Inventory Depletion Report

Overview:

Inventory Depletions are entered to deplete inventory for reasons other than transfers such as donations or promotional activities. Inventory, Combined, Recipe, and Sales Items can be depleted.

The Inventory Depletion Report summarizes the items that have been depleted for a selected date range. It can be run in summary or detail. An example of detail is shown below:

The Inventory Depletion Report shows the Site (unless a site is selected), the date, and the items that have been depleted. The Pack Cost is multiplied by the Pack Size and/or Count Units depleted to determine the total depleted cost for each item. A total amount is calculated for all items.

Inventory Depletion Report:

The Inventory Depletion Report is accessed by using the Sidebar to select the Depletions Menu Option and then selecting the Inventory Depletions Report. After selection, you will land on a report parameters display as shown in the example below:

Site: This prompt will only display if you are logged into your Company versus a Site. Select a site for the report using the drop-down, or if you want to include all sites, then leave this field blank.

Begin Date: Select a start or begin date for the report (required).

End Date: Select an end date for the report (required).

Inventory Depletion Type: You can, optionally, run the report for a selected Inventory Depletion Type by selecting the type from the drop-down.

Detail or Summary: The report can show the item detail (Detail) or a total (Summary). An example of the Summary is shown below:

Report Options: For a description of the toolbar provided at the top of the report, please click this Report Options link.

Click on the up arrow icon if you want to go back to the report parameters. Click on the blue close button to close the report.