inventory report

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  • Updated 7 months ago
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Is there a report I can produce in Accounts Hosted that shows inventory bought and sold over a period of time? We are trying to compile a list of, say filters, that we have bought and sold so we can go to a supplier and bargain on our buy price.
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JO-ANNE

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Posted 7 months ago

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Hi Jo-Anne

There's an Item Profitability report which would suffice but I think it's only in specific editions (Under “Project Costing” default reports). 


You can tweak the Sales by Item Summary instead though & then memorise it for future re-use:


  • Click on Reports (along the top toolbar) then under the Sales heading, click on “Sales by Item Summary
  • Click on the “Modify Report” button (top left of report)
  • On the Display tab, change/edit the Report Date Range, Report Basis & Columns to display

You can also click on the “Advanced” button to select All/Active/Non-Zero options for row & column display

  • On the Filters tab, select “Item” in the Filters list, then choose “All Inventory Items” from the dropdown Item options
  • On the Header/Footer tab, you can give this report a more personalised name in the Report Title box
  • Click on OK


Depending on how your Items are set up, you can tweak this further to only show specific groups/types of Items.

Once happy with it, click on the “Memorise” button (next to “Modify ...”) & save it for next time.