BOM Stock Allocation List
Inventory module>Reports> Reports List
| Type | Type allows you to refine your report to only show Item BOM, Stock or you can select to show both. |
| Brand | When working with multiple branches this drop-down allows the user to select a specific branch to pull a report for. |
| Make | Select the Make from the drop-down menu to refine your search for your report. |
| Model | Select the Model from the drop-down menu to refine your search for your report. |
| Item From /Items To |
Select an item you would like to view the report from and To, from the stock item where the report should start and end. If you leave the stock item fields blank, all stock items will be displayed on the report. If you choose specific stock items, the report will sort information by stock item code rather than description. |
| Sort By | Choose from the drop-down menu how you would like your report sorted, your options are by Code, Description or Group. |
| Priority Level | Select priority level of the report from the drop-down menu |
| Stock Category | To generate the report, the user has to select the stock category from the drop-down menu eg: Fixed assets, Hardware, stationary. These categories will need to have been setup. |
| Warehouse |
If you select all warehouses the report will fetch data from all warehouses If you want to search by a specific report, select the report on the warehouse selection |
| Min Max |
Select Min/Max on you want to run your report by or leave it on none if you do not wish to filter the report by min/max |
| Sub Sort By | Sub Sort the report by selecting one option from the drop-down menu allows the user to pull a report with a secondary criteria that will be sorted by either, Code, Description or group. |
| Quotes / Sales Orders / Invoices | Put a tick on a document(s) you wish to run the report by |
| Use Groups |
Put a tick on if you want to pull a report with selected group codes from the grid. |
| Group Selection | Select group from the drop-down menu |
| Generate Button |
Click the "Generate" button to open the report You will have options to copy, email, or print the report To view the report in an Excel document, copy the report and paste it into an Excel file |
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