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2.Make Selections

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To select an option, use the <↑> and <↓> keys to highlight the option then press <Enter>.

 

Process Location Files *} In order to print the report accurately, the inventory by location file must be updated. The last date the locations were sorted displays to the right of this option. If you have changed the inventory file (added, changed or delete items) since the last time you ran the ‘Process’ option, you need to process the location file before running the report or it will be inaccurate.

 

If you choose this option, you will be asked to verify that you want to process the file. The sorting process can take several minutes, and during this time you cannot use the system. If you do not have time to sort the file, exit this menu and return when there is adequate time to process the file.

 

For Locations*} To print or display only items in certain locations, choose this option and enter the location codes. You can specify as many locations as desired. Typing XXX will clear all previous choices.

 

For Vendors*} Use this option to restrict the selection to items from one vendor only, or a series of vendors. To choose items from just one vendor, enter the vendor code as both the starting and ending vendor code. If nothing is entered, ALL vendors will be reported.

 

For Brands*} Use this option to restrict the selection to items from one manufacturer only, or a series of manufacturers. To choose items from just one manufacturer, enter the manufacturer code as both the starting and ending manufacturer code. If nothing is entered, ALL manufacturers will be reported.

 

For Major Class Codes *} Use this option to restrict the selection to items from one major class code only, or a range of major class codes. To choose items from just one major class code, enter the major class code as both the starting and ending major class code. If nothing is entered, ALL major class codes will be reported.

 

For Minor Class Codes *} Use this option to restrict the selection to items from one minor class code only, or a range of minor class codes. To choose items from just one minor class code, enter the minor class code as both the starting and ending minor class code. If nothing is entered, ALL minor class codes will be reported.

 

For Dates Received *} Use this option to restrict the selection to items from one date received only, or a range of dates received. To choose items from just one date, enter the date as both the starting and ending date. If nothing is entered, ALL dates received will be reported.

 

For Prices *} Use this option to restrict the selection to items from one price only, or a range of prices. To choose items from just one price, enter the price as both the starting and ending price. If nothing is entered, ALL prices will be reported.

 

Include the Cost on the Report?*} Select Yes to show the cost, or No to prevent the cost from printing on the report. If you use passwording, only users with a high enough password can choose this option. For more details on passwording, see the Update Passwords section of the System Maintenance Menu.

 

Physical Inventory Exception Report by Location*} The Exception Report allows you to type in the results of a physical inventory, and then the program will produce a report showing you just those items where the program’s own inventory level and your physical inventory do not match. See the Physical Inventory Exception Report chapter further on in this section, page , for more details.

 

Display The Report *} Choose this option to display the report on the screen.

 

Print The Report *} Choose this option to print the report on the printer.

 

When the report has finished, the report screen will re-appear. You can repeat this step to run another report, or press <0> to return to the previous menu.