reports:items_and_stock

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reports:items_and_stock [2021/03/22 06:44] – Rachana Kunwarreports:items_and_stock [2023/07/28 02:40] (current) – [Only include items whose stock cover is less than...] Mark Glover
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 === Item filter === === Item filter ===
-A "Find" report allows you to enter the normal item find criteria to choose which items to include.+A "Item filter" allows you to enter the normal find item filter criteria to choose which items to include.
  
-A random report allows you to enter a number only. That number of items will be randomly chosen, and stocktake sheets for those items printed. This facilitates spot checking of your actual stock situation.+=== Random === 
 + 
 +A 'Randomly' filter allows you to enter a number of items that will be randomly chosen, and stocktake sheets for those items printed. This facilitates spot checking of your actual stock situation.
  
 === 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:show_date_stk.png?400 }} {{ reports:show_date_stk.png?400 }}
  
-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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 {{ :reports:reports2-23.png }} {{ :reports:reports2-23.png }}
  
-This report allows you to view an on-screen or printed list of items.+This report allows you to print a list of you items in certain formats.
  
-There is only one report layout listed in the window, but please tell us what you would like, and we'll consider adding it.+There are 3 options in the **Report form to use** drop down list: 
 +  * //Code, Name and Shelf Location//: Shows exactly what is says with current stock on hand: {{ :reports:screenshot_2022-02-09_at_16.26.39.png?600 |}} 
 +  * //Code, Name, Shelf Location with Item Long Description//: Shows the same as the previous one but includes the Item long description. 
 +  * //List of items in Catalogue//: Shows item details including the catalogue pack size and item custom field 6 value all separated out by the hierarchical item category 1. Looks like this: {{ :reports:screenshot_2022-02-09_at_16.23.25.png?600 |}}
  
 === 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" (zero) for this field to report on items with any amount of stock remaining.+The default of ''0'' (zero) in this field will include //all// items with any amount of stock remaining.
  
 === Include items with no usage in the last 12 months === === Include items with no usage in the last 12 months ===
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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 report which allows you to see at a glance the amount of any stock items, and the number of months' cover provided by that amount of stock you have. **Note:** The cover calculation uses the last 12 months of usage data to calculate your rate of consumption.+The Expiring items vs. cover report shows the number of [[items:item_basics:tab_stock#months_cover|months of cover]] for items you have in your store.  The cover calculation uses the last 12 months of usage data to calculate the AMC which is used to determine months of cover.
  
 {{ :reports:itms_expiring_v_cvr.png }} {{ :reports:itms_expiring_v_cvr.png }}
  • Last modified: 2021/03/22 06:44
  • by Rachana Kunwar