Inventory Reports

Settings

The following settings are needed to view inventory reports, and perform the related functions:

User Settings

Navigation: Main Menu > Setup > Settings > Users (tab).

• Items & Inventory > Inventory - Access Allowed: Checkboxes, if checked, will grant access to that view (report). The available views are:

  • Default

  • Transactions

  • Stock Check

  • Batch Items

  • Serial Numbers

  • Accounting

  • Replenishment

  • Over/Under

  • Ageing

  • Setup

General Settings

ℹ️ Most of these settings are also applicable to Items.

Navigation: Main Menu > Setup > Settings > General (tab).

• Items & Inventory > Decimals used to display inventory quantity (0-4): Type in a number from 0 to 4 in the Value column.

• Filter - Accounts that update Inventory (eg. 2, in (1,2,3)): Formula to include or exclude accounts that are used in inventory reports. (Uses the account IDs).

• Items & Inventory > Inventory Weighted Ave Costing: Options: Field to select one of these options:

  • • N/A: Weighted average costing is not used. 

    • By Location: Weighted average costing is calculated for each item at each location. 

    • By Item: Weighted average costing is calculated for each item.

• Items & Inventory > Over/Under Stock - Option 1 - Months used to calculate the average monthly demand: Field to type in the number of months or leave blank if Option 2 is used (Default = 3).

• Items & Inventory > Over/Under Stock - Option 1 - Suggested stock holding in Months: Field to type in the number of months (Default = 2).

• Items & Inventory > Over/Under Stock - Option 2 - Days used to calculate the maximum usage over the last 12 months: Field to type in the number of months or leave blank if option 1 is used (Default = 28).

• Items & Inventory > Transaction used for Inventory Adjustments: A dropdown list of transaction types for users to select the applicable transaction type.

Transaction Settings

Navigation: Main Menu > Setup > Settings > Transactions (tab).

• Transactions > Work Orders (WO) > Add to Inventory Replenishment Actions (Produce): Checkbox that if checked will allow work orders to replenish inventory.

• Transactions > Purchase Orders (INV) (PO-INV) > Add to Inventory Replenishment Actions (Purchase): Checkbox that if checked will allow purchase orders to replenish inventory.

Menu Button

ℹ️ The Menu (button) appears on each View and includes the same commands.

• Menu: 

  • Views:

    • Default: Changes the view to the default view which displays a summary of quantities in stock.

    • Transactions: Changes the view to show a list of inventory transactions.

    • Stock Check: Changes the view to show stock check transactions. 

    • Batch Items: Changes the view to show batch items and related fields for items that are tracked in batches.

    • Serial Numbers: Changes the view to show serial numbers and related fields for items that are tracked by their serial numbers.

    • Accounting: Changes the view to show the main inventory ledger accounts and transactions.

    • Replenishment: Changes the view to show stock items that should be ordered (replenished).

    • Over/Under: Changes the view to show inventory shortages and surpluses, accompanied by a chart.

    • Ageing: Changes the view to show how long items have been in stock, accompanied by a chart. 

    • Setup: Provides an inventory setup screen to view inventory processes.

  • Rebuild (All): Function to rebuild all the inventory transactions.

  • Show Notes: Toggles showing notes. Checkmark = notes will be shown. (Only applicable to Inventory - Batch Items.)

  • Conditional Formatting: Allows users to customise the formatting of the reports (e.g. to highlight certain values).

  • Export Grid: Allows users to choose a save location for the current grid view in .xlsx format.

  • Email Excel: Opens the default email template with the current grid view attached in .xlsx format.

  • Layout & Grids

Related Topics

• Reference: Inventory Reports - Default View

• Reference: Inventory Reports - Transactions

• Reference: Inventory Reports - Stock Check

• Reference: Inventory Reports - Batch Items

• Reference: Inventory Reports - Serial Numbers

• Reference: Inventory Reports - Accounting

• Reference: Inventory Reports - Replenishment

• Reference: Inventory Reports - Over/Under

• Reference: Inventory Reports - Ageing

• Reference: Inventory Reports - Setup

• Tutorial: Inventory Reports