Master Records > Inventory > Inventory Reports

The Warehouse Quantity Listing function allows you to generate a report that provides information about the inventory items stored in different warehouses maintained in the system. The information shown in the report includes the current volume of your inventory items in the warehouse with detail information about the on-hand, in transit, on-order, booked, interim, in-process and allocated quantities. The report also includes information on the average and total cost of the inventory items in a particular warehouse.

You can use this report in managing your inventory items in a particular warehouse as to the inventory items' current volume level, availability and movements within that warehouse.

To generate the Warehouse Quantity Listing report, perform the following procedures:

1.Access the Warehouse Quantity Listing function from the Quantity Listings group under the Reports main menu in the 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.

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. You may mark the Individual checkbox if you want to generate the report for a single record 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:

oExclude Zero On-Hand

Mark this option if you want to exclude from the report those inventory items with zero on-hand quantities.

oExclude Zero Total Cost

Mark this option if you want to exclude from the report those inventory items with zero total costs.

oShow Avg Cost and Total Cost

Mark this checkbox if you want to show in the report the inventory items’ average cost and total cost.

oShow Sale Price and Sale Value

Mark this checkbox if you want to show the inventory items’ sale prices and sale values.

oShow Serial #, Lot # and Kit #

Mark this option if you want to display on the report the serial, lot, or kit numbers assigned to the inventory items.

7.Mark the Show Items with No Transactions Since checkbox if you want to show in the report inventory items having no transactions within a specified date. Enter in the adjacent field the cut-off date for items with no transactions.

8.Select from the following options which you want to show in the report:

•No Specification

•Show Specification

•Show Specification and Subtotal

9.Choose the items you want to include in the report, depending upon the status:

•Active and Inactive Items

•Active Items Only

•Inactive Items Only

10.You may also choose which inventory items to include in the report depending on their assigned warehouse. Select one of the following options:

•Drop Ship and Non-Drop Ship Warehouses

•Drop Ship Warehouses Only

•Non-Drop Ship Warehouses Only

11.Select which inventory items to include in the report:

•All Selected Items

•Items Used in Invoices/Sales Orders

•Items Used in Purchase Orders

•Items Used in Work Orders

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

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

The Warehouse Quantity 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 an item number in the report.

Warehouse Quantity Listing

Warehouse Quantity Listing

See Also