Stock Purchasing Forecast Report
Inventory> Reports> Report List
| Document Dates |
Select document days on the drop down selection Leave document selection on all if you want the report to show all document dates |
| Sort By | Sort the report by selecting one option from the drop down arrow |
| Stock Type | Select stock type on the drop down selection |
| Item From | 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 |
| Supplier | Filter report by the supplier if you want to pull report by a specific supplier Leave this section black if you want to pull the report on all customers |
| Incl Lead Time | Put a tick on if you wish to include lead time on the report |
| Filter By Group Codes | Put a tick on if you want tot filter the report by group groud |
| Decimal | It is advisable to set decimals to two places You can view the report with any number of decimal places. |
| Only Show Negative Values | Put a tick on if you only want to show negative values on the report |
| Warehouse | Select the warehouse from the drop down arrow If you leave the warehouse on all the report will pull on all warehouses |
| Item To | This will sort your report by warehouse transfer to |
| Type | Select report type or view type Select if you want to view the detailed version of the report or just the summary of the report |
| Min / Max | Select Min/Max on you want to run your report by or le |
| Group Selection | Select a group selection on the drop down |
| 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 |
| Export Button |
This allows you to export the report to Exel |