Printing Standard Inventory Reports

The Stock Catalog Report prints basic information about the items in your inventory database. The default sorts for this report are item number and company.

  1. In the (RR) Inventory Reports screen, select the [C] Catalog type code.

  2. Use the Right Hand Columns fields to add information to the report. You can add up to three columns to the right of the standard information on the report. The additional information you specify prints for each item on the report.

    To add no additional information, press Enter. Go to Step 3.

    To add information to the report, enter codes from the following list:
     

    Code

    Additional Printed Information for Each Item

    From

    A

    Average landed cost

     

    R

    Replacement cost

    Cost column in the Item Vendor tab

    P

    List price

    List $ box in the Item Master tab

    1-5

    Corresponding quantity break price

    Qty box in the Item Master tab

    %

    Gross profit percentage

    Gross % box in the Item Master tab

    D

    Maximum standard customer discount

    Max Discount % box in the Item Settings tab

    S

    Assortment code

    Assortment box in the Item Master tab

    B

    Primary bin location

    P Bin box in the Item History Inventory tab. When you use this code, you must specify a bin location in Step 3.

    H

    Number of times an item is placed on an order

    Hits box in the Item History Inventory tab

    W

    Weight of the item

    Weight box in the Item Settings tab

    O

    Total quantity of the item on current P/Os

    On Order box in the Item History Inventory tab

    M

    Minimum and maximum stock levels

    Min and Max boxes in the Item History Inventory tab

    J

    Item quantity currently in stock

    On Hand box in the Item History Inventory tab

    K

    Backorder quantity

    Backorder box in the Item History Inventory tab

    L

    Quantity assigned to customers' orders

     

  3.  Use the Location field to limit the report by location. To include all locations, press Tab. To specify a location, enter it.

Note: To include all locations with separate subtotals for each, enter 00 in this field. This feature works only if you include one or more of the following in right-hand columns: on-order, on-hand, backordered, or allocated quantities.

  1. Use the Sorts fields to specify the order in which information prints. To sort first by item number and then by company, press Enter while the cursor is in the Sort 1 field. Go to Step 6.

    To specify sorts for your report, enter the appropriate sort codes in the Sort 1, 2, and 3 fields. (The sort codes are to the right of the Break Page fields.) For example, to specify vendor as the first sort, enter V in the Sort 1 field. You can specify up to three sorts. For more information, see Inventory Sorts and Limits.

  2. For the first two sorts you select, the cursor moves to the corresponding Break Page field. This field lets you begin a new page each time there is a change in the corresponding sort group. For example, if you specify vendor in the Sort 1 field and specify to break the page in the Break Page 1 field, each time the vendor changes, the information for the new vendor begins at the top of a new page. This field can also be used to leave a blank line between sorts or to print subtotals for the sort.

Note: If you choose to break the page, a heading and subtotal print for each sort group.

  1. To specify a new page for each new group in the specified sort, subtotals for the sort group, or a blank line between each sort, enter the appropriate code from the following list in the corresponding Break Page field.
     

    Code

    Description

    N

    No page break for the particular sort

    Y

    Each new group within the sort prints on a new page and a heading and subtotal print for each new group

    D

    Place a blank line between the sorts with no page break

    S

    Print subtotals for the particular sort with no page break.

  If you specify fewer than three sorts, press Enter.

  1. The cursor moves to the first limit field, the Avg Cost Gt Rep field. You can limit a report using any combination of limits. To be included in a report, however, an item must meet all the limits you set.

Note: There are no default limits for this report. If you do not specify limits, the report includes information for every item in the database.

To set no limits, press Enter until the cursor moves to the Printer field. Go to Step 7.

For details on available limits and how to use them, see Inventory Sorts and Limits.

To limit the report to item records that belong to a particular group, type Y. To limit the report to item records that do not belong to a particular group, type N. To omit items that belong to a particular group, type O.

Note: These limits are often used in combination. For example, to limit a report to items that do not have on-hand quantities, but omit those items that are on-order, specify N in the On Hand field and O in the On Order field.

To limit by a range of items, enter the beginning of the range in the first field, and enter the end of the range in the To field.

  1. Use the Printer field to specify the printer to use.

  2. Use the Copies field to specify how many copies of the report to print.

  3. Use the Records To Print field to specify the number of records to print. For example, if you enter 50, information for the first 50 items prints. The sorts and limits determine which 50 records print.

  4. In the Totals Only field, press Tab. The report prints according to the sorts and limits you set.

See also:

About Inventory Reports