Three Part Blog. Part 3 – Advanced Understock Report

The following is a response to a customer question after attending out CMS Road Show in Denver, CO. 

 How do I get to these three reports?

 1) A report of all our stock items, and how many of each we sold last year.

2) A list of what we have in stock, with quantity.

3) A report on items where our stock is low, according to the limits we have previously set.

This blog is going to cover report number 3. 

3) Advanced Understock Report. 

blog 1

 Select Advanced Understock to monitor which stock items need to be replenished along with the total sold of each item in 5-, 30-, and 60-day increments. The Inventory Advanced Understock Report includes the following detail for each stock item:

  •             Stock Number
  •             Item Description
  •             Understock Quantity
  •             Stock Location
  •             Vendor
  •             Product Type
  •             Quantity on Order
  •             Minimum Quantity
  •             Last Cost
  •             Quantity on Hand
  •             Quantity Committed
  •             Quantity sold in the last 15, 30, 60 days 
  • blog 2

    To sort the report or filter data using one of the user-defined fields, select the field name from the Sort By drop-down list and specify the range of values that you wish to include.

    Enter the first item and the last item (Stock Number, Product Type, Vendor, etc.) for the range of items you want to print.  To print a single item, enter the same item in both boxes.

    Published by Kevin on September 23rd, 2009 tagged Tips & Tricks

    Leave a Comment