Inventory Reports

Three different inventory reports are currently available.  Each report uses the same dialog, with the only differences being the default filtering and the fields that are shown.  By changing the filter after opening the report, you can modify any of them to fit your needs.

Note: Any changes to a report's Inventory Filtering is remembered, local to the workstation.  While this allows you to customize the conditions of each report, even to be different on each workstation, this also can result in a report being "broken" if the filter is tampered with or changed by accident.  If this happens, simply change the filter according to the default filter for the report, as indicated for each report below.

These reports don't total columns like Total Cost, which would certainly be handy, but you can export (or copy/paste) the data into Excel or other spreadsheet programs if you want to total the columns or do other manipulation.

Inventory Check-list report

This report simply lists all inventory items (except inactive ones), with the quantity on hand, cost and total cost of the complete inventory.  This can be used for tax reporting of inventory valuation (assuming all of the costs entered are correct for your accounting methods), or simply used as a check-list for taking inventory.

The default filter is simply a reset filter -- Click the Change Inventory Filtering button and click Reset Filtering (include all) to get it back to the default.

Items below re-order threshold

This report lists all inventory items which have a quantity on hand lower than (or equal to) the re-order threshold.  It won't show any inactive items, and it won't show any that don't have an on-hand or re-order quantity entered.  It shows the on-had and re-order quantity, along with the minimum re-order quantity, cost, and vendor.  This can be printed or exported for placing orders (assuming you're not using the internal purchase orders).

The default filter is a reset filter with only one change.  To get the filter back to the default, click the Change Inventory Filtering button and click Reset Filtering (include all), then uncheck the box to Include if qty > re-order threshold.

Old stock

This report lists all inventory items that have not been sold in the past 30 days, that show at least one remaining in stock.  It won't show any with no quantity on hand, and it won't show any that haven't been sold in the past 30 days.   The price, last sale date, and qty/cost information is shown so that you can determine the value of the old stock.

Note that if an item has no sales in the system (no transactions for it), then it will be listed because it's assumed that it has never been sold since it was entered in the system.  This may list items recently entered in the database, so be sure to take that into account when it shows a blank last-sold date.

The default filter is a reset filter with two changes -- To get the filter back to the default, click the Change Inventory Filtering button and click Reset Filtering (include all), check Filter by the number of days since last sold and enter 30, and check Filter by qty and enter 1 for the minimum, 0 for the maximum.