How To: Running the Inventory Analysis by Item Report (05-41-04)

Overview

This tutorial describes how to run the Inventory Analysis by Item report.

Step-by-Step

Click image to enlarge.

  1. From the ‘Region’ drop-down menu, select a region for the report. Select ‘All’ to include data from all regions on the report.
    NOTE: If you set up branch groups in the Branch Grouping selection (05-90-02), they also appear in this list and can be used for the report.

  1. From the ‘Store’ drop-down menu, select a store for the report. Select ‘All’ to include data from all stores on the report.

  1. In the ‘From’ and ‘To’ fields, enter a date range for the report or select it from the calendar.

  1. Specify whether the report should include Written or Delivered Sales.

  1. In the ‘Weeks Onhand by’ box, select ‘Onhand’ to calculate the Weeks Onhand column by the item’s onhand amount or select ‘Available’ to calculate the column by the item’s available amount.

  1. Check the ‘Exclude When Qty Sold Is Zero’ box to exclude an item from the report if the quantity sold is zero.

  1. Click Refresh and the report results appear. Click on an individual line for additional information.
    • Whenever you change the report criteria, you will need to click Refresh to update the report results.

  1. Click Export File 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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