Reports

Under the Go Menu, General Inventory Reports offers a few reports useful in monitoring your inventory and evaluating your company's inventory needs.

•	Inventory Usage - The Inventory Usage Report provides details on the flow of each product. The report may be restricted by Item, Item Category or Warehouse. Selecting other options (i.e. "Show only items due for reorder") can further narrow the scope of your report.

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Inventory Balance - The Inventory Balance Report indicates the Value of any or all selected items in your inventory. The report may be restricted by Item, Item Category or Warehouse, it can be refined by date, you can exclude items and warehouses that have been marked as Inactive, and you can select to "Exclude items with zero balance and no activity for the date range". The Value comes from the Unit Price that was entered when the stock was purchased and placed into inventory.

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Open Order Recombine - Open Order Recombine has been designed specifically for grouping purchase orders together. This function was originally introduced with Office Supply distributors specifically in mind and to help them avoid pick and pack charges that may be incurred for each PO submitted. Ultimately, the Open Order Recombine can be used to group ANY product purchase orders together to be submitted to a singular vendor but should ONLY be used when the product in question is meant to be redistributed by your warehouse. Orders meant to be drop shipped are NOT a good fit for this function.

To initiate a Recombine select Open Order Recombine from the General Inventory Reports dialog.

You are then prompted for a Vendor or an Item. You can also use both fields to narrow your results to a specific products being ordered from one vendor. To bypass both fields and receive a list of all open jobs and line items, simply click Search.

Sorting abilities are provided through the column headings. To sort by a specific column, click on the heading. Click the heading again to change between ascending and descending order.

Through the resulting list you can now choose all line items you wish to be included on the new recombine job. To select a line item, single click it in the list box. To select multiple line items randomly, hold the CTRL key while making each selection. Hold the Shift key to select two separate line items and all those between.

You are now asked to provide a Warehouse location. This will be the singular warehouse location where the vendor will ship the product CAUTION: Any Alternate Address info from a line item will be carried over to the new group job.

Next you will be asked for the New Vendor. This will be the vendor used for all line items you’ve chosen. In many cases, the line items will already share a common vendor and you will simply be confirming it by entering it here.

You may now select either Create New Job or Add to Job. To add the line items to an existing job you will need to provide the desired job’s number. If creating a new job, you will be prompted for a new job number. In systems with automatic job numbers, this new number will be created and you can simply load the job.

Now in Order Entry you can proceed with normal operations such as issuing the vendor purchase order. NOTE: Any differences in line item data (i.e. Shipping Address, Ship By Date, Due Date will result in multiple pages within a single PO).

As with a normal General Inventory purchase, when you are receiving the vendor’s invoice, you will be prompted to receive items into inventory. If these are truly General Inventory items, you can receive them as normal. If they are not established General Inventory items and have been included in the Recombine regardless you can simply say Yes and Done immediately. The normal prompt to mark the status of the job to “In Inventory” can be answered Yes. This Recombine Job is now complete. The original jobs from which you grouped the items can be returned to for completion once the products have been repackaged for delivery from your warehouse.