Need to create a report for units sold and total quantity on hand by location. Please advise what is the best way to do it because I tried but cannot get it by location only the total units by all location.

Thanks.

Hi Barb,

The statistical information you see when editing/viewing an item for periodic or yearly unit sales is strictly stored by item, and not separated by location - as you have found.

The best place to access this information is from Sales Analysis Transactions, if you use Adagio Sales Analysis. The next best place to access this information is from Inventory Transaction History.

What we are trying to accomplish is this: We are using Inventory 8.1C, and would like to start using the re-order function. In order to put Mins and Maxes on, we need to know, by location, how many sheets of each item have been ordered each year. We can then run a formula, figure out how many are required in say a 2 month period, and then use those figures for our min/max. First we need to extract from the system the total figures for a 1 year period, for each location. Then we are also looking for a way to figure out how many are currently in stock at each location.

You mention Sales Analysis will be our best way to find this. We do indeed run Sales Analysis, but we don't really use it. How would I use it to extract the required info?

Thanks so much.

Barb

Barb:
That's a broad question. A broad answer would be that Sales Analysis has i) some pre-defined reports and ii) an Inquiry component in which you can create your own queries. In addition, you can create GridView reports that pull from the Sales Analysis database.

As a starting point I would suggest watching the Sales Analysis webinar. See: Adagio Webinars

Hi Barb,

I'm not sure if this helps you but we have a Gridview that shows a list of all items by location. We use "*IC Item Loc w IC Item" with fields, Item #, I/C Item Description. If you have each column show the total then select the "Summarize" button it will give you the quantities at each location. We find this really helpful when we want to do a visual scan of our inventory.

We have tried mins and maxs but ended up not using them. Our items change too often to keep up with it.

We have another gridview that we use for ordering that tells us what we need to order to fill our current back orders. Unfortunately it doesn't tell us what to order to replenish stock, only to fill back orders, but it still helps. We use "*IC Item Loc w IC Item" with fields Item #, I/C Item Description, Qty on SO & Pty on PO. We filter it with
AND(
{Loc} = " WA",
{Qty on Hand - WA} + {Qty on PO} < {Qty on SO},
{Stock Item?} =TRUE()
)