Volume Entry/Lot Report

Volume Entry/Lot Report

There are two ways to get to the Volume Report:

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

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

The following window will appear:

Pricing

Price can be calculated by the following options: Measurement, Packages, Pallets, and Weight.

Enter Price per Cubic Feet, Minimum Charge, Maximum Charge, and Discount.

Price per CU/FT $ is the price of one cubic feet.

Minimum Charge. If Charge is less than "Minimum Charge" then Charge is equated automatically to Minimum Charge

Maximum Charge. If Charge is more than "Maximum Charge" then Charge is equated automatically to Maximum Charge.

Charge Time

Verify your charging time. " Charge time" - time for charge. For example WOIn was posted at 17/03/2007 13:30 and "Charge Time"=12:00. And "Charge Date" = from 17/03/2007 till 20/03/2007. (when you set charge period you can set only date not time, time of start date and end date is always midnight (00:00)). "Start date" is 17/03. "Charge time"=12:00. At that moment WOIn was not posted yet, so the first day of charge period is not calculated. The system calculates only inventory that is in the warehouse on the moment of "Charge time".

Free Days

Verify your Free Days period. "Free Days" - first free of charge N-days. Free Days are calculated from the very beginning and include only those days when items are on balance. For example, we need to calculate charge for five days, Free Days=2. On the 1st day Balance=2, 2nd day Balance=0, 3rd day Balance=0, 4th day Balance=5 and 5th day Balance= 5. The charge is calculated for the 5th day only.

Filters

This view allows generating various printable reports of the inventory.

Use these filters in order to generate reports for items with specific information.

Reference

This box functions in the same way as Search By box. Select the item's reference you want to include in the report.

Entry/Lot

The report for an item with the selected Entry/Lot will be displayed.

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.

Details

The Coming Soon status is set by the system, and it cannot be changed.

Location

Select the items' Location that will be displayed in the generating report.

Ratio

Select the items' Ratio that will be displayed in the generating report.

Manufacturer

Select the items' Manufacturer that will be displayed in the generating report.

Condition

Select the items' Condition that will be displayed in the generating report.

Charge Period

Allows entering a filtered date.

When choosing a charge period (i.e., Past Month), the "From" and "To" fields become enabled. You may insert your customized time period into these fields as you wish them to be displayed in the report.

Display Options

Allows displaying Inventory Volume Entry/Lot Report by Item or by Manufacturer.

Balance

This section provides two different options to specify the type of the Item Status presented in reports.

Balanced will generate a report showing only items that are currently in the inventory.

Zero-Balanced will generate a report showing only new items and items that currently do not have an inventory.

Generating the Report

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

WMSmart Viewer will display a report preview.

In order to print the report immediately, click on 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 on 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 on 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: