Data for Inventory

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ReginaB
ReginaB Member Posts: 7 Novice Member Novice Member

Hello all,

I am trying to populate a data to manage inventory on reckon accounts hosted as per below picture.

image.png

Is there a way to extract the figures from reckon accounts hosted by weight?

Ie. the inventory closing balance is based off "inventory valuation summary" report such as below with 349,276kg. Is there another report I can use to populate the sales and purchases of inventory by weight? I hope that make sense. Thank you.

image.png

Best Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,032 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    Answer ✓

    Hi @ReginaB

    I'm not sure if I'm understanding what you're after … Are you just wanting a report on sale & purchase (weight) quantities ?

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! *** Bookkeeping & 1-on-1 customised software Training/Troubleshooting ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Acctd4
    Acctd4 Accredited Partner Posts: 4,032 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    Answer ✓

    Hi @ReginaB

    You can create your own using the Find feature & adding the Qty & U/M columns:

    image.png

    image.png

    Just select/choose a relevant Date/date range.

    For the one above, I selected just a few Items to demonstrate but you can select one, several or All …

    Transaction Type > [Choose all types that you use to enter your sales & purchases) eg Chq, Tax Inv, Sales Rcpt, Adj Note, Credit Card, Bill, CCard Credit etc

    Detail Level > All except summary

    On the Display tab, make sure you have Accrual selected. You can also remove/select Columns as required & Total by &/or Sort by your specific preferences too:

    image.png

    Once you have the report exactly how you want it, give it a name on the Header/Footer tab:

    image.png

    Lastly, Memorise it for future reference so you can generate it as needed, for any time period :

    image.png

    😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! *** Bookkeeping & 1-on-1 customised software Training/Troubleshooting ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)

Answers