Inventory List Reports

There are 3 different "List" reports that list individual items with details of each item appropriate for the report. You can then Print the report or use Export List to save it to a CSV file.  Whenever you have finished generating reports of a particular type, just Close the dialog.

There are a couple options on each of the reports:

Change Inventory Filtering -- Each report has a default filter for that particular report, but you can use this button to change the Inventory Filtering to determine what items are shown.

Show 'calculated' current cost -- By default, the Cost value set in the Inventory Details of each item will be used for the "Cost" and "Total Cost" columns (unit cost and total on-hand cost, assuming you purchased at the current cost).  However if you've set a Cost Accounting Method (other than "None") in Program Options, this option will be available to show the current on-hand cost calculated according to that accounting method.

Inventory Check-list report

This report simply lists all inventory items (except inactive ones, unless Filtering is changed to include them), with the quantity on hand, cost and total cost of the complete inventory.  This can be used as a simple list of all inventory items, or as a check-list for taking inventory.

The default filter is simply a "reset" filter -- Click the Change Inventory Filtering button and click Reset Filtering (include all) to get it back to the default.

Items below re-order threshold

This report lists all inventory items which have a quantity on hand lower than (or equal to) the re-order threshold.  It won't show any inactive items, and it won't show any that don't have an on-hand or re-order quantity entered.  It shows the on-had and re-order quantity, along with the minimum re-order quantity, cost, and vendor.  This can be printed or exported for placing orders (assuming you're not using the internal purchase orders).

The default filter is a reset filter with only one change.  To get the filter back to the default, click the Change Inventory Filtering button and click Reset Filtering (include all), then uncheck the box to Include if qty > re-order threshold.

Old stock

This report lists all inventory items that have not been sold in the past 30 days, that show at least one remaining in stock.  It won't show any with no quantity on hand, and it won't show any that haven't been sold in the past 30 days.   The price, last sale date, and qty/cost information is shown so that you can determine the value of the old stock.

Note that if an item has no sales in the system (no transactions for it), then it will be listed because it's assumed that it has never been sold since it was entered in the system.  This may list items recently entered in the database, so be sure to take that into account when it shows a blank last-sold date.

The default filter is a reset filter with two changes -- To get the filter back to the default, click the Change Inventory Filtering button and click Reset Filtering (include all), check Filter by the number of days since last sold and enter 30, and check Filter by qty and enter 1 for the minimum, 0 for the maximum.