Stock Purchasing Forecast Report
Inventory> Reports> Report List
| Document Dates |
Select document days on the drop-down menu 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 menu |
| Stock Type | Select stock type on the drop-down menu |
| 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 to filter the report by group code |
| 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 |
If you select all warehouses the report will fetch data from all warehouses. If you want to search by a specific warehouse, select the warehouse from the menu. |
| Item To | Select the stock item to |
| Type |
Type allows you to refine your report to only show Item Quantity of sales, Sales Value, Cost of Sales or Quantity and Sales together. |
| 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 |
| 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 an Excel file |