Problem: The Stock Status report is very useful in comparing the quantity available of each item to the re-order point. The sales by week for the time period can also be quite helpful. The challenge is in viewing the report with sales history in a seasonable business. Solution: In XpandedReports you have extreme flexibility depending on the data you wish to view. It is possible to include the on hand, on sales orders, etc on a sales report. If a custom field has been added (required order quantity, the max amount, etc.) that can all be included on the report as well.QuickStart Option: Download the memorized report template for Steps 1-3 Stock Status with Sales Detail and/or Steps 4-6 Stock Status and Sales Summary to serve as a starting point for your modifications using the instructions for importing report templates. Step 1: Create a Sales by Item Detail report. On the Display Tab, add the columns for Reorder Point, Quantity On Hand, Quantity On Order, and Quantity On Sales Order. Note: If you pending builds, include Quantity Can Build. If you have set up item custom fields for any additional information (i.e. lead time, minimum order, etc), place a check mark beside those columns as well. To see what columns you have selected, click on the selected columns button.  And on the Filter Tab, choose Inventory And Assembly for the Item Type [QB]. Note that the filter with the QB at the end is the one that is used since this will improve the performance when creating the report.  Step 2: Create the following calculated columns and add to the report: 1. Quantity Available [ItemList.Quantity On Hand]-[ItemList.Quantity On Sales Order]-[ItemList.Quantity Can Build]  IF(([Qty Available]-[ItemList.Reorder Point])>0,0,([ItemList.Reorder Point]-[Qty Available]))  IF([Min Qty Needed]-[ItemList.Quantity On Order]<0,0,([Min Qty Needed]-[ItemList.Quantity On Order]))  Step 3: Edit Report Name, Column Headings, etc. and Memorize  Step 4: Close detail report and re-open it to create the Summary/Pivot View  Step 5: Click and Drag the fields to the report or field list as needed.  Step 6: Memorize the Report |
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Sales Report with Stock Status |