Tutorial: Inventory Reports

The Portal provides many reports to help you perform daily inventory administration tasks. These reports provide information regarding the stock levels and values at each Site in your Company and data on the various groups involved in managing your inventory. In this tutorial we will discuss each of the Inventory Reports available to you.

For this tutorial we will be working in the Reports section of the Inventory Menu. The Inventory Menu can be opened by selecting Menus and Inventory from the Navigation Menu. Click on the Reports link to open the section on Inventory Reports.

There are several reports available to you in the Inventory Menu:

• Item Report, a multi-purpose report that outlines information regarding the state of each Site's Inventory. This report can be filtered by Site, Department and Supplier and the Type drop-down allows you to specify the type of item report that you wish to display including Stock on Order, Negative Profit Items and Kits. The information in this report varies according to the type of report selected, but includes the Site, Total Costs, Total Retail Prices, Quantity of Stock on Hand, Profit figures, Number of Items and Kits in the Inventory and the Number of Referred Items in the Inventory.

It is possible to drill-down into a Site and report on items in the Inventory. By clicking on a Site name, a popup menu appears allowing you to display the items for the Site on the screen in a report, print the items or download them to a CSV file.

• Supplier Items, reports on the number of items each Supplier handles for a specified Site. This report simply displays a count of the number of items for each Supplier.

It is possible to drill-down in the Supplier Items report to view the items that a selected Supplier is responsible for. Simply click on a Supplier Code to open a report for the items that can be ordered from the Supplier. This report has a Type drop-down that allows the data to be changed to report only on Stock on Hand figures, Stock on Order or Zero-Priced Items for example. The report can also be filtered by Department.

• Brand Report, opens an initial report that lists the number of inventory items grouped in each Brand and the Brand Reference.

By clicking on a Brand Description you can drill down into the details of the Brand. This detailed report can be filtered by Site and the Brand can be changed by using the Group Ident drop-down. Information displayed in this report includes the Item Description, Item Code, Size, Pack Quantity, Unit Cost Ex-Tax, Unit Cost Inc-Tax, Retail Value, Stock On Hand, Total Value Inc-Tax, Total Value Ex-Tax and Retail Value.

• Fashion Report, opens an initial report that lists the reference for the styles in the Portal.

Click on a Style Description to open a detailed report regarding Sales Figures and Stock on Hand for items with the selected Style for the specified Site.

• Stock Turn, reports on the movements of the inventory items for a selected Site in a specified period. This report can be filtered by Department if required. The information outlined in this report includes the Item Description, Item Code, Retail Price, Quantity Sold, Quantity Received, Quantity Returned, Quantity Adjusted, Quantity Transferred and the overall movement (Delta Movement) of the item.

Click on an Item Description to open the Item Maintenance screen for the selected item.

• Inhouse Barcodes, a simple report which displays the number of in-house barcodes in the Portal for the selected Site.

• Inventory Extraction, a multi-purpose report that details the number of items or barcodes for the selected Site according to the Type selection. The Type drop-down allows you to report on Stock on Order, Zero-Priced Items or Weighed Items for example. The report can also be filtered by Supplier and/or Department and the Count field displays the number of items or barcodes (chosen from the By drop-down) that meet the selected criteria.

In this tutorial we have discussed the various reports available to you for the display of Inventory data. These reports are useful to view stock movement across the Sites in your Company.