Inventory Reports

The following topics describe Inventory reports that are available on other windows, where they are located, and the selection required.

List of all Parts for current site. Creates a .xlsx file.

Available on This Window: Inventory > View All Parts

Parameters: All Parts for current site

Report Columns:

New Data Tab: Site Name, Part Id, Part Name, Part Number, Part Status, Part Type, Manufacturer #, Model, UPC Code, Preferred Suppliers OEM 1, Preferred OEM Suppliers 1, OEM 2, Preferred OEM Suppliers 2, OEM 3, Preferred OEM Suppliers 3, Supplier Info, Increase Qty, Cost, Sell Price, Minimum Level, Send Email, Maximum Level, Send Max Part Email, Notes, Installation Date (M/D/YYYY), Warranty Date (M/D/YYYY), Send Email Reminder, Warranty Notes – Labor, Warranty Notes – Parts, Storage Location, Assigned Bins Name, Assigned Bins Quantity, Assigned Assets, Part Category, OnHand Qty, Freeze Part, Customer Warranty Start Date (M/D/YYYY), Customer Warranty End Date (M/D/YYYY)

A list of the displayed parts. Creates a .csv file.

Available on This Window: Inventory > Search By Category

Parameters: All Parts displayed in the window

Report Columns: ID #, Name, Part Category, Part #, Mfr #, Status, Type, BIN, OHWO, QOH, Cost Sell Price, Assigned Assets, On Order

List of all parts for current site. Creates a .csv file.

Available on This Window: Inventory > Search By Category

Parameters: All Parts for current site

Report Columns: Site Name, Part Name, Part Number, Part Status, Part Type, Manufacturer, UPC Code, Preferred Suppliers, OEM 1, Preferred OEM Suppliers 1, OEM 2, Preferred OEM Suppliers 2, OEM 3, Preferred OEM Suppliers 3, Supplier Info, Increate Qty, Part Cost, Minimum Level, Send Email, Maximum Level, Send Max Part Email, Notes, Installation Date (M/D/YYYY), Warranty Date (M/D/YYYY), Send Email Reminder, Warranty Notes – Labor, Warranty Notes – Parts, Storage Location, Assigned Bins, Assigned Assets