design_inventory_report
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design_inventory_report [2008/09/17 10:55 (16 years ago)] – mgregoire | design_inventory_report [2021/06/22 14:29 (3 years ago)] (current) – eluzon | ||
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- | start up the Design Inventory | + | ====== |
- | {{design_inv_loc.jpg|}} | + | |
- | initial screen should look like this | + | See: https:// |
- | notice that there is a check box that says " | + | |
- | {{design_initialscreen.jpg|}} | + | ===== Overview ===== |
- | your now looking at the gravy of changing mass amounts of inventory records notice the white and yellow cells | + | System Five has several customizable reports and one of which is the Design Inventory Report. This report |
- | white cells will be uneffected by the report, inventory items will retain their original settings for those cells, | + | |
- | the yellow happens when you make a change | + | |
- | Changing price codes, percentages, | + | |
- | {{prioce_schedule_change_screen.jpg|}} | + | Using the Design Inventory Report, you are able to design the report that you need to measure specific performance aspects of your business. With more than 40 filtering criteria and more than 200 available columns, you’ll never again be without the right information. In addition, you are able to [[excel_tips|export your entire report to Microsoft Excel]] with the click of a button. |
- | once the changes you plan on making are setup we can start going through | + | ===== Requirement ===== |
- | next we will want to setup some filters | + | |
+ | To access this report, System Five User needs to check some boxes under the Users and Security. \\ | ||
+ | |||
+ | - <color # | ||
+ | - Select a User. | ||
+ | - Click ‘< | ||
+ | - Go to ‘< | ||
+ | - Check the following boxes provided in the screenshot below. \\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ===== Common Usage of Design Inventory Report ===== | ||
+ | |||
+ | **1. Designing Inventory Report** | ||
+ | |||
+ | This gives System Five user the ability to customize an inventory | ||
+ | {{: | ||
+ | **Figure 1** | ||
+ | |||
+ | There are several ways of designing your inventory report. Further details on each of the tabs and filters you can refer to this [[https:// | ||
+ | |||
+ | **2. Adjust inventory pricing** | ||
+ | |||
+ | Another useful way in the design inventory report is adjusting inventory pricing. Users will have the ability | ||
+ | |||
+ | A. Go to <color # | ||
+ | B. Check on the box: **<color # | ||
+ | C. The Inventory Price Schedule window should show up. Select | ||
+ | {{: | ||
+ | **Figure 2** \\ | ||
+ | D. Click ‘OK’. \\ | ||
+ | E. Confirm ‘Update master default item with these options?’, you may click ‘YES’ or ‘NO’. (If you wanted to save the changes, you made to your default inventory item, click ‘YES’, otherwise, click ‘NO’.) \\ | ||
+ | {{: | ||
+ | **Figure 3** \\ | ||
+ | F. Click on ‘View’ | ||
+ | {{: | ||
+ | **Figure 4** | ||
+ | |||
+ | **3. Change inventory tax** | ||
+ | |||
+ | Most (if not all) inventories are subject | ||
+ | |||
+ | A. Go to <color # | ||
+ | B. Check on the box: **<color # | ||
+ | C. The Inventory Price Schedule window should show up. Select the applicable taxes for your inventory. (see figure 5) \\ | ||
+ | {{: | ||
+ | **Figure 5** \\ | ||
+ | D. Click ‘OK’. \\ | ||
+ | E. Confirm ‘Update master default item with these options?’, you may click ‘YES’ or ‘NO’. (If you wanted to save the changes, you made to your default inventory item, click ‘YES’, otherwise, click ‘NO’.) (see figure 3) \\ | ||
+ | F. Click on ‘View’ and then ‘Yes’ (see figure 4) \\ | ||
+ | |||
+ | **4. Enable inventory sale date** | ||
+ | |||
+ | An additional feature of the report | ||
+ | |||
+ | A. Go to <color # | ||
+ | B. Check on the box: **<color # | ||
+ | C. The Inventory Price Schedule window should show up. Put in the start and end date of the sale’s effectivity. \\ | ||
+ | {{: | ||
+ | **Figure 6** \\ | ||
+ | D. Click ‘OK’. \\ | ||
+ | E. Confirm ‘Update master default item with these options? | ||
+ | F. Click | ||
+ | |||
+ | <note tip>Any changes made (e.g. price percentage rate, pricing method, taxes, and etc.) should always have a <color # | ||
+ | ===== Common Usage of Design Inventory Report ===== | ||
+ | * Aged Inventory | ||
+ | * Category Analysis | ||
+ | * Creating Scan Sheets | ||
+ | * Comparative Sales by Date | ||
+ | * Creating Labels after Price Change | ||
+ | |||
+ | |||
+ | ===== How to Save Reports in the Design Inventory Report ===== | ||
+ | |||
+ | Once you’re able to customize and build the report suitable for your business, you can ‘Save’ the report and make it available to staff. This saved report will be available via the **<color # | ||
+ | {{: | ||
+ | |||
+ | ===== Check out this Solution Series Video ===== | ||
+ | |||
+ | This video shows how to use the Design Inventory Report to Print Price Change Labels. | ||
+ | |||
+ | < | ||
+ | <iframe width=" | ||
+ | </ | ||
+ | |||
+ | < | ||
- | you will also need to use the column tab and select at lease one field or as many as you like or the report will not work | ||
- |
design_inventory_report.1221674158.txt.gz · Last modified: 2008/09/17 10:55 (16 years ago) by mgregoire