• | Status And Reorder Report - Quite possibly the most frequently used report in CSI; the Status and Reorder Report details usage averages over multiple time periods, current on hand quantities, and notes incoming orders or due for reorder dates. The biggest advantage to this report is the ability to customize it to your specific needs. The Status and Reorder Report can be found in Setup under Document Configurations. For more information, please see Status and Reorder Report in the CSI Reports Section. |
• | Usage By Location - Used to review usage of inventory based on customer shipping locations. This can be invaluable when dealing with large master customers under which many individual shipping locations exist. Many times, a customer like this will request reporting on which locations are requesting releases. Using the option for Master Customer Summary you can limit this report to a single master customer; breaking usage down by location and summarizing that usage. For more information, please see Usage By Location in the CSI Reports Section. |
• | Usage And Inventory By Location - This report represents usage data and current inventory levels per location. Though not limited to, this report is especially useful when working with Count at Site programs as it will show what the current inventory level is and what the average usage has been to better estimate the current state of inventory and the potential need for restocking. For more information, please see Usage and Inventory in the CSI Reports Section. |
• | Order Status Report - Only available to a web user through an E-Commerce site. This report details the web user's orders placed through the site and their current status. |
• | Order History Report - Only available to a web user through an E-Commerce site. This report details all orders placed through E-Commerce by the web user. |
• | CSI Activity - The Activity allows you to review all activity for a Master Customer, Location, or a particular Item. All receipts, releases, and adjustments will be represented. For more information, please see Activity in the CSI Reports Section. |
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