The Inventory Reports feature provides you with a number of ways to access information on your inventory. The following is a brief explanation of the options on this window. 

The main actions here are represented by the three buttons in the middle of the screen:

  • Set Filter – This allows you to narrow your search results.
    • You can filter by a range of SKUs, Styles, Departments and Vendors.
    • This applies to any of the reports except "Purchases Journal" and "Inventory Audit."
  • Generate Report – Uses the selected settings to create your Inventory Report.
    • Like many reports in MicroBiz, you can choose to print the report, view it on your computer screen, or save it to a file.
  • Exit – Closes the Inventory Reports window.


 

Figure 6-13



There are several different reports you can view, and each varies by the data shown and the options you can configure for them. First we'll go over some of the options available for each report:

  • Audit Date Range – Allows you to select the Start/End date to track inventory items.
    • Used for the Inventory Audit report only.
  • Use New Format – Allows you to switch between the newer/older style reports.
    • Used for the Product List by SKU report only.
    • See notes on the SKU report for differences between the new/old formats.
  • Include Serial Numbers – Allows you to include/omit individual serial numbers from the reports.
    • Used for all of the reports except for Matrix, Margin/Markup and Purchases Journal.
  • Include Quantity in Audit List – Used for the Physical Count report only.
  • Sort by Bin/SKU – Used for the Physical Count report only.
  • Inventory List Subtitle – Allows you to enter a line of text that will appear on the Physical Count report.
    • Used for the Physical Count report only.

 

Report

Description

SKU 
Lists all inventory items, sorted by SKU.

When "Use New Format" is enabled:

  • Includes SKU, Description, Vendor, Vendor SKU, Bin, Price, Quantity, Cost, Quantity times Cost.
  • Totals the Cost of Goods and Retail Value for all items currently in stock. Also gives these totals for items with a negative quantity.

    When "Use New Format" is disabled:
  • Includes SKU, Description, Color, Size, Style, Bin, Vendor, Normal Stock, Quantity Committed, Quantity On Hand, Cost, Price.
  • Totals the Number of Units, Cost of Goods and Retail Value for all items currently in stock. Also gives these totals for items with negative quantity.

Department 
Lists all inventory items, sorted by Department.

  • Includes SKU, Description, Color, Size, Style, Bin, Vendor, Normal Stock, Quantity Committed, Quantity On Hand, Cost, Vendor SKU, Price.
  • Totals the Cost of Goods and Retail Value for each Department.
  • Gives a grand total for the Number of Units, Cost of Goods and Retail Value on hand. Also gives these totals for items with a negative quantity.

Description 
Lists all inventory items, sorted by Description.

  • Includes SKU, Description, Color, Size, Style, Bin, Vendor, Normal Stock, Committed, Quantity, Cost times Quantity, Vendor SKU, Price times Quantity.
  • Totals the Number of Units, Cost of Goods and Retail value for all items in stock. Also gives these totals for items with a negative quantity.

Style 
Lists all inventory items, sorted by Style.

  • Includes SKU, Description, Color, Size, Department, Bin, Vendor, Normal Stock, Committed, Quantity, Cost, Vendor SKU, Price.
  • Totals the Cost of Goods and Retail Value for each Style.
  • Gives a grand total for the Number of Units, Cost of Goods and Retail Value on hand. Also gives these totals for items with a negative quantity.

Vendor 
Lists all inventory items, sorted by Vendor.

  • Includes SKU, Description, Color, Size, Style, Bin, Department, Normal Stock, Committed, Quantity, Cost, Vendor SKU, Price.
  • Totals the Cost of Goods and Retail Value for each Vendor.
  • Gives a grand total for the Number of Units, Cost of Goods and Retail Value on hand. Also gives these totals for items with a negative quantity.

Matrix 
Lists all Matrix items, sorted by SKU.

  • Includes SKU, Description, Color, Size, Style, Vendor, Price, Cost.
  • For each SKU, lists all Cells (defined as "ROW x COLUMN"), along with the Normal Stock Level, Quantity On Order, Quantity Committed and Quantity On Hand.
  • Totals the Quantity On Hand, Cost and Retail Value for all items in stock.

Margin/Markup 
Lists all inventory items, sorted by SKU.

  • Includes SKU, Description, Cost, Price, Margin, Markup.
  • Reports your Average Margin and Average Markup for all items.

Physical Count 
Lists all inventory items, sorted by SKU.

  • Includes SKU, Description, Bin.
  • Also includes lines for you to write down the quantity on hand for a physical count, along with "Subtitle" and "Initials" fields.

Purchases Journal 
Lists all inventory items ordered by date range, sorted by date.

  • Includes Purchase Order Date, Received Date, Purchase Order Number, Vendor Code/Name, Amount, Tax, Tax Total.
  • Totals the Amounts, Tax and Tax Totals.

Inventory Audit 
Lists all inventory items with activity within a date range, sorted by SKU.

  • Includes SKU, Description, Start Quantity, Purchases, Sales, End Quantity.