The following report will allow you to see both what you have in inventory and how many have been sold or delivered
To access the report, you must navigate to Main Menu > Ordering > Inventory > Items Report > and select Combined Inventory & Item Movement Report. Once you have accessed the report you will be presented with the following screen where you will be able to narrow down your search.
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Manufacturer Code:
- From here you will select the manufacturer you wish to view
Select History:
- You will have several options to narrow down the time frame you to search for you can either select one of the predetermined periods or set your own.
Select Dates Refers to:
- You will have two options here you can either choose to search by all items sold within the selected time period or only items that have been delivered.
After you have made your selections simply click on Submit to run the report. Once run you will be presented with the page below.
Item#: If you click this link it will take you to the item image
Description: Description of the item that comes from the Edit/Delete Group page.
Finish: The Finish for the item. If there are multiple Finishes for the same item in stock or on order, all will be listed as individual line items on the page.
Fabric: The fabric for the item. If there are multiple Fabrics for the same item in stock or on order, all will be listed as individual line items on the page.
QTY InStock+DAM: This is the number of items physically at your locations. This includes available, reserved, and damaged items. As seen in the screenshots below.
QTY Reserved: This is the number of items that have been reserved for customer sales. When selected it will display the information for the sale that the item is reserved for as seen in the screenshot below.
QTY Locked: This is the number of items that are in a Locked location. When selected you are presented with the screen below.
- From this screen if you would like to transfer the item out of the locked location. You will need to click on the number under Locked QTY. Which will take you to the Transfer Memo screen
QTY Available: This is the number of items that are physically in inventory, not reserved, and are not in a locked location.
QTY OnOrder: This is how many items are on Purchase Orders that have been printed but not received. By clicking on the link, you will be able to view the purchase order number.
QTY Damaged: This is how many items are physically in inventory that have been marked as Damaged
QTY Sold/Delivered (This will be the time frame selected on the query page): This will display the count of the item sold or delivered within the designated time frame
QTY To Order: Based on the information provided if you see the need to place an order for the item you will enter the quantity here
Add to PO: If you have entered a quantity into the field mentioned above you may click on Add to PO and this will create an entry in the Items for PO section of EZ Process Pro.