This allows you a quick way to look at a report on the inventory of items, and compare quantities to high (maximum numbers you should have), and low points (re-order point) for each. This details the inventory list on any specified date, with a detailed breakdown of item location. This allows you to know usage, thus determining when and what needs to be re-ordered.
Note: Be sure to set these numbers at points that will ensure you do not run out of a Point of Sale (POS) Item, but do not have an excess of stock on hand that can spoil or pass expiration dates.
The inventory lists and categories need to be set up from the configuration menu. This report may also be accessed via the Shopping List section of the Point of Sale (POS) main menu. See Shopping List.
Select Quantity on Hand from the Reports section of the Main Point of Sale (POS) menu - Overview.
Category: This is a drop-down menu of all configured Item categories. Select the desired category option. The default setting is -ALL-.
Click on the orange button "Show Report".
By default, the report is generated in PDF form and opens in a separate browser window. From there you can select to save or print the report, among other options. If you prefer, you can select the Generate report to Excel for exporting check box to print the report in Microsoft Excel format instead of PDF.
NOTE: The generated report appears as a pop-up window through your browser. If your browser is set to block pop-ups, you may receive a warning banner from the browser. Click this banner and select to allow pop-ups so that you can view the report.
Date Updated August 05, 2020