Skip to main content

BOM Stock Allocation List

Inventory module>Reports> Reports List

image.png

Type SelectType theallows typeyou forto arefine your report criteriato ononly theshow dropItem downBOM, Stock or you can select to show both.
Brand SelectWhen theworking brandwith frommultiple thebranches this drop-down menuallows selectionthe user to select a specific branch to pull a report for.
Make Select the makeMake from the drop-down menu selectionto refine your search for your report.
Model Select the modelModel from the drop-down menu selectionto 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 Sort the report by selecting one optionChoose from the drop-down arrowmenu 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 SelectTo 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 SelectSub aSort subthe sortreport by selecting one option from the dropdrop-down downmenu 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 bywith 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

Back to top