Reviewing your inventory information

The following tools help you review your inventory information.


Tool	Description
To Do List	Displays an alert for items that need to be purchased or built.	below
Analyse Inventory	Shows you detailed information about how much inventory you have on hand, what is committed, what is on order, and what is available.	below
Inventory reports	Inventory reports help you keep track of your item quantities and value.	To view inventory reports
View history	You can view the sales and purchase transaction histories of an item or supplier for seven years.	To view sales and purchases history for an item
Find Transactions	Find Transactions helps you find inventory transactions.	Finding a transaction
Items Register	Gives you a list of your inventory transfers, adjustments, sales and purchases for all items.	Finding a transaction
Transaction Journal	Lists journal entries of your inventory transactions.	Finding 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 fulfil 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 appears showing all items that need to be ordered or built.

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 in 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 to, 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 supplier and quantity to order or the items to build.

4	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 analyse inventory

The Analyse Inventory window gives 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 Analyse Inventory window appears.

2	Choose the required view of the Analyse Inventory window. The Summary view displays all inventoried items, while the Item # view displays all the customer and supplier orders for a selected item.

To view inventory reports

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

▪	Analyse 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.

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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 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.