Item Stock Summary

The Item Stock Summary Report, also know as the Product Manager Stock Report shows the status of products with regards to sales orders. The report can also be printed from a Sales Order on the Product Manager > Options > Labels & Reports > Printable Product Manager.

The report is pretty straightforward, listing:

• Product Name
• Product Sales Description
• Quantity sold
  

Then there will be numbers in four columns, representing the quantity of product that has been:

• Requested: requested by a salesperson or project manager and now residing in the Purchase Request Manager queue.
• Ordered: placed on a purchase order.
• Staged: marked as received in the warehouse and set aside for a particular job.
• Delivered: marked as delivered to the customer, either on a work order, project, or the sales order product manager.
  

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The report can be filtered and sorted in a number of ways, either when the report is first generated, or by selecting the Options button and modifying the search criteria.

Filters

• Sales Order Status – Show products from sales orders that have a particular status.
• Site – Companies that have multiple store locations will have the option to print this list based on a specific Site.
• Sales Order Filter – Products that come from sales orders with a specific filter.
• Sales Order Type – Another filter set by your system admins.
• Sales Order From – Define the start date of a date range for the sales orders.
• Sales Order To – Define the end date of sales orders in a date range.
• Sales Order Sales Person – Find product sold by a particular salesperson.
• Sales Order Technical Designer – Find items where a particular individual is listed as the technical designer.
• Sales Order Project Manager – List parts where a specific person is listed as the PM.
• Sales Order – Show only the parts on a specific sales order.
• Needs Attention – True: shows product where the total sum of ordered, staged, and delivered quantity does not equal the quantity sold. False: shows products where the ordered, staged, and delivered quantities equal the quantity sold.
• Needs Invoiced – True: shows products that have been marked as delivered but do not appear on an invoice.
• Product Manufacturer – Display only products from a specific manufacturer.
• Product Category – Show only products that match a specific product category.
• Product Type – List only products that match a certain product type.
• Labor Phase – Displays any product that has been set to a specific labor phase.

Summary

There are four dropdown Summary Options available. Choosing these options will show you the totals of parts by each summary item. Add a second or third option to further organize the report.

• Customer – shows totals for each customer
• Sales Order – breaks down totals for each sales order
• Vendor – displays totals per vendor, as defined by the default vendor on an item.
• Manufacturer – displays totals for each manufacturer
• Location – shows total items by location
• Group – sorts the report based on the Default Proposal Group as assigned on the Product Details in the Items module.
• Phase – shows the total number of items per labor phase.
• Product – displays total quantities per product
• Product Instance – breaks out the number of products per time it is used on a sale
• Sales Rep – shows the total products per salesperson

Show

Requested – are parts that have been requested, but haven’t yet been ordered, allocated, or delivered.
Ordered – parts that have been placed on a purchase order.
Staged – parts that have either been taken out of inventory or received on a purchase order for a particular job.
Delivered – items that have been marked as delivered to the end customer.
No Action – parts where no requests, purchase orders, staging, or delivery has taken place.
Hide Removed Items – this excludes any items that have been removed from the sales order, typically through a change order.
Show Retail NOT Cost – If you choose to show prices, you can choose the Retail price (to your customer) or the cost (to the company).
Hide Prices – this will show no prices at all.

Once you have made your filter, sort, and show selections, press this button to re-run the report with the modified parameters.

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