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reports:items_and_stock [2019/10/17 14:46] – [Suggested ordering report preview] Emily Porrello | reports:items_and_stock [2023/07/28 02:40] (current) – [Only include items whose stock cover is less than...] Mark Glover | ||
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- | ===== 11.02. Stock and items reports ===== | + | ====== 13.02. Stock and items reports |
When **Reports > Items and Stock** is chosen, a range of available reports are displayed; click on the one you require to select it: | When **Reports > Items and Stock** is chosen, a range of available reports are displayed; click on the one you require to select it: | ||
- | {{ : | + | {{ : |
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=== Item filter === | === Item filter === | ||
- | A "Find" | + | A "Item filter" allows you to enter the normal find item filter |
- | A random report | + | === Random === |
+ | |||
+ | A ' | ||
=== Additional options === | === Additional options === | ||
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==== Stock on date ==== | ==== Stock on date ==== | ||
- | This report allows you to produce a report for the stock in your store on a particular date. You are shown a window like this: | + | This report allows you to produce a report for the stock in your store on a particular date. The stock shown will be the stock at the END of the day. If you want to see the stock at the beginning of the day, choose the day before in the date selector. |
+ | |||
+ | You are shown a window like this: | ||
{{ reports: | {{ reports: | ||
- | Enter the date for which you wish to show the stock. | + | Enter the date for which you wish to show the stock for. |
=== Type of report === | === Type of report === | ||
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{{ : | {{ : | ||
- | This report allows you to view an on-screen or printed | + | This report allows you to print a list of you items in certain formats. |
- | There is only one report layout listed | + | There are 3 options |
+ | * //Code, Name and Shelf Location//: Shows exactly | ||
+ | * //Code, Name, Shelf Location with Item Long Description//: | ||
+ | * //List of items in Catalogue//: | ||
=== Local / remote report === | === Local / remote report === | ||
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==== Item usage ==== | ==== Item usage ==== | ||
- | This report gives you a breakdown of item usage for the last few months, with summaries for the last 2 years, It also includes stock on hand and stock on backorder for each item in the report. | + | The Item usage report gives you a breakdown of item usage for the last few months, with summaries for the last 2 years, It also includes stock on hand and stock on backorder for each item in the report. |
The report produced is very useful for forecasting or for seeing a list of items that need to be ordered. | The report produced is very useful for forecasting or for seeing a list of items that need to be ordered. | ||
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If you want only to report on items whose stock is low, enter the threshold for days of stock on hand into the second field. For example, entering 90 into this field will only include items in the report whose stock is not sufficient to cover average usage for the next 90 days. | If you want only to report on items whose stock is low, enter the threshold for days of stock on hand into the second field. For example, entering 90 into this field will only include items in the report whose stock is not sufficient to cover average usage for the next 90 days. | ||
- | Enter "0" | + | The default of '' |
=== Include items with no usage in the last 12 months === | === Include items with no usage in the last 12 months === | ||
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Checking this box opens the report in Excel (or any installed spreadsheet program). | Checking this box opens the report in Excel (or any installed spreadsheet program). | ||
- | Note: If you chose the Item usage [Excel] report from the dropdown list, the Excel box will already be checked. | + | Note: If you chose the **Item usage [Excel] report** from the dropdown list, the Excel box will already be checked. |
If you want to save the report in Excel (or any installed spreadsheet program), choose File > Save as. | If you want to save the report in Excel (or any installed spreadsheet program), choose File > Save as. | ||
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====Suggested ordering report ==== | ====Suggested ordering report ==== | ||
+ | This report shows usage data, months cover of stock remaining and a suggested quantity to order for each item. The Purchaser can review this report to make a final decision on how much stock to order. | ||
+ | |||
From the //Item usage report// dialogue box, select the **Suggested ordering report** option from the drop-down menu. Alternatively, | From the //Item usage report// dialogue box, select the **Suggested ordering report** option from the drop-down menu. Alternatively, | ||
{{ : | {{ : | ||
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Note the extra options for including item usage when calculating item ordering quantities. | Note the extra options for including item usage when calculating item ordering quantities. | ||
+ | |||
+ | === Open report in Excel === | ||
+ | Checking this box opens the report in Excel (or any installed spreadsheet program). | ||
+ | |||
+ | Note: If you chose the **Suggested ordering [Excel] report** from the dropdown list, the Excel box will already be checked. | ||
+ | |||
+ | If you want to save the report in Excel (or any installed spreadsheet program), choose File > Save as. | ||
+ | |||
=== Suggested ordering report preview === | === Suggested ordering report preview === | ||
{{ : | {{ : | ||
- | This report shows usage data, months cover of stock remaining and a suggested quantity to order for each item. The Purchaser can review this report to make a final decision on how much stock to order. | ||
==== Item usage with outstanding purchase orders ==== | ==== Item usage with outstanding purchase orders ==== | ||
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==== Item slow movers ==== | ==== Item slow movers ==== | ||
+ | |||
+ | The Item slow movers report shows all items that have more than a specified number of months worth of stock. | ||
You will be shown a window to enter the item details: | You will be shown a window to enter the item details: | ||
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=== Months of stock === | === Months of stock === | ||
- | * Enter the number of months of stock to report on. Items with more than this number of months of stock on hand will be included in the report. The correct figure to enter here depends upon your desired stock turn. In general, if you are turning over your stock 3 or 4 times a year, you would want to know about items which have more than 8 months of stock on hand. | + | * Enter the number of months of stock to report on. Items with more than this number of months of stock on hand will be included in the report. The correct figure to enter here depends upon your desired stock turnover. In general, if you are turning over your stock 3 or 4 times a year, you would want to know about items which have more than 8 months of stock on hand. |
* The report is calculated using the last 12 months usage as a guide to the average monthly usage. | * The report is calculated using the last 12 months usage as a guide to the average monthly usage. | ||
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==== Expiring items vs. cover ==== | ==== Expiring items vs. cover ==== | ||
- | This is a versatile | + | The Expiring items vs. cover report |
{{ : | {{ : | ||
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Ledger entries may be viewed in this report; different formats of report are available in addition to several filter options from the drop down lists, so the report may be designed to meet your specific requirements. | Ledger entries may be viewed in this report; different formats of report are available in addition to several filter options from the drop down lists, so the report may be designed to meet your specific requirements. | ||
- | {{ :reports:itm_ldgr_ddl.png }} | + | {{ :reports:itm_ldgr_ddl_ru.png?400 |}} |
+ | |||
+ | \\ | ||
+ | \\ | ||
+ | | // Previous: | ||
- | // | ||
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+ | pagestatus.status | ||
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