reports_-_inventory
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reports_-_inventory [2015/03/09 08:49 (9 years ago)] – cliff | reports_-_inventory [2021/08/02 06:34 (3 years ago)] (current) – anemenzo | ||
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====== Inventory Reports ====== | ====== Inventory Reports ====== | ||
+ | |||
+ | See https:// | ||
+ | |||
===== Print Inventory Reports & Design Inventory Reports ===== | ===== Print Inventory Reports & Design Inventory Reports ===== | ||
* This report is for quantity, not value. Qty in stock, qty sold, and so on are reported on. It does not give dollars sold | * 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 | * 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 ===== | ===== Multicat Report ===== |
reports_-_inventory.1425916193.txt.gz · Last modified: 2015/03/09 08:49 (9 years ago) by cliff