Inventory Margins Supplemental Info

Supplemental Information

Inventory Margins - Supplemental Information

Report Description	Formats
Important Notes / Disclaimers	Fields

Report Description:

This report provides a list of all Inventory items with last sale price, last receipt cost and margin based on the last cost and price. It also shows on hand and available quantities. Here are some typical GP users describing how they use it:

John, the Inventory Manager:

On a daily basis I like to see a quick listing of what's on hand and allocated with our last costs and prices. This helps me focus on items that are moving quickly and also ones where our margin may not be what we're expecting.

Sam, the Sales Manager:

With the Inventory Margins report I can get a quick picture of what items my sales team needs to concentrate on in the short term. We can focus on items with plenty of stock and higher margins to maximize our profitability. We can also target items that are not moving and can get a good idea of how low we can go on the pricing.

For these reasons and more we offer the Inventory Margins report. It currently comes in 2 formats: SmartList Builder and Crystal Reports.

Formats:

Order a Report Print
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Form

SmartList Builder:

SmartList Name: Inventory Margins
Available for GP 8.0, GP 9.0 and GP 10.0
Go To's already set up (you can always add more of your own):
- Inventory Item
- Inventory Transaction Inquiry
Requires SmartList Builder.

View Sample

Crystal Reports:

Includes one report based on a SQL Server stored procedure
Available for Crystal XI
Parameters:

Item Number (beginning with)
Class ID (beginning with)

Requires either Crystal Reports, or a product that will allow you to run a Crystal Report from within GP. If you are interested in one, please check out our GP Reports Viewer.

View Sample

Important Notes/Disclaimers:

This report is NOT intended for use with the Invoicing module, only Sales Order Processing, Inventory and, optionally, Purchase Order Processing.
A Receipt is considered either an Inventory Adjustment Increase or a Purchase Order Processing Receipt. A sale is a Sales Order Processing Invoice.
To install any of our reports you will need to install our GP Reports Installer, which is included at no additional charge with every report we sell. The GP Reports Installer is a small Dexterity application that only needs to be installed on one computer (does not have to be on the server) and will control all our reports and their associated SQL components.
All of our SQL code is encrypted. You will not be able to modify it without our help. You WILL be able to modify the actual report in any way you want - changing the layout, linking to additional tables, adding SmartList Go To's, etc.
As with any report, there is only so much available data to test with. While we make every attempt to test all reports with various data, your data may have something unique that we did not account for. Please let us know if you are not seeing expected results.

Fields:

Item Number
Item Description
Item Class ID *
Item Type *
Valuation Method *
Base U of M
Quantity on Hand
Quantity Allocated
Last Receipt Orig. Module *
Last Receipt Doc. Number *
Last Receipt Date
Last Receipt Cost
Last Receipt U of M
Last Receipt Vendor *
Last Sale Orig. Module *
Last Sale Doc. Number *
Last Sale Date
Last Sale Price
Last Sale U of M
Last Sale Customer *
Last Sale Margin % (in Base U of M)

LEGEND:

* - fields are available, but not displayed by default on the reports.

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