The Inventory To Order Report can be a useful tool to help proactively maintain inventory levels for products that would be considered stock and are not ordered on Purchase Orders created directly from jobs.
Set Up
- Items to be used with this report must be set up in your Product Catalog with a Product ID#
- Use the Inventory tab on the desired Product to manage Reorder and Peak Levels
- Products will only populate on the report when the Sellable qty of inventory falls below the Reorder Level for the product.
- The Peak Level would be the suggested qty to order up to from the Sellable qty.
- The Open To Buy qty is the amouunt that populates on the Inventory to order report and is calculated by subtracting the Sellable Qty from the Peak Level qty.
Running the report
- In the Report Module navigate to the Inventory section.
- Select the Inventory To Order Report.
- The report is generated based on the current inventory levels. This means the date range selected does not impact the report.
- Click the Generate Report button.
Video Instructions
If you cannot see the above video click here.