Master Records > Inventory > Inventory Reports

The Inventory Listing function generates a report that provides the basic information about your inventory items. This will help you in monitoring your existing inventory items. You can also use this report as a guide in adding new inventory records.

To generate the Inventory Listing, perform the following procedures:

1.Access the Inventory Listing function from the Items Listings group under the Reports main menu either in the Accounts Receivable or Inventory Control module.

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

3.Select the report sorting option by clicking the List box button next to the Sort By field. Select any of the following options:

•Item

•Item Class

•Product Line

•Inventory Type

•Buyer

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

5.In the Report Configuration area, define the desired report filters. Depending on the sorting option you chose, mark the Individual checkbox if you want to generate the report for a single item, item class, product line, inventory type or buyer; and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the desired criteria in generating the report.

6.Mark any or all of the following checkboxes, if applicable:

oShow List Price

Mark this option if you want to show in the report the list price of each inventory item.

oShow Item Remark

Mark this option if you want to show the remarks that entered in the Remarks/Image page for each inventory record.

oShow Unit of Measure

Mark this option if you want to show all the units-of-measure assigned to each inventory item.

7.Select which of the following you want to include in the report:

•All Selected Items

•Items Used in Invoice/Sales Order

•Items Used in Purchase Orders

•Items Used in Work Orders

Note: To generate a report on items designated for use in customer invoices, sales orders, purchase orders, and/or work orders, you must activate the applicable module.

8.Choose from the following the items you want to include in the report depending on the item status:

•Active and Inactive Items

•Active Items Only

•Inactive Items Only

9.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

The Inventory Listing function also provides you with the flexibility to perform the following:

•Set up user-defined report macro

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oItem #

AccountMate displays the Item Profile when you double-click the item number in the report.

Inventory Listing

Inventory Listing

See Also