The Inventory Movement Report is a valuable tool for tracking the movement of inventory within your organization. This guide will walk you through the process of generating an Inventory Movement Report using specified criteria.
To access the report you must navigate to Main Menu > Management > Reports > Supervisor Reports > Inventory Movement Report.
Steps to Generate an Inventory Movement Report:
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Select Report Parameters:
- Choose the results you would like to include in the report:
- All inventory Check-in Records: you can either choose to view all check-in records or narrow down your results to one of the following.
- PO Received
- Retake Inventory
- First Time Inventory
- Inventory Adjustments
- Bring Back Memo
- Invoice w/o PO
- All inventory Check-out Records: you can either choose to view all check-out records or narrow down your results to one of the following.
- Delivery/Back Order Memo
- Retake Inventory
- Inventory Adjustments
- Transfer Memo Out
- Return to Vendor Memo Confirmed
- All inventory Check-in Records: you can either choose to view all check-in records or narrow down your results to one of the following.
- Choose the results you would like to include in the report:
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- Bin Inventory Movement Records:
- All
- Check-In
- Check-out
- Clear Inventory
- Bin Inventory Movement Records:
- Specify the locations for which you want to generate the report. You can select multiple locations if needed.
- Decide whether to include freight details in the report.
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Set Date Range:
- Enter the start and end dates for the report. This allows you to focus on inventory movements within a specific time frame.
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Optional Filters:
- You can further refine the report by searching for specific manufacturers or items. Leave the item# blank to search the entire manufacturer.
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Generate Report:
- Once you have configured the report parameters, click on the "Show Results" button to generate the report.
Please see the example report below:
For this example, I queried the database for all Inventory Check-in Records, all Inventory Check-out Records, and all Bin Inventory Records for All Locations, with freight. Between 02/01/2024 and 05/03/2024
As you can see in the screenshot above the report displays all of the movements that match the criteria in the search parameters.
Date/Time: The date that movement was entered or completed
Location: The location that the item was received for a PO, transferred out of, and transferred to.
Bin: The bin number
Manufacturer: The manufacturer of the item
Item#: The item number assigned to the item
Description: The description that is entered in the group for the item
Check-In Method: How the item was received into the system
QTY in: How many of the items we received
Value +: The value of the item(s) received. This is where the option for with or without freight is utilized. Depending on the selection made on the initial screen this will either be the cost of the items with or without freight
Check-out Method: How the was removed from the system.
QTY Out: The number of items that left inventory
Value -: the cost of the items that left inventory
Sale Price: If the check-out method was a sale the sale price of the item(s) will be displayed
User: Which user confirmed the movement