Receiving By Item Report
Overview:
The Receiving By Item Report looks across all of the Receipts (Invoices, CODs, or Credit Memos) from a vendor for the selected date range and reports averages or totals for each inventory item. An example of the report is shown below:
Things to know!
- This report will only be accessible and visible to users who are given access to this report function.
- The Receiving By Item Report will aggregate Inventory Items for all Receipts (Invoices, CODs, or Credit Memos), for a selected date range, and by Vendor or selected Vendor.
- The invoice item detail is available by drilling down the quantity received when the report is displayed.
- There are buttons at the top of the report columns for sorting this report (highest to lowest or lowest to highest values).
Report Parameters:
To Run a Receiving By Item Report, use the Sidebar to navigate to the Receive menu option, and then select the Receiving By Item Report from the submenu. Upon selection, a Report Parameters screen like the one below will display:
Site: If you are logged into your Company (versus a Site), then you will be required to select a Site. Use the drop-down to select the Site.
Begin Date: From the drop-down calendar, select a starting date range.
End Date: From the drop-down calendar, select an ending date range.
Vendor: If you want to view only one Vendor, use the drop-down search to select the Vendor.
Inventory Department: If you want to view only one Inventory Department, use the drop-down search to select the Department.
Inventory Category: If you want to view only one Inventory Category, use the drop-down search to select the Category.
Inventory Group: If you want to view only one Inventory Group, use the drop-down search to select the Group.
Show Receiving Detail: If this option is selected, then each receipt of an item over the date range selected will show on the report. For example, if the item Buttermilk was received three times over the date range selected each receipt will be included on the report. If this option is not selected, the receipts for Buttermilk over the selected date range will be aggregated into one line item on the report.
Sortable: If this box is checked, the report display will include tools in the column headers for sorting the column information from the highest to the lowest or the lowest to the highest.
Run Report: Once you have selected your report parameters, click the Run Report button to list the report.
Receiving By Item Report:
Selecting to Run the Receiving By Item Report in Summary will display a report similar to below.
Selecting to Run the Receiving By Item Report in Detail will display a report similar to below:
Column Headers: This report is sorted by Vendor, then by Item Category, and then by Item. It is averaging or totaling all invoices received across the selected date range. If you display this report the quantity received for each item is in blue which means you can drill down on that number. In the example below, we have drilled down on the Tortilla Flour 10" quantity received of 10.
When you see this button it means a sort option is available to display the transactions in ascending or descending order (from lowest to highest or highest to lowest). Click on the button to invoke the sort option. Click once for lowest to highest. Click again to reverse the sort to be for highest to lowest.
Report Options: For a description of the toolbar provided at the top of the report, please click this Report Options link.
Receiving By Item Report - Drill Down option on the Quantity Received:
If a value is displayed in blue on a COGS-Well report that means you can click on that value to drill down on the detail for that value. In the example report above, the Quantity Received is displaying values in blue. If you want to see the detail for Tortilla Enchilada 6" Mesa, you can click on it and the detail for that invoice will display like the example below. If you want to return to the report, then click the back arrow at the top left of the report toolbar.
Receiving By Item Report - Sortable Box is Checked:
The report parameters display includes an option to run a "Sortable" version of the Receiving by Item report to sort Top X items (highest to lowest or lowest to highest) for received item costs, quantities, or total cost. The sort button can be clicked to invoke the sort. Below is an example of the report with the Sortable option selected:
