Inventory Reporting is a useful tool for your entire team to evaluate the movement and value of inventory.
Inventory Transaction Log
The Transaction Log will show you the movement of each product in your inventory and is an excellent tool if you need to refer back to the changes for a particular product.
To view the Transaction Log, click on the option under Inventory.
This will bring you to the Transaction Log. You can search the Transaction Log by many parameters including:
Lot Code - Search for a particular lot to see all activity relating to products in that lot.
Reason Code - Search for movement relating to a particular reason code. This is very useful for looking for product that was claimed. You could, for example, look up how many units of a specific product were damaged or expired.
Transaction Type - This allows you to filter by the type of movement. For example, you could search to find all the product that was picked within a set date range.
User - You can search by the user that initiated the transaction.
Transaction Date - You can see all transactions that occurred within a set date range.
Once you've entered your search criteria, click the 'Search' button and your results will come up. Click on the drop-down button at the right of each transaction to view more details. You can also export the report with the options at the bottom of the page.
Inventory Expiry Report
The Expiry Report allows you to view product that will be expiring soon or has expired. To get to the Expiry Report, click on the tab under the Inventory menu.
You can search by vendor, date, brand, product, warehouse zone, or bin and then set your expiry range. You have three options:
Date Range - This allows you to see all products that expire within the set date range.
Next Two Weeks - This allows you to see all products that expire within the next two weeks.
Expired - This allows you to see all products that are still in inventory but have passed their expiry date.
You can also export the report with the options below the table.