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Consolidated Monthly Inventory Report

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Geoffrey Sagrans

We are looking for a category inventory report that shows:

  • Beginning Inventory
  • Purchases into Inventory
  • Requisitions out of Inventory
  • Adjustments in inventory

We are looking for the total for each category for each month. 

 

Our aim is to see how much inventory was brought into our warehouse in the past two months, how much was issued out, and determine fluctuations with month-end inventory values.  Can you advise if there is a category report in Adaco and Analytics that we can use (searching for a category).  Hopefully there is a consolidated report that just shows the summary data. 

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David Fournier

Good afternoon Geoffrey Sagrans,

Thank you for your query.

We recommend using:

  • Fourth Analytics Adaco: Variance Analysis - filter at the top by Outlet(s) then use the various reports, pop-out tables, &/or drill-down views to determine which works best for you, e.g. Outlet Variance Report by Outlet - Value then drill into the Outlet Name to see the breakdown by Category

or

You can then either drill-down further within Fourth Analytics or run the same core-Adaco report using Report Type: Product to see individual Products.

Please let us know if you have any follow-up questions on this topic.

Best

David

Fourth

Geoffrey Sagrans

Thank you David.  I did try to run the Usage Analysis by Outlet (in this case, the Storeroom).  The report did not show any Beginning Inventory or Ending Inventory.  The report only showed positive or negative charges.  Also, the column titles are a little misleading because they show "PTD Sales" and "YTD Sales".   The titles should ready "PTD Issues" and "YTD Issues".   I am assuming that if the totals at the bottom are a positive number - i.e. Beverage  $50,000 - that would mean $50K more was brought into the warehouse than was issued out of the warehouse?  If the number showed - i.e. Beverage ($50,000) then the opposite would be true? 

David Fournier

Hi Geoffrey Sagrans,

The Usage Analysis by Outlet Report does not include PTD/YTD Sales so I believe you may have run the Adaco: Summary Usage Analysis Report instead.

The article Adaco: Usage Analysis By Outlet Report outlines the selection criteria for that report:

  • Report Type: Category Totals
  • Include Inventory: If checked will include the inventory values in the calculation.

& the Report Results > Fields & Descriptions:

  • Charges: Product movement into or out of the Outlet.

Please let us know if that helps direct you appropriately.

Best

David

Fourth

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