Inventory Balance
Last updated
Was this helpful?
Last updated
Was this helpful?
Go to CAS --> Reports --> Inventory--> Inventory Balance
This report provides details on the items that are in inventory. This report is consolidated at the department level showing you inventory costs and quantities. Note - this reports only active items, any items which have been made inactive will not appear on this report even if they have quantity.
Details
To filter Report by Venue, Store, Group, or Warehouse user selects the appropriate drop down.
To pull items by classifications user selects Department, Category, Sub Category, Vendor, Royalty, Size, Style or Color. Any combination selected will pull the appropriate items to the report.
To view the report from a beginning UPC number to an ending UPC number in numeric order user enters the beginning UPC into From: and the ending UPC into To:
Additional Options include the ability to filter items by inventory levels such as: Report all items; Report only items with negative QOH (quantity on hand); Report all items with a non-zero inventory.
The user then can generate the report or download the CSV file. Once a report is generated, the user can see the store, the warehouse, the department, the SKU, and the description, category, sub category, supplier, quantity on hand (QOH), cost, cost value, retail price and sell through percent (the percentage of items sold off units available for sale) of each item listed.
The report generated in csv format, also includes attributes (style, color, size, brand, season)
Access
Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, warehouse general managers as well as zone managers may view Inventory Balance report at Venues or Store assigned to them.