Inventory Totals & History
Inventory Totals
Menu File | Inventory | Totals
The Inventory Totals screen displays current quantity on hand for each item in each warehouse.
This data is also printed on the inventory value reports and perpetual inventory reports.
You can select a record with the mouse or by the keyboard via the Page Up/Down and arrow keys. Or click the Find button, then enter the item no. or select the item description from the drop down list. Tip: You can enter the 1st letters of the item description then press the down arrow. This selects the 1st record for that item, so if there is more than one you will also need to use the mouse or arrow keys.
The menu has options to
- filter the list by specifying selection criteria such as item or warehouse
- sort the list by item no. or description
- display history (transactions) for a selected item and warehouse
- refresh the data displayed to show changes entered by other users, etc.
- print the list
Tip: To display the history for an item/warehouse: select a record, then right-click to display a pop-up menu, or double-click on it, or press Enter.
Inventory History
Menu File | Inventory | History
The Inventory History screen displays transactions posted to the Inventory in a list showing period, date, item, transaction type (receipt, adjustment, or sale), quantity, unit cost (if receipt) in domestic currency, warehouse, and transaction description (PO and receipt no. if receipt, adjustment description if adjustment, or invoice no. if sale).
This data is also printed on the perpetual inventory reports.
You can select a record with the mouse or by the keyboard via the Page Up/Down and arrow keys.
The menu has options to
- filter the list by specifying selection criteria such as item, warehouse, transaction type (adjustment, sale, etc.), fiscal year and period
- display the source transaction (receipt, adjustment, or invoice) for a selected history record
- refresh the data displayed to show changes entered by other users, etc.
- print the list
- export to Excel or comma delimited text
Tip: To display the source transaction for a history record: select the record, then right-click to display a pop-up menu, or double-click on it, or press Enter.
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