Inventory > Reviewing your inventory information
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Displays an alert for items that need to be purchased or built.
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Analyse Inventory
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Shows you detailed information about how much inventory you have on hand, what is committed, what is on order, and what is available.
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Inventory reports
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Inventory reports help you keep track of your item quantities and value.
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You can view the sales and purchase transaction histories of an item or supplier for seven years.
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Find Transactions
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Find Transactions helps you find inventory transactions.
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Items Register
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Gives you a list of your inventory transfers, adjustments, sales and purchases for all items.
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Transaction Journal
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Lists journal entries of your inventory transactions.
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The Stock Alert 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.
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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.
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Click in the select column (
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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.
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If you want to change the details of an order or auto-build transaction, click the Order or Build zoom arrow (
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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.
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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.
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[AccountRight Enterprise only] If you use multiple locations to store your inventoried items, the Group by Item view displays all inventoried items grouped by the item number. The Group by Location view displays all inventoried items grouped by location, while the Item Number view displays all the customer and vendor orders for a selected item.
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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.
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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 intranet or Internet site.
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Click the zoom arrow (
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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.
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