Reports - Category/Type
The following Reports are available -
  • Received By Category - Breakdown By Individual Category or all Categories with Detail or Summary. 
    Options for All Items/Controlled Items Only/Non-Controlled Items Only
    An Optional breakdown by Vendor Invoice/Category is available.
  • Sold By Category - Provides a breakdown of sales by one category or all categories.  This report is sorted by Top Sellers and Gross Margin.
    An optional breakdown by Dollar Range is available.
  • Weekly/Monthly/Yearly Sales Comparison - Shows sales, spreadsheet style, by Category, comparing either the last 4 weeks, 12 months or 4 year item sales totals. 
  • Transfered to Warehouse - Gives a Breakdown of Transfers In and Out of the Store by Store and Date Range. 
    When a Case is broken in Inventory Item Maintenance, using the Break Case option, it providedes a Transfer 'In' of units broken down to and a Transfer 'Out' of Cases broken down. To see Transfers 'Out', click the provided option.
  • Stock On Hand by Category - This report shows, Cost, Retails, Gross Margins, Deposits and Stock on Hand Value for any day it is run, by Category (Detail or G/L Summary).
    Options for All Items/All Active/All Inactive/Retail Prices.
    The G/L groups are linked to the Categories during Category setup.
    There is no Date option on this report, it is a picture of the current Stock On Hand value as of the run time of the report.
    If you wish to go back in time and see the stock position for a previous date, you would have had to create a snapshot of the Inventory stock position for that date using the Stock Sheets system. 
    The Period Activity report works with the Stock Sheet system to provide profit and shrinkage reports, based on period opening and closing stock counts.
  Choose Inventory - Reports from the Menu, this then displays a form that let's you select options for the various reports available.
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To run a report -
  • Choose a report type from the option buttons at the side. 
    The selected option will 'light up' when clicked.
  • Choose a Starting and Ending date range from the two date lines provided. A calendar will pop up when they are clicked on.

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  • Each Report provides it's own options next to the Print Button.
    Click on an option to use it - a check mark or button will appear in the option's box when it is selected..
  • Click Print to preview the report.
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