Skip to main content

Warehouse Levels

Inventory module> Reports> Reports List

Allows a selection of minimum, maximum, and reorder level quantities which is setup in the inventory warehouse setup. Gives the quantity needed inat different levels. 

image.png

To generate the report, select options from the following fields below.

Levels selectSelect the level option from the drop drop-down arrow
Sort By sortSort the report by selecting one option from the drop down arrow
Stock From select

If you leave the stock fromitem andfields theblank, all stock to,items forwill 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
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 thisThis 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 sales 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 selectSelect the warehouse from the drop down arrow
Sub Sort selectSelect subthe sort option from the drop down arrow
Stock To selectSelect the stock from and the stock to, for the report
GroupUse SelectionGroups
Put a tick on if you want to pull a report by groups
LastGroups SalesSelection
Select a group selection on the drop down
UseGenerate GroupsButton

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 ButtonThis allows you to export the report to Exel 


Back to top