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Inventory Listing

This Help File Page was last Modified on 10/22/2012

Inventory Listing

This Help File Page was last Modified on 10/22/2012

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Inventory Listing

This Help File Page was last Modified on 10/22/2012

Previous topic Next topic  
The Inventory Listing Report provides complete list of the Inventory Items - based on the customized based on the choices you make (explained below).
Understanding the Cost and Value columns on the Inventory Listing Report:
The Quantities listed on this report are those that are maintained by the Inventory Tracking System as Inventory Items are
Inventory Used in Job Costing (see the Inventory and related sub-chapters in the Job Costing section of the Help Files)
Ordered (see the Purchase Orders chapter)
Purchased (see the Bills chapter)
Sold (see the Sales chapter)
The Cost is the Price In assigned as the Unit Price in the Sale-Purchase Items Form for each Inventory Item listed.
The Cost of each Inventory Item that is reported is based on the Inventory Valuation Method selected.
The (Total) Value is the Cost times the Quantity On Hand.
The (Total) Value uses the Cost assigned by that selected Inventory Valuation Method multiplied by the Quantity On Hand to calculate that (Total) Value.
To access this Inventory Listing Report, on the Main Menu Select Reports and Choose Inventory Reports.
Click the Inventory Listing option.

HelpFilesInventoryListingReportOptions

Inventory Listing Report Options

 

Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).
Detail/Summary - Select whether you want a detailed or summary style Inventory Listing report.
The Summary choice will simply list the basic information for each Inventory Item.
The Detail report will, additionally, breakdown the information by warehouse.
Order By - Establish the sequence the Inventory Items will be listed.
Group Code and Part Number - The default - sorts the Inventory Items by Group Code, then within each Group, by Part Number (Item ID).
Part Number - Sort the Inventory Items by Part Number.
Vendor - Sort the Inventory Items by Vendor, then within each Vendor, by the Inventory Items Part Number (Item ID).
Group Code - If Group Code and Part Number order was selected, you may include Inventory Items for All Group Codes, or One specific Group Code.
One - Click this button to report Inventory Items for only one Group Code.
oUse the Drop-Down Selection List to Choose the appropriate Group Code.
All - The default.  All Inventory Items will be listed, regardless of Group Code or Part Number (Item ID).
Part Number - If Part Number order was selected, you may include Inventory Items for All Part Numbers, or One specific Part Number.
One - Click this button to report Inventory Items for only one Part Number.
oUse the Drop-Down Selection List to Choose the appropriate Part Number (Item ID).
All - The default.  All Inventory Items will be listed, regardless of Part Number (Item ID).
Vendor - If Vendor order was selected, you may include Inventory Items for All Vendors, or One specific Vendor.
One - Click this button to report Inventory Items for only one Vendor.
oUse the Drop-Down Selection List to Choose the appropriate Vendor.
Inventory Status - Retired Inventory Items - those Checked as Inactive on the Sale-Purchase Items Form - may be included or excluded in this list.
All - All Inventory Items will be listed.
Active - Only Active Inventory Items will be listed.
Inactive - Only Inactive Inventory Items will be listed.
Exclude Items with Zero Quantity? - Check this box to prevent those Inventory Items which have a Quantity of "0" in all reporting columns from being included in this report.

HelpFilesInventoryListingZeroQuantities

Inventory Item shown on Inventory Listing that has Zero Quantities is all categories

 

Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print (to a File or a Printer) this Inventory Listing report.

 

HelpFilesInventoryListingReportHeaderContents

Inventory Listing Report header showing the detailed information that is available

 

Preview - The Preview tab presents the report which resulted from the Options selected above.
Up Arrow/Down Arrow - hi - Moves the report one line up, or one line line down, respectively.
Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesInventoryListingReportPreview

Inventory Listing Report Preview

Home - HelpFilesHomeKey- Using either the screen icon or your Keyboard's Home key, moves the report to the top of the first page.
End - HelpFilesEndKey- Using either the screen icon or your Keyboard's End key, moves the report to the bottom of the last page.
Arrows - The arrows allow you to move back and forth, from page to page.
Number - Indicates the page number you are viewing.
You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.
If you enter an invalid page number, it will be ignored.
Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.
Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).
Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.
Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.
You may then Click the Up  or Down arrows to set the exact amount of Zoom you want.
Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Inventory Listing Report.
Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.

 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

HelpFilesInventoryListingReportDataView

Inventory Listing Report Data View

 

Arrows - Click the arrows to move through the record.
Export - Exporting the data from this Data View Form (note the "fly-over" help available on these buttons):
Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.
Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.
Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.
Exit the Form by Clicking the Close button x on the right at the top of the Form.