design_inventory_report
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design_inventory_report [2020/08/22 12:46 (4 years ago)] – [Requirement] 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 ===== | ||
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- <color # | - <color # | ||
- Select a User. | - Select a User. | ||
- | - Click ‘Edit User’. | + | - Click ‘<color #0000FF>Edit User</ |
- | - Go to ‘Inventory’ tab. | + | - Go to ‘<color #0000FF>Inventory</ |
- Check the following boxes provided in the screenshot below. \\ | - Check the following boxes provided in the screenshot below. \\ | ||
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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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- | ===== How to Save repot in the Design Inventory Report ===== | + | ===== How to Save 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. \\ | + | 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</ |
{{: | {{: | ||
+ | ===== 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.1598125562.txt.gz · Last modified: 2020/08/22 12:46 (4 years ago) by jege