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--- reports_-_inventory [2015/03/09 08:45 (9 years ago)] – cliff
+++ reports_-_inventory [2018/09/26 06:57 (6 years ago)] – rclarke
@@ Line 3: / Line 3: @@
   * This report is for quantity, not value. Qty in stock, qty sold, and so on are reported on. It does not give dollars sold
   * There are many filtering options and other report options that come into place. It is quite customizable
+====== Florida Department of Revenue Report ======
+Tobacco retailers in Florida are required to submit an “information report” to the State of Florida containing the following:
+  * Seller’s Name
+  * Seller’s license # - Right justified
+  * Retailer’s name
+  * Retailers’ beverage license # – Right justified
+  * Retailer’s address, street, city, state, zip
+  * Item type, cigarettes, cigars, tobacco, beer, wine, spirits, or any combo of these items
+  * Net monthly sales total in dollars
+This will apply to every business who sells into Florida who does not collect sales tax.
+It is to ensure that purchasers of product are properly claiming tax. This is State mandated and they will apparently lose their license if the report is not submitted in it’s entirety.
+For the Florida Department of Revenue report we used the purchase filter feature of the Design customer report. We needed the following fields, the Windward field follows afer the dash:
+License # - Info field (may depend on where customer keeps it though)
+Retailer Name - Name
+Address - Address 1
+City - City
+State - Prov, State
+Zipcode - Postal/Zip
+Sales Month - Needs to be manually typed in, copied and pasted (potential solution would be to put this into a free form field which would automatically populate this
+Monthly Net Sales - Use the Total $ (Purchase Filter) - Add 13 of these, one for each month and one for annual
+Rename the heading
+Go to the purchase filter tab
+Change Purchase Filter name
+Change Purchase Total to Greater than or equal to .01
+Update Purchased Dates
+Update Purchased Categories
+Go back to Columns tab, click on each purchase filter, then choose the appropriate Purchase filter
+View, and export to Excel. Customer may need to massage the data a bit.
 ===== Multicat Report =====
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 ===== Open To Buy Report =====
+  * This report shows inventory value information for a category and the associated GL information for budgets from the associated GL accounts.
+===== Back order report =====
+  * The back order report shows information about inventory back ordered on invoices for your customers