This guide provides a straightforward method for generating low stock inventory reports, essential for effective inventory management.
With the low stock report you can automatically create purchase orders from those items that are running low.
1. Click the “Report Type” dropdown list and select “Low Stock Items” report
2. Select the “With category, vendor code and last sales for the last 7/30/60/90 days” option to get the most compressive report that goes 90 days out.
3. You have the option to limit the report to just show the category/vendor code,timeframe,
OR
Choose to show the category & vendor and different set time periods (7-30-60-90 days)
4. Choose a single vendor, or select “All Vendors”, you can filter different vendors after the “all vendors report” is finished.
5. Under Location, select the location of the store you want to run the low stock report for, or choose “All Locations”
Tip! If you want to change the location after the report is finished running, you can select another location or all locations.
6. Click “Get report”
7. You have all the products that are below the “Low stock QTY”, If the product falls below or at the “Low stock QTY” set for the product, it will show in the report.
You will notice that the low stock QTY is 3, but the QTY is 2.
The system sees there are 2 left in the system, low than the low stock amount, it will show in the report as shown below.
