How To: Running the Monthly Supply Report (03-68)

Overview

This selection is used to compare the average and current monthly sales of an item with the current quantity on hand. This helps you identify items with more than a month’s supply on hand and easily see if the minimum reorder quantity is higher or lower than a month’s supply.

Step-by-Step

Click image to enlarge.

  1. From the ‘Region’ drop-down list, select a region for the report. Select ‘All’ to include all regions.

  1. Select a branch for the report from the ‘Store’ drop-down list. Select ‘All’ to include data from all branches on the report.

  1. From the ‘Beg Brand’ drop-down list, select the brand to start the report with. Select ‘All’ to start the report with the first brand on file.

  1. From the ‘End Brand’ drop-down list, select the brand to end the report with. Select ‘All’ to end the report with the last brand on file.

  1. Check the ‘Exclude if all fields are zero’ box to exclude items that have a quantity of zero in all of the following columns: ‘Current MTD Units,’ ‘Qty Avail,’ and ‘Minimum Reorder.’

  1. Click ‘Refresh.’

  1. Click the ‘Print’ button to print a paper copy of the report or save it to a PDF file (optional). At the prompt, enter the ID of a physical printer, or enter “PDF” to save the report to PDF file.’
    IMPORTANT: When printing to PDF, you must have a ‘Miscellaneous’ folder specified in Company PDF/Export Directory (30-04) or By Term PDF/Export Directory (30-05) or a folder named “tyler” in the root directory of your C drive (“C:\tyler”) in order to successfully save the report to your computer.

  1. Click ‘Export File’ to open the report directly in Excel (and also save it to your computer.)
    IMPORTANT: You must have a ‘Miscellaneous’ folder specified in Company PDF/Export Directory (30-04) or By Term PDF/Export Directory (30-05) or a folder named “tyler” in the root directory of your C drive (“C:\tyler”) in order for the report to open correctly in Excel and successfully save to your computer.
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