design_inventory_report
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design_inventory_report [2020/08/21 16:07 (4 years ago)] – jege | design_inventory_report [2021/06/22 14:29 (3 years ago)] (current) – eluzon | ||
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====== Design Inventory Report ====== | ====== Design Inventory Report ====== | ||
+ | |||
+ | See: https:// | ||
===== Overview ===== | ===== Overview ===== | ||
- | System Five has several customizable reports and one of which is the Design Inventory Report. This report gives you the ability to customize an inventory report which you can be useful | + | System Five has several customizable reports and one of which is the Design Inventory Report. This report gives you the ability to customize an inventory report which can be useful |
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. | 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. | ||
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===== Requirement ===== | ===== Requirement ===== | ||
- | To access this report, System Five User needs to have access in this report, you need to check some boxes under the Users and Security. \\ | + | To access this report, System Five User needs to check some boxes under the Users and Security. \\ |
- <color # | - <color # | ||
- Select a User. | - Select a User. | ||
- | - Click ‘Edit’. | + | - Click ‘<color #0000FF>Edit User</ |
- | - Go to ‘Inventory’ tab. | + | - Go to ‘<color #0000FF>Inventory</ |
- | - Check the following | + | - Check the following |
{{: | {{: | ||
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**Figure 1** | **Figure 1** | ||
- | < | + | There are several ways of designing your inventory report. Further details on each of the tabs and filters |
**2. Adjust inventory pricing** | **2. Adjust inventory pricing** | ||
- | Another useful in the design inventory report is adjusting inventory pricing. Users will have the ability to change the inventory pricing by changing the percentage rate from its calculation method. You can even change the calculation method itself for your inventory items. | + | Another useful |
- | A. Go to <color # | + | A. Go to <color # |
B. Check on the box: **<color # | B. Check on the box: **<color # | ||
- | C. The | + | C. The |
{{: | {{: | ||
**Figure 2** \\ | **Figure 2** \\ | ||
D. Click ‘OK’. \\ | D. Click ‘OK’. \\ | ||
- | E. Confirm ‘Update master default item with these options? | + | E. Confirm ‘Update master default item with these options? |
{{: | {{: | ||
**Figure 3** \\ | **Figure 3** \\ | ||
F. Click on ‘View’ and then ‘Yes’ \\ | F. Click on ‘View’ and then ‘Yes’ \\ | ||
- | {{: | + | {{: |
+ | **Figure 4** | ||
**3. Change inventory tax** | **3. Change inventory tax** | ||
- | Most (if not all) inventories are subject to tax. This is dependent on which state you’re on and what is applicable to your business. The Design Inventory Report will help you enable the applicable tax necessary for your inventory. \\ | + | Most (if not all) inventories are subject to tax. The tax/es applied (to your inventory) |
- | A. Go to <color # | + | A. Go to <color # |
B. Check on the box: **<color # | B. Check on the box: **<color # | ||
- | C. The | + | C. The |
{{: | {{: | ||
**Figure 5** \\ | **Figure 5** \\ | ||
D. Click ‘OK’. \\ | D. Click ‘OK’. \\ | ||
- | E. Confirm ‘Update master default item with these options? | + | E. Confirm ‘Update master default item with these options? |
F. Click on ‘View’ and then ‘Yes’ (see figure 4) \\ | F. Click on ‘View’ and then ‘Yes’ (see figure 4) \\ | ||
**4. Enable inventory sale date** | **4. Enable inventory sale date** | ||
- | An additional feature of the report is setting up a sale date of your inventory. This is especially helpful if all the items in a category or under a specific supplier are on sale. Activating sale date in the design inventory report will affect all inventory items. That is why it is important to make use of the reports | + | An additional feature of the report is setting up a sale date for your inventory. This is especially helpful if all the items in a category or under a specific supplier are on sale. Activating sale dates in the design inventory report will affect all inventory items. That is why it is important to make use of the report' |
- | A. Go to <color # | + | A. Go to <color # |
B. Check on the box: **<color # | B. Check on the box: **<color # | ||
- | C. The | + | C. The |
{{: | {{: | ||
**Figure 6** \\ | **Figure 6** \\ | ||
D. Click ‘OK’. \\ | D. Click ‘OK’. \\ | ||
- | E. Confirm ‘Update master default item with these options? | + | E. Confirm ‘Update master default item with these options? |
F. Click on ‘View’ and then ‘Yes’ (see figure 4) \\ | F. Click on ‘View’ and then ‘Yes’ (see figure 4) \\ | ||
+ | <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 ===== | ===== Common Usage of Design Inventory Report ===== | ||
* Aged Inventory | * Aged Inventory | ||
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* Creating Labels after Price Change | * Creating Labels after Price Change | ||
- | < | ||
+ | ===== How to Save Reports in the Design Inventory Report ===== | ||
- | ===== How to Save repot 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 #0000FF>Print Inventory Reports</ |
- | + | ||
- | 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 Print Inventory Reports. \\ | + | |
{{: | {{: | ||
+ | ===== Check out this Solution Series Video ===== | ||
+ | |||
+ | This video shows how to use the Design Inventory Report to Print Price Change Labels. | ||
+ | < | ||
+ | <iframe width=" | ||
+ | </ | ||
+ | < | ||
design_inventory_report.1598051264.txt.gz · Last modified: 2020/08/21 16:07 (4 years ago) by jege