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--- design_inventory_report [2020/08/22 13:06 (4 years ago)] – [How to Save Report in the Design Inventory Report] jege
+++ design_inventory_report [2021/06/22 14:29 (3 years ago)] (current) – eluzon
@@ Line 1: / Line 1: @@
 ====== Design Inventory Report ======
+See: https://support.windwardsoftware.com/a/solutions/articles/66000490285
 ===== Overview =====
@@ Line 13: / Line 15: @@
   - <color #0000FF>Setup Wizard</color> > <color #0000FF>Users and Security</color> > <color #0000FF>Names and Passwords</color>
   - 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. \\
@@ Line 27: / Line 29: @@
 **Figure 1**
-<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]].</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**
@@ Line 39: / Line 41: @@
 **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’. \\
+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** \\
 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**
@@ Line 55: / Line 58: @@
 **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) \\
+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 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 date in the design inventory report will affect all inventory items. That is why it is important to make use of the report's 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's 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 Purchases</color> > <color #0000FF>Inventory Reports</color> > <color #0000FF>Design Inventory Reports</color> \\
@@ Line 68: / Line 71: @@
 **Figure 6** \\
 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) \\
+<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 =====
   * Aged Inventory
@@ Line 80: / Line 83: @@
-===== How to Save Report 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 **<color #0000FF>Print Inventory Reports</color>**. \\
 {{: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>