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design_inventory_report [2020/08/22 12:46 (4 years ago)] – [Requirement] jegedesign_inventory_report [2021/06/22 14:29 (3 years ago)] (current) eluzon
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 ====== Design Inventory Report ====== ====== Design Inventory Report ======
 +
 +See: https://support.windwardsoftware.com/a/solutions/articles/66000490285
  
 ===== Overview ===== ===== Overview =====
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   - <color #0000FF>Setup Wizard</color> > <color #0000FF>Users and Security</color> > <color #0000FF>Names and Passwords</color>   - <color #0000FF>Setup Wizard</color> > <color #0000FF>Users and Security</color> > <color #0000FF>Names and Passwords</color>
   - Select a User.   - Select a User.
-  - Click ‘Edit User’. +  - Click ‘<color #0000FF>Edit User</color>’. 
-  - Go to ‘Inventory’ tab.+  - Go to ‘<color #0000FF>Inventory</color>’ tab.
   - 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**
  
-<note>There are several ways on designing your design inventory report. Further details on each of those columns you refer to this [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Design_Inventory_Reports_command.htm|link]].</note>+There are several ways of designing your inventory report. Further details on each of the tabs and filters you can refer to this [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Design_Inventory_Reports_command.htm|link]].
  
 **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 way 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.
  
-A. Go to <color #0000FF>Inventory and Purchase</color> > <color #0000FF>Inventory Reports</color> > <color #0000FF>Design Inventory Reports</color> \\+A. Go to <color #0000FF>Inventory and Purchases</color> > <color #0000FF>Inventory Reports</color> > <color #0000FF>Design Inventory Reports</color> \\
 B. Check on the box: **<color #0000FF>Adjust inventory included in this report</color>**. (see figure 2) \\ B. Check on the box: **<color #0000FF>Adjust inventory included in this report</color>**. (see figure 2) \\
-C. The Inventor Price Scheduled should show up. Select the price schedule, you would like to update. (see figure 2) \\+C. The Inventory Price Schedule window should show up. Select the price schedule, you would like to update. (see figure 2) \\
 {{:figure_2_update_price.jpg?600|}} \\ {{:figure_2_update_price.jpg?600|}} \\
 **Figure 2** \\ **Figure 2** \\
 D. Click ‘OK’. \\ 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’. \\+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_update_master_default.jpg?300|}} \\ {{:figure_3_update_master_default.jpg?300|}} \\
 **Figure 3** \\ **Figure 3** \\
 F. Click on ‘View’ and then ‘Yes’ \\ F. Click on ‘View’ and then ‘Yes’ \\
-{{:figure_4_save_changes.jpg?600|}}+{{:figure_4_save_changes.jpg?600|}} \\ 
 +**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) 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/es necessary for your inventory. \\
  
-A. Go to <color #0000FF>Inventory and Purchase</color> > <color #0000FF>Inventory Reports</color> > <color #0000FF>Design Inventory Reports</color> \\+A. Go to <color #0000FF>Inventory and Purchases</color> > <color #0000FF>Inventory Reports</color> > <color #0000FF>Design Inventory Reports</color> \\
 B. Check on the box: **<color #0000FF>Adjust inventory included in this report</color>**. (see figure 5) \\ B. Check on the box: **<color #0000FF>Adjust inventory included in this report</color>**. (see figure 5) \\
-C. The Inventor Price Scheduled should show up. Select the applicable taxes for your inventory. (see figure 5) \\+C. The Inventory Price Schedule window should show up. Select the applicable taxes for your inventory. (see figure 5) \\
 {{:figure_5_update_tax.jpg?600|}} \\ {{:figure_5_update_tax.jpg?600|}} \\
 **Figure 5** \\ **Figure 5** \\
 D. Click ‘OK’. \\ 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) \\+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) \\ 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 filtering feature (e.g. by supplier, by category, etc.). In that way, changes will only apply according to the filters you made. \\+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'filtering feature (e.g. by the supplier, by category, etc.). In that way, changes will only apply according to the filters you made. \\
  
-A. Go to <color #0000FF>Inventory and Purchase</color> > <color #0000FF>Inventory Reports</color> > <color #0000FF>Design Inventory Reports</color> \\+A. Go to <color #0000FF>Inventory and Purchases</color> > <color #0000FF>Inventory Reports</color> > <color #0000FF>Design Inventory Reports</color> \\
 B. Check on the box: **<color #0000FF>Adjust inventory included in this report</color>**. \\ B. Check on the box: **<color #0000FF>Adjust inventory included in this report</color>**. \\
-C. The Inventor Price Scheduled should show up. Put in the start and end date of the Sale’s effectivity. \\+C. The Inventory Price Schedule window should show up. Put in the start and end date of the sale’s effectivity. \\
 {{:figure_6_update_sale_date.jpg?600|}} \\ {{:figure_6_update_sale_date.jpg?600|}} \\
 **Figure 6** \\ **Figure 6** \\
 D. Click ‘OK’. \\ 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) \\+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) \\ 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 #ffc90e>yellow</color> highlight as provided in the screenshots above.</note>
 ===== 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 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 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</color>**. \\
 {{:saved_design_inventory_report.jpg?600|}} {{:saved_design_inventory_report.jpg?600|}}
  
 +===== Check out this Solution Series Video =====
 +
 +This video shows how to use the Design Inventory Report to Print Price Change Labels.
 +
 +<HTML>
 +<iframe width="560" height="315" src="https://www.youtube.com/embed/Ap91R1n054s?rel=0" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
 +</HTML>
  
-<note>Note: You may refer to <color #0000FF>__Working with Design Inventory Reports__</color>for further details and demonstrations in utilizing System Five Design Inventory Report.</note>+<note>Note: You may refer to [[https://attendee.gotowebinar.com/recording/4415114639332924936|Working with Design Inventory Reports]] for further details and demonstrations in utilizing System Five Design Inventory Report.</note>
  
design_inventory_report.1598125562.txt.gz · Last modified: 2020/08/22 12:46 (4 years ago) by jege