Inventory Report

With the Inventory Report, you can view all merchandise items that are currently in stock according to the sales data calculated by the system.

You can also use this report to track merchandise levels. If a specific merchandise item is running low, you know to reorder it before you sell out. If you notice an item is slow to sell and you have excess inventory, you can set up a discount for that item in an attempt to help sales.

To view this report, from Merchandise, select Inventory report. In the Department field, select whether to include inventory items from all or specific departments, or a selection of items based on a department query. In the Group by field, you can group the report results by groupings such as Category, Department, and Vendor. If you group the report by a specific grouping, you can also select the report type such as detailed or summary. To include inactive merchandise items in the report, select Include inactive. After you select the options, select View Report.

The report displays information such as the item details, quantity, average cost, inventory value, and retail price.

Note: If you use multiple vendors for a merchandise item, it’s important to know that this report displays the primary vendor, which may not be the vendor used for the last inventory shipment. Specifically, the report displays the primary vendor entered on the Change inventory screen of the merchandise item's record. To verify the primary vendor, on the Inventory tab, select the inventory item and select Change Inventory.

If the Vendor field is left blank on the Change inventory screen for a shipment, the report displays the detail vendor entered on the merchandise record. To verify the detail vendor, select Edit merchandise under Tasks. (This is also the vendor that displays at the top of the merchandise record.) When you reorder this item, first check its History tab to make sure you choose the correct vendor. See this KB article for more information.