Reviewing your inventory information

The following tools help you review your inventory information.

Tool	Description	See
To Do List	Displays an alert for items that need to be purchased or built.	below
Analyze Inventory	Gives you a list of your items showing, for each one, the number on hand, the number committed and the number on order. If you use multiple locations for inventoried items, you can group the items by number or location.	below
Inventory reports	Inventory reports help you keep track of your item quantities and value.	below
View history	You can view the sales and purchase transaction histories of an item or vendor for seven years.	below
Find Transactions	Find Transactions helps you find inventory transactions.	To find a transaction using the Find Transactions windowFinding a transaction
Items Register	Gives you a list of your inventory transfers, adjustments, sales, and purchases for all items, or it can be filtered to show the history of a single item.	Finding a transaction
Transaction Journal	Lists journal entries of your inventory transactions.	To find a transaction using the Transaction Journal windowFinding a transaction

To view a list of all items that need to be built or purchased

The Stock view of the To Do List displays all items that need to be built or purchased to fulfill customer orders.

In this window, you can automatically record a transaction for the items that you need to buy or build. You can also change the details of an order or auto-build transaction.

1	Click To Do List from any command centre. The To Do List window appears.

2	Click the Stock tab. A list of all items that need to be ordered or built appears.

The On Hand column shows the quantity of each item actually on hand. The On Order column shows the quantity of each item already on order. The Committed column shows the quantity of an item on backorder for customers.

3	If you want to automatically order or build items:

a	Click the select column () next to each item you want to build or order and then click Order/Build. A date window appears with the current date displayed.

b	If you want, enter a different date and click OK.

An order will automatically be created for the items that need to be purchased. The restocking information entered in the Buying Details tab view of the Item Information window is used to determine the vendor and quantity to order or the items to build.

■	If you want to change the details of an order or auto-build transaction, click the Order or Build zoom arrow () next to the item. Complete the transaction in the window that appears.

To analyze inventory

The Analyze Inventory window gives you detailed information about how much inventory you have on hand, what is committed, what is on order, and what is available.

This analysis is based on all the sales and purchases recorded in your company file.

1	Go to the Inventory command centre and click Analysis. The Analyze Inventory window appears.

2	Display the required view of the Analyze Inventory window. The Summary view displays all inventoried items, while the Item Number view displays all the customer and vendor orders for a selected item.

If you use multiple locations to store your inventoried items, the Group by Item view displays all inventoried items grouped by the item number. The Group by Location view displays all inventoried items grouped by location, while the Item Number view displays all the customer and vendor orders for a selected item.

To view inventory reports

The following reports help you to keep track of your inventory.

■	Analyze Inventory Summary report. The summary and detailed versions of this report serve as your order book. You can view a list of all your sales orders and purchase orders for all or selected items.

■

Items List Summary report. This report shows information about your items, including their on-hand quantities and total value. The Items List Summary report also shows an item’s current average cost price, which is important to know when making inventory adjustments. You can use this report to compare your total inventory value to the total of your inventory asset accounts.

■	Price Summary report. This report lists your item prices, and is useful for sending to your customers. You could also convert this report to HTML and post your price list on an intranet or Internet site.

To view sales and purchases history for an item

1	Go to the Inventory command centre and click Items List. The Items List window appears.

2	Click the zoom arrow () next to the item you want to view. The Item Information window appears.

3	Click the History tab. The History view displays the purchase and sales history for the item for seven years: five past years, the current year, and the next year.

Related topics

■	Creating items

■	Counting inventory

■	Customizing inventory