Data for Inventory
Hello all,
I am trying to populate a data to manage inventory on reckon accounts hosted as per below picture.
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.
Best Answers
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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 ?
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Hi @ReginaB
You can create your own using the Find feature & adding the Qty & U/M columns:
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:
Once you have the report exactly how you want it, give it a name on the Header/Footer tab:
Lastly, Memorise it for future reference so you can generate it as needed, for any time period :
😊
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