The Product List Inventory Report offers two key tabs/reports: the Product Inventory Report, which displays product details and sales data, and the Delivered Product Inventory Report, which tracks delivered products and allows users to mark items as delivered. This report helps manage product sales and deliveries effectively.
The Product Inventory Report shows product details, sales data, and transaction information to help manage inventory and track product sales.
1. In the Billing menu, click Product List Inventory Report.
2. The screen defaults to the Product Inventory tab.
3. Select the Facility from the pull-down for which the report should be run.
4. Using the date text box, enter or select a Date Range for which you'd like to run the Product Inventory report.
5. Click Run Report.
The Product Inventory Report displays the School, Product Information: Number, Description, and the Amount Sold.
6. Click on the Amount Sold to open the Product Transactions pop-up window, which provides more details including the Receipt Number, Customer ID, Customer Name, and # Items Purchased.
a. Click the white X to close the pop-up window.
The Detailed Product Inventory Report tracks delivered products, showing customer, school, and product details, and allows users to mark items as delivered.
1. In the Billing menu, click Product List Inventory Report.
2. Click the Detailed Product Inventory tab.
3. Select the Facility from the pull-down for which the report should be run.
4. To run the report for a specific student, select that student from the Students pull-down. To run the report for all students, leave the pull-down blank.
5. Using the date text box, enter or select a Date Range for which you'd like to run the report.
6. Click Run Report.
The Detailed Product Inventory report displays the Customer Name, School Name, Product Information: Number, Description, and Price.
7. Select the Delivered check box to mark the product as delivered to the customer/student.
You have the ability to save your report options before or after running the report.
a. To save a report, click the floppy disk save icon.
b. Enter the Report Name and click Save.
c. To edit a report name after saving, select the report in the pull-down, and then click the blue arrow icon.
i. Edit the Report Name and click Save.
e. In order to generate a saved report, from the Product List Inventory Report screen, select the saved report from the pull-down; your report will generate automatically.
f. To delete a saved report, select the report from the pull-down and click the trash can icon.
i. Click OK in the confirmation message.
Click the Excel icon in the Export section to export the report to an Excel spreadsheet, where it can then be saved to your computer.
To print the report, click the Print icon in the Export section.
a. You can add more than one filter to a column by clicking the green plus sign.
b. To delete an additional filter, click the red minus sign.
c. For additional filtering options, click the gray arrow for a filter pull-down.
d. Click Clear All Filters to remove all applied filters.
See Filters for more information.
Click the columns headers to sort data by name/number in ascending or descending order.
Click Toggle Columns to hide specific columns from the report.
a. To remove/hide the column from the report, clear the selected check box.
If columns are hidden, they will remain hidden until the check box is selected in the Toggle Columns pop-up window, even when navigating away from the screen.