Analyse Inventory window—Summary view

Index

Analyse Inventory window—Summary view

note : This window is not available when you use multiple locations for inventory.

The Analyse Inventory window allows you to review the current status of your items and see item quantities on hand, on order and committed to customers.

Field Descriptions

Select how to display items

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Summary. Click to display a list of all your items.

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Item Number. Click to display details of one item. Enter or select the item in the adjacent field.

Item Number column

This column displays the item number.

Item Name column

This column displays the item name.

On Hand column

This column displays the current on-hand quantities of items.

Committed column

This column displays the quantities of items recorded on sales orders, not yet invoiced to customers.

On Order column

This column displays the quantities of items recorded on purchase orders, that are not yet received from suppliers or not yet billed by suppliers.

Available column

This column displays the available quantity for items. An available quantity is calculated by adding an amount in the On Hand column to the amount in the On Order column and subtracting the amount in the Committed column.

Print

Click to print the Analyse Inventory Summary report.

Filters

Click to open the Analysis Selection window where you can choose to include items with zero quantities when you view items in this window or print the Analyse Inventory Summary report.

Note that this button is only available if you use the multiple locations feature.

Close

Click to close this window.

Tips for this window

Related Topics

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Reviewing your inventory information

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Making inventory adjustments

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Overview Set up sales Set up purchases Set up payroll

Do an initial bank reconciliation

Task 1: Identify uncleared withdrawals and deposits Task 2: Record uncleared withdrawals and deposits Task 3: Reconcile

Create item records Enter your inventory opening balances

Set up Business Services

Activating Business Services

Set up a web store

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Reconciling your bank accounts

Undoing an account reconciliation

Importing statements Analyzing your cash flow

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Task 1: Enter information about the customer Task 2: Choose the type of sale Task 3: Enter the items or services you are selling Task 4: Enter additional information about the sale Task 5: Complete the sale Adding and deleting transaction lines, subtotals, and headers in sales transactions

Recording sales with insufficient on-hand item quantities

Build, buy, or backorder items Allow negative on-hand item quantities

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Receiving items without a bill

Set up an accrual account for items received without a vendor bill Record items received without a bill

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Reviewing payroll information

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Creating activity slips

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Average Cost, Last Cost, and Standard Cost

Making inventory adjustments

Inventory locations

Recording inventory movements between locations

Auto-building items

Counting inventory Reviewing your inventory information Setting item prices

Customizing inventory

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Publishing to iCal

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International transactions

About the multiple-currency feature

Setting up multiple currencies

Task 1: Select the multiple currency option Task 2: Set up records for foreign currencies Task 3: Create accounts to track foreign-currency transactions Task 4: Assign accounts to foreign currencies Task 5: Assign currencies to foreign customers and vendors

Exchange rates

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Miscellaneous transactions

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Customizing reports

Task 1: Select the data to be printed Task 2: Select the required fields Task 3: Select finishing options Task 4: Change the report format Task 5: Print the report Task 6: Save the report Changing the default fonts on reports Frequently used reports Overview of report details

Finding forms

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Customizing forms

Task 1: Display the form Task 2: Set up form properties Task 3: Add and edit elements Task 4: Preview the customized form Task 5: Save the customized form Task 6: Print the customized form Changing the default fonts on forms

Adding and editing elements

Adding and editing data and label elements Adding and editing graphic elements Editing all elements with common commands

Contact management

Creating a card

Keeping in touch with your contacts

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Grouping your contacts

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Synchronizing AccountEdge cards with Mac Address Book cards

Deleting cards Resetting the synchronization

Customizing cards

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Reviewing your contact information

Financial control

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Tracking reimbursable expenses

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End-of-period procedures

Month-end procedures

Task 1: Run the Company Data Auditor Task 2: Reconcile your bank accounts Task 3: Review reports Task 4: Send customer statements Task 5: Record depreciation Task 6: Pay payroll taxes Task 7: Lock periods

Starting a new fiscal year

Task 1: Complete month-end tasks Task 2: Perform an inventory count Task 3: Provide information to your accountant Task 4: Enter end-of-year adjustments Task 5: Back up your company file Task 6: Start a new fiscal year Task 7: Optimize and verify your company file

Starting a new payroll year

Task 1: Process the last paycheques for the year Task 2: Print year-end payroll forms Task 3: Print payroll reports Task 4: Back up your company file Task 5: Start a new payroll year Task 6: Check that you have the latest tax tables Task 7: Optimize and verify your company file

Managing user accounts and company files

Managing user accounts Backing up and restoring company files

Servicing your company file

Checking your company file for errors Optimizing your company file Purging information that is no longer needed Troubleshooting file-locking problems

Special considerations for networked company files

Preferences in a network environment Preventing data entry while generating reports Storing custom reports on a network Displaying up-to-date information Improving performance

Troubleshooting your company file

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