Sales & Inventory by Item Report

This report will show inventory levels by value and units contained within one page, if excel is chosen the ability to filter and drill down by supplier/category. You can then choose to see the Item Maintenance audit screen for a closer look.

1. In System Menu, Reports > Report Generator

2. Sales Reports

3. Select Sales and Inventory By Item

4. Select Open Report

5. Location Pre-Selected

6. Select Date Range /Tick on/off criteria

7. Process Now (for all items) or Select Items (Select Items, the search screen in Item maintenance will open, Select category e.g. Front/Dispensary or can drill down through selected sub-categories)

8. Click find and then select tagged

9. Select Process Now or Add to Schedule (See Scheduled Reports - How to setup)

10. When the report appears on the screen, select Show Preview and then print this page (PDF) or Export to Excel