Inventory Item Listing

Overview:

The Inventory Items Listing provides a listing of Inventory Items. This listing can be sorted for a specific Inventory Department, Category, Vendor, or Count Type.  This listing is a handy way to view the setup information for Packs, Count Units, and Recipe Units, and for all or desired Inventory Items.

An example of the list is shown below:

Things to know!

• This reporting feature will only be accessible and visible to users who are given access to this function. 
• This listing is a handy way to view the setup information for Packs, Count Units, and Recipe Units, and for all or desired Inventory Items.

Inventory Items Listing

To access the Inventory Items Listing, navigate to Inventory>Listings>Inventory Items Listing.  Upon selection, a screen similar to the one below will display:

Effective Date: Details about an Item (such as packaging) may change over time.  If you want to see the most current Item Detail, select today's date. 

Inventory Department: If you desire to only list Inventory Items in a specific Inventory Department, then use the drop-down search to select that Department. Leaving this field blank will include all Departments. 

Inventory Category: If you desire to only list Inventory Items in a specific Inventory Category, then use the drop-down search to select that Category. Leaving this field blank will include all Categories.

Inventory Item Group: If you desire to only list Inventory Items in a specific Inventory Group, then use the drop-down search to select that Group. Leaving this field blank will include all Groups.

Vendor: If you desire to only list Inventory Items for a specific Vendor, then use the drop-down search to select that Vendor. Leaving this field blank will include all Vendors.

Count Type: If you desire to only list Inventory Items for a specific Count Type, then use the drop-down search to select that Count Type. Leaving this field blank will include all Count Types. Count Type refers to the frequency you assign to an Item for counting it. The Count options are "Never", "Always, and "Only when Active".  Inventory Item Count types are set up in Inventory>Setup>Inventory Items. 

Run Report

When you have completed your listing options, select Run Report and a listing similar to below will display:

In the above example, the inventory items are listed alphabetically, by inventory category. Please click the following link to Inventory Item Setup if you want more information about any of the column headings in the top row.  Please click the following link to Recipe Unit Setup if you want more information about any of the column headings in the second row.  

Report Options: For a description of the toolbar provided at the top of the report, please see "Report Options" for help. Report Options link.