Warehouse Levels
Inventory module> Reports> Reports List
Allows a selection of minimum, maximum, and reorder level quantities in the inventory warehouse setup. Gives the quantity needed at different levels.
To generate the report, select options from the following fields below.
| Levels | Select the Inventory level option from the drop-down menu that describes the report you are after. |
| Sort By | Sort the report by selecting one option from the drop-down menu allows the user to pull a report that will be sorted by either, Code, Description or Supplier. |
| Stock From / Stock To |
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 from and to the selected codes 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 |
| Show Zero Levels |
If you put the tick on, it will display all levels including levels with zero quantity If you don't the tick on the report will exclude all items with zero |
| Purchase Qty | Put a tick on if you want the report to display the purchase qty |
| Show Month Sales | Put a tick on if you want your report to display month sales |
| Active | This will pull out active warehouse levels only for this report when selected |
| Last Sales |
If you want to see all warehouse levels, click leave selection to none Select a last sale from the drop down if you want to search by specific last sales |
| Decimal |
It is advisable to set decimals to two places You can view the report with any number of decimal places. |
| 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. |
| Sub Sort | 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 Supplier. |
| Use Groups | Put a tick on if you want to pull a report by groups |
| Groups Selection |
Select a group selection on the drop down and move group codes you wish to filter your report by to selected window |
| 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 Excel |
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