Inventory Reports

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Inventory Labels Report

Inventory On Order Report

Inventory Received by Date Report

Inventory Received by PO Report

Inventory Reorder Level Report

Inventory Shrinkage Report

On Hand Valuation Report

Physical Count Report

Product List Report

Purchase Orders Report

Service List Report

Inventory Transfer Report

Inventory Labels Report

The Inventory Label report displays item information in label format. This report allows you to label your retail items and effortlessly scan them at checkout. 

Options Include:

  • Label Format Selection
  • Display Options
  • Label Starting Position
  • Number of Labels Per Item
  • Additional Display Options 
  • Margin Options
  • Retail Items, Service Items, Other, and/or All
  • All or Single Item
  • All or Single Inventory Department
  • All or Single Inventory Class
  • All or Single Manufacturer
  • All or Single Vendor
  • Sort By Options 

This report displays the following information:

  • Item ID or Description
  • Barcode Number (optional)
  • Barcode (optional)
  • Price (optional)

Report Example:

inv_labels.png

Inventory On Order Report

The Inventory On Order report shows the retail products that are active on purchase orders for your business. This report will display items that have been ordered but haven't been received yet, allowing you to easily view outstanding purchases your business has made. 

Options Include:

  • All or Single Inventory Department
  • All or Single Inventory Class
  • All or Single Manufacturer
  • All or Single Vendor
  • Sort By Options 
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Vendor Information
  • Department
  • Product ID
  • Product Description
  • Manufacturer
  • Purchase Order Number
  • Quantity On Hand
  • Quantity On Order
  • Unit Cost
  • Total Cost
  • Is Case 
  • Case Amount 

Report Example:

inventory_on_order.png

Inventory Received by Date Report

The Inventory Received by Date report shows a list of items received in the program, grouped by date. Items must be marked received using the Receive Inventory screen to show here. This report gives you the ability to easily view when POs were fulfilled. 

Options Include:

  • Date Range Selection
  • Use Received or Purchase Order Date Selection
  • All or Single Item
  • All or Single Inventory Department
  • All or Single Inventory Class
  • Company Selection (For multi-location businesses)
  • All or Single Manufacturer
  • All or Single Vendor
  • Sort By Options 

This report displays the following information:

  • Date
  • Purchase Order Number
  • Item ID
  • Date Received
  • Vendor ID
  • Quantity Ordered
  • Quantity Received
  • Cost (Per Item)
  • Total Cost

Report Example:

inv_received_date.png

Inventory Received by PO Report

The Inventory Received by PO report shows a list of items received in Envision Cloud, grouped by purchase order. Items must be marked received using the Receive Inventory screen to show in this report. With this report, you can view items received by your business that were purchased using a PO.

Options Include:

  • Date Range Selection or Purchase Order Selection
  • All or Single Inventory Department 
  • All or Single Inventory Class
  • All or Single Manufacturer 
  • All or Single Vendor  
  • Sort By Options

This report displays the following information:

  • Purchase Order Number
  • Date
  • Item ID
  • Date Received
  • Vendor ID
  • Quantity Ordered
  • Quantity Received
  • Cost (Per Item)
  • Total Cost

Report Example:

inv_received_po.png

Inventory Reorder Level Report

The Inventory Reorder Level report shows a list of items to be ordered in Envision Cloud, grouped by vendor. This report can be used to determine when to create a PO for a retail item, as this report displays what your business currently has in stock. The data in this report is determined by the "Qty On Hand" and "Qty Reorder At" for an item in Envision Cloud. 

Options Include:

  • All, Only Retail or Only Backbar Items
  • All or Single Inventory Department 
  • All or Single Inventory Class
  • All or Single Manufacturer
  • All or Single Vendor
  • Sort By Options 
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Vendor ID
  • Manufacturer
  • Inventory Department 
  • Inventory Class
  • Quantity On Hand
  • Quantity To Order
  • Cost (Per Item)
  • Total Cost

Report Example:

reoder_level_report.png

 

Inventory Shrinkage Report

The Inventory Shrinkage report shows any changes made to inventory on hand quantities based on information entered using the Physical Count screen. An overage shows as a positive number and a shortage shows as a negative number. This report allows your business to track differences in your stock and account for any discrepancies in your inventory. 

Options Include:

  • Date Range Selection
  • All or Single Inventory Department
  • All or Single Inventory Class 
  • All or Single Manufacturer
  • All or Single Vendor
  • Company Selection (For multi-location businesses)
  • Sort By Options

This report displays the following information:

  • Item ID
  • Adjustment Date
  • Original Quantity
  • New (Adjusted) Quantity
  • Difference
  • Cost Difference Total
  • Vendor 
  • Manufacturer
  • Inventory Department 
  • Inventory Class

Report Example:

inventory_shrinkage_report.png

On Hand Valuation Report

The On Hand Valuation report shows the value of product that is currently in the business. This comes from the information entered in the item profiles. This report compiles the retail items your business has in stock and gives you a more comprehensive view of your inventory. 

Options Include:

  • Active, Inactive or All Status
  • All or Single Inventory Department
  • All or Single Vendor
  • All or Single Inventory Class
  • All or Single Manufacturer
  • All, Only Retail or Only Backbar Items
  • Group By Options
  • Sort By Options
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Item ID
  • Inventory Department
  • Manufacturer
  • Vendor
  • Inventory Class
  • Quantity On Hand
  • Cost (per item)
  • Value On Hand

Report Example:

on_hand_valuation_report.png

Physical Count Report

The Physical Count report offers a list of the retail items with a space for writing in the actual number on hand. This report is used with the Physical Count screen. With this report, your business can count inventory and perform audits!

Options Include:

  • All or Single Inventory Department
  • All or Single Inventory Class
  • All or Single Manufacturer
  • All or Single Vendor
  • All, Only Retail or Only Backbar Items
  • Sort By Options
  • Only Show On Hand Quantity Over Zero
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Quantity On Hand
  • Blank Space (For writing the actual quantity on hand)
  • Item ID
  • Item Description
  • Inventory Department
  • Manufacturer
  • Vendor 
  • Inventory Class 

Report Example:

physical_count_list_2.png

Product List Report

The Product List report shows a full summary of the retail items your company has entered into Envision Cloud. This report is a great reference to see what your business has sold or currently offers in terms of retail!

Options Include:

  • All or Single Inventory Department
  • All or Single Inventory Class
  • All or Single Manufacturer
  • All or Single Vendor
  • Active, Inactive or All Status
  • All, Only Retail or Only Backbar Items
  • Hide Options / Only Show Items on Sale
  • Item Column Options
  • Sort By Options 
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Item Description
  • Inventory Department
  • Inventory Class
  • Quantity On Hand
  • Reorder At Number
  • Restock (Order Level) Number
  • Cost
  • Price 

Report Example:

product_list.png

Purchase Orders Report

The Purchase Orders report shows a purchase order that was created in Envision Cloud. The Vendor purchase order is also what will print when "Print PO" has been selected on the purchase order screen. 

Options Include:

  • Vendor or Company PO
  • Show On Hand Quantity
  • Purchase Order Selection
  • All or Single Inventory Class
  • All or Single Manufacturer
  • All or Single Vendor 
  • All or Single Inventory Department

This report displays the following information:

  • Vendor Information
  • PO Number
  • Date
  • Terms
  • Product SKU
  • Product Description
  • Quantity Ordered
  • Order Unit of Measure
  • Unit Cost
  • Total Cost
  • Notes
  • Freight
  • Tax

Report Example:

vendor_purchase_order.png

Vendor Purchase Order

inv_purchase_order_company.png

Company Purchase Order

Service List Report

This Service List report shows a summary of the service items your business has entered into Envision Cloud. This report is a great reference to see what services your business previously or currently offers.

Options Include:

  • All or Single Inventory Department
  • All or Single Inventory Class
  • Active, Inactive or All Status
  • Sort By Options
  • Show or Hide Cost
  • Only Show Items on Sale
  • Item Column Options 
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Service ID
  • Inventory Department
  • Inventory Class 
  • Pricing per Level

Report Example:

service_list_report.png

Inventory Transfer Report

The Inventory Transfer report shows inventory transferred between locations using the Inventory Transfer screen. This report is only available with multiple locations set up. With this report, you can keep your multi-location businesses organized!

Options Include:

  • Date Range Selection
  • All or Single Item
  • All or Single Inventory Department
  • All or Single Inventory Class
  • All or Single Manufacturer
  • All or Single Vendor
  • Sort Options
  • From Location Selection
  • To Location Selection

This report displays the following information:

  • Transfer Number
  • Product / Item ID
  • From Company (Company Code)
  • To Company (Company Code)
  • Sent On Date
  • Received On Date
  • Quantity Transferred
  • Quantity Received
  • Total Cost

Report Example:

inv_transfers.png

 
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