How To: Running the Inventory Statistics Report (03-65)

Overview

This tutorial describes how to run the Inventory Statistics Report (03-65).

Step-by-Step

Click image to enlarge.

  1. In the ‘From Brand’ field, select the brand to start the report with. Select ‘All’ to start the report with the first brand on file.

  1. In the ‘To Brand’ field, select the brand to end the report with. Select ‘All’ to end the report with the last brand on file.

  1. In the ‘From Dept’ field, select the department to begin the report with. Select ‘All’ to begin the report with the first department on file.

  1. In the ‘To Dept’ field, select the department to end the report with. Select ‘All’ to end the report with the last department on file.

  1. Specify whether you want to include Written or Delivered sales on the report.
    • Refer to this infographic for the differences between Written and Delivered sales.

  1. Check the ‘Regular Items’ box to include normal inventory items on the report (no special orders.)

  1. Check the ‘Special Orders’ box to include special order items on the report.
    • This is an optional field, but at least one of the two boxes (‘Regular Items’ or ‘Special Orders’) must be checked.

  1. In the ‘Above GMROI’ field, enter a GMROI percentage (e.g. “0.1”). Only items with a GMROI higher or equal to the entered amount are included on the report. The amount entered in this field must be less than the amount entered in the ‘Below GMROI’ field.
    • This is an optional field.

  1. In the ‘Below GMROI’ field, enter a GMROI percentage (e.g. “0.9”). Only items with a GMROI lower or equal to the entered amount are included on the report. The amount entered in this field must be greater than the amount entered in the ‘Below GMROI’ field.
    • This is an optional field.

  1. In the ‘Priorities’ field, enter one or more priorities without spaces between them. Only items that have the entered Priority Flag in Field 8 of Inventory Master File Inq/Maint (03-01) are included on the report.
    • This is an optional field.

  1. In the ‘Days Updated in Quarter’ field, enter the average number of days for which sales transactions have been updated for the current quarter. The amount entered here affects the amount that appears in the ‘GMROI’ column.

  1. To exclude specific Departments from appearing in this report, enter up to ten department codes in the blank fields.

  1. To exclude specific Product Types from appearing in this report, enter up to ten product type codes in the blank fields.

  1. Check the ‘Exclude if all Qtys Zero’ checkbox to exclude results where an item’s sales, in units, has been zero (no sales) for the last six months.

  1. In the ‘Sort By’ field:
    1. Select Brand, Desc to sort the report by brand and then description.
    2. Select Brand, Item to sort the report by brand and then item.
    3. Select Dept, Prod Type, Brand, Desc to sort the report by department, then product type, then brand, and then description.
    4. Select Dept, Prod Type, Brand, Item to sort report in by department, then product type, then brand, and then item.

  1. Click ‘Refresh’ and the report displays.

  1. Click the ‘Print’ button to print a paper copy of the report (optional). At the prompt, enter the ID of a physical printer, or enter “PDF” to save the report to a PDF file. If printing to a PDF, accept the pre-prompted save location on your computer, or enter a new one.

  1. Click ‘Export’ to download the report to your computer (optional). Accept the pre-prompted save location, or enter a new one. Then click ‘Ok.’
    IMPORTANT: Since the exported file is tab delimited, save it with a ‘.txt’ extension.
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