How To: Running the Negative Quantity on Hand Report (03-67)

Overview

This selection is used to view/print all items for which there is a negative quantity onhand. The report can be filtered by Region and Store.

You can view the information on the screen, print a paper copy or export the report to a Comma Separated Values file (.csv).

Special Notes

  • Items with a product type of ‘PKS’, ‘XX+’, or ‘PKG’ are not included on this report.
  • This report can only be printed on a laser printer or directly to a PDF file.
  • You can sort a column by clicking on the Column Heading.
  • You can move a column by clicking on the Column Heading and dragging to the desired location.

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 selected region) from the ‘Store’ drop-down list. Select ‘All’ to include data from all branches (in the selected region) on the report.
    • When accessing this report from a POS Terminal, the Region/Store assigned to the terminal (in System File Management (30-01)) pre-prompt in the respective fields. The information can be changed if necessary.

  1. Select whether you want to include the Selling Price or Vendor Price on the report by clicking the appropriate radio button.
    NOTE: If you are using a Point of Sale terminal, this prompt does not appear. The Selling Price will automatically be included on the report.

  1. Click ‘Refresh’ and the report results appear.
    • Whenever you change the report criteria, you will need to click ‘Refresh’ to update the report results.

  1. Click ‘Print’ to print a paper copy of the report.
    • Enter the Printer ID for a laser printer or enter “PDF” to print directly to a PDF file.

  1. Click ‘Export’ to save the report to a .csv file.
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