Inventory Reports Basic Procedures
Selecting Inventory Sorts and Setting Limits
Selecting Sorts
To specify sorts, enter the code of the sort to use. Select the sort code from the following:
Code |
Description |
Notes |
# |
Item Number |
Set in the Item box in the Item Master tab. |
M |
Year-to-Date Gross Profit Margin |
From the Gross Profit box in the Item History History tab. |
N |
Item Name or Description |
Set in the Description box in the Item Master tab. |
A |
Assortment Code |
From the Assort box in the Item Master tab. |
D |
Item Department |
Used to group similar items, to indicate the general ledger minor account the item is in, and to indicate whether the item is taxable. It is set in the GL Dept box in the Item Settings tab. |
S |
Stock Class |
From the Class box in the Item Settings tab. |
C |
Item's Cost |
As entered in the Right Hand Columns fields. If no cost is entered there, the average landed cost is used. It is set in the Cost $ box in the Item Master tab. |
X |
Wholesaler's Prefix |
From the Prefix column in the Item Vendor tab. |
P |
Item's List Price |
From the List $ box in the Item Master tab. |
H |
Year-to-Date Hits |
From the YTD Hits box in the Item History History tab. |
L |
Item's Bin Location |
Set in the P. Bin box in the Item History Inventory tab. |
O |
Wholesaler's Page Numbers |
From the Page column in the Item History Inventory tab. |
Q |
Year-to-Date Quantity |
From the Qty box in the Item History History tab. |
V |
Vendor Name |
From the Vendor # box in the Vendor Master tab. |
$ |
Year-to-Date Sales |
From the Sales $ box in the Item History History tab. |
G |
Gross Profit Percentage |
From the Gross % box in the Item Master tab. |
Note: Ascending order is the normal alphanumeric sort order, from A to Z, for example. Descending is the opposite, Z to A. You cannot combine ascending and descending sorts for a single report.
All but four of these sorts use ascending order. The four that use descending order are the following:
Year-to-date sales
Year-to-date margin
Gross profit percentage
Hits.
Setting Limits
Limit fields let you specify which items to include on a report. You can limit a report using any combination of limits. To be included on a report, the item record must meet all the limits.
There are two types of limit fields in the (RR) screen. The first type of limit fields let you print out a report with or without certain information. These fields are used to omit information. The second type of limit fields lets you limit by specifying a range of items to include on a report.
See also: