Inventory Reports

Modified on: 2018-06-05 01:23:07 -0400


Overview

The stock report generates periodic and perpetual inventory reports.


Prerequisite

The account must have Advanced Production and Advanced Stocking enabled by Jera Support. The stock report is based on the stock table which is updated nightly.  If changes are made to orders, waste or inventory records the stock table must be updated prior to running any stock reports. 


Updating the Stock Table

Navigation

From a location > Administration > Catalog > Stock > Stock Calculator

  1. Click the Use Refresh Routine
  2. Click Calculate Stock


Generating Stock Level and Usage Reports

Navigation

From a location > Reports > Other Reports > Product Stock

Primary Filter Options:

  • Location: Select the location that you wish to report on.
  • Date Range: For period reports physical inventory counts must be recorded in Supplyit. The dates you select will depend on the type of report you intend to run.
  • Unit: To change the type of numeric output select one from the available units. Use the link (Click here for unit information) to preview how items will be masked on the report with the selected unit and any unassigned products. 
  • Type: There are six standard stock reports. Each selection will prepopulate the range and filter options. The report options are suggested but can be changed.. 
    • Perpetual stock or usage is calculated from activity in the range. Additions (purchase, work and requistion orders ) and withdrawals (sales orders, waste ) are recorded to provide a balance of quantity and value.
    • Periodic stock or usage is calculated from an inventory record and purchases. Periodic usage reports require two inventory records and all purchases made between those inventories.
  • Output type:
    • Value ($): Display $ values for fields
    • Quantity (#): Display quantities for fields
  • Product types: 
    • Generic - An ingredient item that is related to specific item(s). A generic item increases when the related specific item is purchased.
    • Specifics - Vendor items


Perpetual Stock 

Range: Inventory to End (periodic inventory on 5/19, last activity is represented by to date in under each item 5/21)

Filter: Inventory In Range (pulls products from inventories in the date range)

Product types: Specifics (Vendor items)

CALCULATION = Starting # + Increases (Purchases+ Work Orders) - Decreases (Sales + Requisitions + Waste) = PERPETUAL STOCK

Perpetual Usage

Range: Full Range

Filter: Inventory In Range (pulls products from inventories in the date range)

Product types: Specifics (Vendor items)

CALCULATION = Decreases (Sales + Requisitions + Waste) = PERPETUAL USAGE

Periodic Stock 

Range: Start to Inventory

Filter: Inventory In Range

Product types: Specifics (Vendor items)

Periodic Usage

Range: Between Inventories

Filter: Inventory In Range

Product types: Specifics (Vendor items)

CALCULATION = Starting Inventory Count + Increases (Sales + Work Orders) - Ending Inventory Count  = PERIODIC USAGE

Perpetual vs. Periodic Stock 

Range: Start to Inventory

Filter: Inventory In Range

Product types: Specifics (Vendor items)

Perpetual vs. Periodic Usage

Range: Between Inventories

Filter: Inventory In Range

Product types: Specifics (Vendor items)

Benefits

Supplyit's stock table delivers powerful stock information essential for ordering as well as understanding inventory levels, value and usage over a period of time. 




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