reports:items_and_stock

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reports:items_and_stock [2024/11/04 16:36] – [Item slow movers] Gary Willettsreports:items_and_stock [2025/05/21 05:16] (current) – [Expired stock] Rachana Kunwar
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 === Include items with no usage in the last 12 months === === Include items with no usage in the last 12 months ===
- +If this box is checked, items with no usage over the last year will be included. This will include items for which there are no transactions at all. This check box will have no effect if the previous "days cover" field is filled in, as an item with no usage will have "infinite" cover- any stock you do have is going to last you forever!
-If this box is checked, items with no usage over the last year will be included. This check box will have no effect if the previous "days cover" field is filled in, as an item with no usage will have "infinite" cover- any stock you do have is going to last you forever!+
  
 === Include usage for build ingredients === === Include usage for build ingredients ===
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 If you want to save the report in Excel (or any installed spreadsheet program), choose File > Save as. If you want to save the report in Excel (or any installed spreadsheet program), choose File > Save as.
 === Item usage report preview === === Item usage report preview ===
-{{ .:report-item_usage.png?500 }}+{{ .:report-item_usage.png?600 }}
  
 ====Suggested ordering report ==== ====Suggested ordering report ====
 This report shows usage data, months cover of stock remaining and a suggested quantity to order for each item. The Purchaser can review this report to make a final decision on how much stock to order. This report shows usage data, months cover of stock remaining and a suggested quantity to order for each item. The Purchaser can review this report to make a final decision on how much stock to order.
  
-From the //Item usage report// dialogue box, select the **Suggested ordering report** option from the drop-down menu. Alternatively, select the **Suggested ordering [Excel] report** to create an Excel report. +From the //Item usage report// dialogue box, select the **Suggested ordering report** option from the drop-down menu. Alternatively, select the **Suggested ordering [Excel] report** to create an Excel report: 
-{{ :reports:suggested-ordering-report-selection.png?400 |}}+{{ :reports:suggested-ordering-report-selection.png?300 |}}
  
 {{ .:suggested_ordering.png?500 }} {{ .:suggested_ordering.png?500 }}
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 === Suggested ordering report preview === === Suggested ordering report preview ===
-{{ :reports:suggested-ordering-report.png |}}+{{ :reports:suggested-ordering-report.png?800 |}}
  
 ====  Item usage with outstanding purchase orders ==== ====  Item usage with outstanding purchase orders ====
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 When you click on the **OK** button you are taken to the printing options window: When you click on the **OK** button you are taken to the printing options window:
  
-{{ :reports:pasted:20241104-163337.png?300 }}+{{ :reports:pasted:20241104-163337.png?400 }}
  
 There are two versions of this report, the standard one or one showing the individual batches of each item. Choose the one you want using the **Form to use** drop down list. There are two versions of this report, the standard one or one showing the individual batches of each item. Choose the one you want using the **Form to use** drop down list.
  
 The standard report looks like this: The standard report looks like this:
 +{{ :reports:pasted:20241104-164213.png?700 }}
  
 The one with batches looks like this: The one with batches looks like this:
 +{{ :reports:pasted:20241104-164219.png?700 }}
  
 +Please note that: 
 +  * The months of stock is calculated for all batches together, not for individual batches. 
 +  * The maximum months of stock shown is 1200 i.e. 100 years! This figure will be shown for all items that have no consumption as well as those for which you genuinely have that much stock.
  
  
 ==== Expired stock ==== ==== Expired stock ====
 +
 +<WRAP center round info 60%>
 +This is a customised report only available for few of our clients. 
 +</WRAP>
 +
 {{ :reports:pasted:20241021-114532.png?400 |}} {{ :reports:pasted:20241021-114532.png?400 |}}
  
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 {{ :reports:itm_ldgr_ddl_ru.png?400 |}} {{ :reports:itm_ldgr_ddl_ru.png?400 |}}
 +
 +The //Purchases by suppliers// report relates stock received to purchase orders made and looks like this:
 +
 +{{ :reports:pasted:20250319-154418.png?1100 }}
 +
 +The //Stock movement with stores// report looks like this:
 +
 +{{ :reports:pasted:20250319-163106.png?1100 }}
  
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  • Last modified: 2024/11/04 16:36
  • by Gary Willetts