reports:items_and_stock

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
reports:items_and_stock [2024/11/04 16:45] – [Report on items that have more than X months stock on hand] Gary Willettsreports:items_and_stock [2025/05/21 05:16] (current) – [Expired stock] Rachana Kunwar
Line 176: Line 176:
  
 === 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 ===
Line 191: Line 190:
 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 }}
Line 211: Line 210:
  
 === 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 ====
Line 260: Line 259:
  
 ==== 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 |}}
  
Line 313: Line 317:
  
 {{ :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 }}
  
 \\ \\
  • Last modified: 2024/11/04 16:45
  • by Gary Willetts