Inventory Reports General Overview


Through the use of inventory filters, The Edge allows you to produce general inventory reports for all items or very specific reports (e.g., a list of items in category 200 over 365 days old that cost between $300 and $500).  Each value entered into the filter will further refine the report.  

For example, in a Sold Item report, selecting OK without entering anything would direct The Edge to produce a sold report of every item ever sold.  Entering a value of 200 in the Category field would limit the same report to only items sold from category 200.  Adding a Vendor ID to the criteria would then produce a sold report of items from category 200 that were supplied by that vendor.  Most of the tabs in the Inventory Report filters mirror those in the Item Find filter.  

For a video tutorial about working with inventory filters, CLICK HERE.

When you select one of the Inventory reports, The Edge will present you with a query window similar to that of Find Item (see the section entitled Finding and Editing an Item).  The Options tab, however, will differ in that it will offer more options for the report output, including flexibility for how the report is grouped and sorted and the amount of detail. 

Fields and options in the Options tab include:

Format

How you want the report results to be laid out:

One line per item

Two lines per item

Two lines per item with primary photo

Two lines per item with multiple photos

3x5 cards, landscape, with primary photo

3x5 cards, portrait, with primary photo.

See Cost or Re-Cost

Whether to show the cost or replacement cost:

Do not show Cost or Re-Cost

Show Cost

Show Re-Cost.

Show Price

Whether to show the item price.

Show Stone Details

Whether to show stone details (primary stone only) for each item on the report.

Page Breaks

Inserts a new page for each primary grouping.  For example, this is useful for separating inventory reports by vendor for use at show.

Multi-Line Descriptions

Whether to show whole descriptions if they take up more than one line.

Show Details

Whether to show retails for each item in the grouping as opposed to only showing totals.

Show Consumed Details

For items consumed in a job, whether to show the job number as part of the item description.

Show Barcodes

Whether to include the item’s barcode.

Use Report Criteria Cover Page

Whether to include report criteria cover page.

Group By

Whether to group by any or all of the following:

Store

Category

Department

Item Size

Item Length

Item Metal Color

Item Metal Finish

Item Metal Type

Item Style

Item #

Inventory Type

Pricing Method

Status

Vendor

Invoice

Vendor Style

Location

Customer

Month Sold

Date Sold

Month Entered

Date Entered

Owner

Adv Media

Event

Why In

Primary Associate

All Associates

Primary Original Associate

Original Associates

Memo Expiration Date

Physical Inventory Associate

Physical Inventory Date

Payable Date

Collection

Enter by Associate

Sale #

Stone Clarity

Stone Color

Stone Shape

Stone Type

Stone Weight (sort only)

Stone Size (sort only)

 

 

Updated on Tue, 29 Mar 2022 by Angela Chiaravalle

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