On-Hand Inventory Report

There are two ways to get to the Inventory Report:

1. Click the Account  tab located on the left side of your screen. Then click the Reports context menu. Once you click the context menu, click the Inventory Report to open the window.

2. Click the Inventory Report link in the Reports section on the  start page.

The next window will open.

This window allows generating various printable reports for the inventory.

Use various filters in order to generate specified reports with specific information.

Status

This section provides four different options to specify the type of the Item Status presented in the reports. The options are Balanced, Zero-Balanced, All, and New.  

Balanced

This status generates a report showing only items that are currently in the inventory.

Zero Balanced

This status generates a report showing only new items and items that currently do not have an inventory.

All

This status generates a report showing all items with and without inventory.

New

This status generates a report showing only items that have never had an inventory before.

Date

Allows entering a filtered date.

Sort By

Specify the sorting: by Item, by Manufacturer, by Description.

Advanced Filters

There are various advanced filters for generating reports:

Item, Location, Manufacturer, Ratio, Condition, Master Package Type, and Unit Package Type.

Item 

This box functions in the same way as Search By box. Select the item you want to include in the report by clicking this box and choosing the item.

 

Location

The Location box allows selecting the items' Location that will be displayed in the generating report.

Click this box to select the location.

Manufacturer

In the Manufacturer box you can select the Items' Manufacturer that will be displayed in the generating report.

Click this box to select the manufacturer.

Ratio 

In the Ratio box you can select the items' Ratio that will be shown in the generating report.

Click this box to select the ratio. 

Condition

The Condition box allows selecting the items' Condition that will be displayed in the generating report.

Click this box to select the condition.

   

Master Package Type

You can select the items' Master Package Type that will be displayed in the generating report.

Click this box to select the Master Package Type.

Unit Package Type 

You can select the items' Unit Package Type that will be displayed in the generating report.

Click this box to select the Unit Package Type.

  

Generating the Report

 Click the  button located at the top of the window to generate a report.

WMSmart Viewer will display a report preview.

In order to print the report immediately, click the Printer icon  .

On the top of this window, you can see the following buttons: Export Report, Refresh, Print Report, Go to First Page, Go to the Previous Page, Go to the Last Page, Go to Page, Close Current View, Find Text, and Zoom.

The Export Report button  allows saving report on computer. Click  the Export Report button. The Export Report window will open.

 

Choose the folder where you want to save your report. Name your report by entering its name in the File Name box. In the Save as Type box you can choose the file format for your report. Then click Save to save the report or click Cancel to cancel the operation.

 

The Refresh button allows updating the current report 

 

The Print Report button allows printing the current report   .

 

The Go to the First Page button allows moving to the first page of the report.

 

The Go to the Previous Page button allows moving to the previous page of the report.

 

The Go to the Next Page button allows moving to the next page of the report.

 

The Go to the Last Page button allows moving to the last page of the report.

 

The Go to Page button allows moving to the page you define.     

 

The Close Current View button closes the WMSmart Viewer window .

 

The Find Text button  allows searching the text in the report.

Clicking on the Find Text button will open the following window:

 

 

In the Find what box enter a word or phrase you want to find. Then click the Find Next button.

 

Note: The found text will be set in a red frame.

In order to close this window, click “X” in the top right corner of the window or click Cancel.

The Zoom button allows viewing the report in different modes. Select the zooming factor from the Zoom drop-down list  to view the report. 

 

 

The Email Report  button  allows sending the Crystal report by Email. Click the Email Report button. The following window will appear:

 

 

Click OK.

 

The Export crystal report to email - Message window will open.

 

 

Enter the mail address and another neccessary information. Then click Send.

 

For additional information, click the following links:

 

Forecast On-Hand Inventory Report

Item Activity Report

Warehouse Activity Report

Warehouse Forecast Report

Volume Report