Table of Contents

▶️How To Navigate Inventory Reports

Matt Staff Updated by Matt Staff

1. Click on Inventory

In the main navigation menu, select the "Reports" module and click on "Inventory".

2. Report: INV-1005 Inventory in Transit

Lists inventory in transit for a given book period or a given range of book periods.

3. Inventory in Transit

Select desired criteria. Then, click "Submit". You can download the report as an excel spreadsheet.

4. Report: INV-1035 Mis-coded Orders Report

Lists Mis-coded Orders for a given book period or a given range of book periods.

5. Mis-coded Orders Report

Select desired criteria. Then, click "Submit". You can download the report as an excel spreadsheet.

6. Report: INV-1040 Customer Inventory History

This report provides a list of customer inventory activity.

7. Customer Inventory History

Select desired criteria. Then, click "Submit". You can download the report as an excel spreadsheet.

8. Report: INV-1045 Current Customer Inventory

This report provides data on the current customer inventory.

9. Current Customer Inventory

Select desired criteria. Then, click "Submit". You can download the report as an excel spreadsheet.

10. Report: INV-1015 Receiving Activity

Lists Inventory Received for a given time range.

11. Receiving Activity

Select desired criteria. Then, click "Submit". You can download the report as an excel spreadsheet.

12. Report: INV-1050 Inventory Summary

For each SKU gives the Available, Committed, Back Ordered, Pending Receipts in quantities, Order#, Order Date.

13. Inventory Summary

Select desired criteria. Then, click "Submit". You can download the report as an excel spreadsheet.

14. Report: INV-1055 Inventory in Hand

For all SKUs, display (i) Beg Bal (ii) + Receipts (iii) +/- Adjustments (iv) - Shipments (v) Ending Balance (vi) Average Unit Cost (vii) Beg Bal($) (viii) + Receipts($) (ix) +/- Adjustments($) (x) - Shipments($) (xi) Ending Balance($)

15. Inventory in Hand

Select desired criteria. Then, click "Submit". You can download the report as an excel spreadsheet.

16. Report: INV-1060 Order List with Back Ordered Items

Contains a list of orders that have one or more items in back order.

17. Back Order Items Report

Select desired criteria. Then, click "Submit". You can download the report as a PDF or excel spreadsheet.

18. Report: INV-1065 Item List Report

This report provides data per item type with the option to drill down by customer.

19. Item List Report

Select desired criteria. Then, click "Submit". You can download the report an excel spreadsheet.

20. Report: INV-1070 Inventory Status & Usage

This report provides data on the usage of inventory within a period, such as prior 12 months.

21. Inventory Status & Usage

Select desired criteria. Then, click "Submit". You can download the report as a PDF or an excel spreadsheet.

22. Report: INV-1075 Inventory Status & Usage (with Average Sell)

Inventory status & usage report that includes an average sell price for Customer Owned Stock and Prepaid Inventory Items

23. Inventory Status & Usage with Avg. Sell

Select desired criteria. Then, click "Submit". You can download the report as a PDF or an excel spreadsheet.

24. Report: INV-1080 Pre-Paid Stock Deposit Report

Pre-Paid Stock Deposit Report provides the current state of $ deposit remaining for pre-paid stock. The report will list the total deposits and the corresponding total quantity of widgets that remain corresponding to the available deposits from individual orders. Estimated Deposit Needed is the estimated valuation of the remaining inventory corresponding to that order.

25. Pre-Paid Stock Deposit Report

Select desired criteria. Then, click "Submit". You can download the report as a PDF or an excel spreadsheet.

26. Report: INV-1085 Pre-Paid Stock Quantity Report

Pre-Paid Stock Quantity Report provides the quantity of remaining pre-paid SKUs corresponding to each stock order that resulted in the stock receipt for that SKU. The unit price in this report is from the pre-paid stock order as opposed to the customer invoice that will be generated for that pre-paid stock order.

27. Pre-Paid Stock Quantity Report

Select desired criteria. Then, click "Submit". You can download the report as a PDF or an excel spreadsheet.

28. Report: INV-1090 Inventory Receipts Report

This report provide receiving data over a specified period including sell price and total value.

29. Inventory Receipts Report

Select desired criteria. Then, click "Submit". You can download the report an excel spreadsheet.

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