Input Detail/Summary Reports
See all purchase and delivery details for all inputs, with their prices. Does not show Inventory, however (see Input Position Report). PURCHASING > PURCHASE ORDER REPORTS > Input Detail.
Benefits:
Keep track of all your POs and deliveries in one place.
Review all the different prices you’ve bought an input for.
Input Position Report
See purchase, delivery and inventory status for all inputs. PURCHASING > PURCHASE ORDER REPORTS > Input Position.
Benefits:
Shows where inventory is at each step of the way.
Indicates if you still have outstanding balances that need to be delivered.
Combines outstanding balances with Inventory to show your Net Position on each input
Inventory Reports
Inventory Reports do not take POs into account - only PO Receipts or Spot POs. These report on what has been delivered and is currently in inventory.
Most commonly used reports:
Inventory Detail: Shows one input at a time, separates Additions and Subtractions.
Inventory Detail by Location: This is your most succinct Inventory Summary.
Inventory Detail by Date: Best report for troubleshooting why a particular input is off.
We also have two additional reports, formatted slightly differently: the Inventory Detail by Category, and Inventory Detail by Unit of Measure. We encourage you to explore these as well, and let your Customer Success Manager know if you see potential value and want to learn more.
Inventory Detail
Shows the balance of an individual input and each ticket that contributed to that balance. Separates Additions and Subtractions into separate categories. PURCHASING > PURCHASE ORDER REPORTS > Inventory Detail.
Benefits:
See what contributed to your current balance (including leftover from last year).
Review all deliveries for the input in the context of inventory.
Inventory Detail by Location
This is your most succinct Inventory Summary. Do you have multiple sheds? This will separate your inventory by location. PURCHASING > INVENTORY REPORTS > Inventory Detail by Location.
Benefits:
Easily print off this report to give to employees/partners.
Use this report to perform a cycle count.
Inventory Detail By Date
This report is like the Inventory Detail, but it combines Additions and Subtractions, allowing you to see the record by date of how inventory changed. PURCHASING > INVENTORY REPORTS > Inventory Detail by Date.
Benefit:
Troubleshoot where and how an incorrect inventory got off track.
Tip: check the Beginning Inventory, and look for any Inventory Adjustment or Reconciliation tickets. Then check for any application tickets that seem large. If additional troubleshooting is needed, see Details by Product report.