Inventory Reports - Over/Under

Buttons Explained

• View: Generates a report showing inventory shortages and surpluses based on the selected filters.

• Save: Saves any changes.

• Actions

  • Set Minimum = Suggested: Replaces the Minimum Quantity that should be on hand with the amount in the suggested column.

  • Set Reorder = Suggested: Replaces the Reorder Quantity that should be on hand with the amount in the suggested column.

  • Create a Transaction

    • Purchase Order (INV) (PO-INV): Creates Purchase Orders for the selected items.

    • Create a Work Order (WO): Creates Work Orders for the selected items.

• Output: Available upon request.

• Menu

Filters Explained

• Category: A dropdown list of Categories allowing users to view All or a specific Category.

• Location: A dropdown list of locations allowing users to view All or a specific Location. The Location Filter only displays locations linked to the user's Entity. If the user is not linked to an entity, all the locations will be available.

• Status: Allows users to select All, Normal, Over, or Under statuses.

Fields Explained

• Field Chooser (*): Allows users to add or remove columns.

• Stock ID: A system-generated number for the inventory item.

• Category: The inventory item's Category.

• Sub-category: The inventory item's Subcategory.

• Description: A Description of the inventory item.

• Reference: The inventory item's Reference.

• Code: The inventory item's Code.

• Location: The Location of the inventory item.

• Minimum: The Minimum Quantity that was filled in on the inventory item's Inventory (tab). 

• Resolve: The action that was taken (e.g. produce, purchase).

• Supplier: The name of the Supplier that appears in the inventory item's Costing & Pricing (tab). If there is more than one supplier, the supplier at the bottom of the list (with the highest unit cost) will be displayed. 

• Reorder: The Reorder Quantity that was filled in on the inventory item's Inventory (tab).

• Ave/Month: The Average Quantity of this item used or sold in a month.

• Suggested: The Suggested Minimum Quantity that should be held in stock.

• On Order: The Quantity that has been Ordered but not yet received.

• Available: The Quantity that is Available. 

• Variance: The difference between the Average Monthly and Available Quantities.

• Unit Price: The Unit Price of the inventory item.

• Total: The Total value of the inventory items on hand.

• Status (Item): The statuses of Normal, Over, or Under.

• Menu (...): A submenu that can also be accessed by right-clicking an item:

  • Open Item: Opens the item's setup page.

  • Open Item Dashboard: Displays a Summary of the item's activity.

• Lead Days: The number of days it takes to receive the inventory item after placing an order.

• Unit Price: The Unit Price as inventory is ordered.

• /: The number of items included in the Unit Price (the order price).

• CUR: The Currency in which the inventory item is ordered.

Inventory - Over/Under Chart

• A graphical representation of the Status of inventory items, where status equals Under, Normal, or Over.

Related Topics

• Reference: Inventory Reports - Main Page

• 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 - Ageing

• Reference: Inventory Reports - Setup

• Tutorial: Inventory Reports