The following reports are available under Inventory:
| Report | Details |
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Inventory Items (Consolidated) |
This report displays your items in your inventory. You may set filters to limit the scope of the generated report. These parameters include the Store Group, Category, Inventory Group, Item, Key Item Status and Supplier. The generated report lists the item's description, whether the item is a "key item", the case cost, the case quantity, the pak quantity, the yield factor, and the unit cost for each item. |
|
Individual Item (Consolidated) |
If you would like to view detailed information about an item you may run this report. You may set filters to limit the scope of the generated report. These parameters include the store group, item, and supplier. Click the "..." box to bring up a dialog box to begin your search. You may add multiple items if you wish. Click "Run Report" to generate the report for the chosen items. This report shows details about the selected items including a description, the inventory group, the reorder level, recipe unit, the account the item is assigned to, the details of all your case sizes for the item, and any unit conversions set for the item. |
| Daily Waste | This report displays your consolidated or local store daily waste. You may set specific date ranges for the report and filter the results by Region, Store, Store Group, Item or Supplier (Consolidated), or by Store, Item, or Supplier (Store). The report will list an item description, a reason, quantity, the unit cost, and total cost for each item. |
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Item Occurrence (Consolidated Only) |
The item occurrence report allows you to see which recipes each item is used in. You may set filters to limit the scope of the generated report. These parameters include the store group, item, and supplier. For each item, any recipes the item is used in will be shown along with the quantity of that item per recipe. The report will also let you know whether each recipe is either a prep, or a product. |
| Theoretical Item Usage | This report displays an ideal usage calculation for each of your items. You may filter the date range, region, store, store group, inventory group, item or supplier (consolidated), or store, category, inventory group, item or supplier (store) for this report. For each of your items, a description, case size, pak quantity, case quantity, by pak quantity, unit cost, and total cost is displayed. |
| Review Inventory | This report lets you view your inventory levels for your items. You may filter this report by setting an end date, region, store, store group, category, inventory group, item or supplier (Consolidated) or by store, category, inventory group, item, key item status or supplier (Store). The report will show the current cost, any adjustments, and the total value for each item in your inventory. |