Inventory Quick Reports

Select from the Reports available and then configure the filters/options specific to the selected report.

Date Selection

Nearly all of the reports in SwiftPOS can be filtered by a date range. The date range can either be selected from the drop down list of Periods or entered manually.

Product Ranges

Select from the Product Ranges available. The Product Ranges available will depend on the Report selected.

Options

Select from the options available. Options available will depend on the Report selected.

Location Group and Location Selection

Select from the Location related filters.

Sorting

Select from the drop down list the Sort Options available.

Footer

• Reset - Select to reset all settings to default values.
• Export - Select from the drop down list one of the following :
  
  

• Print - Select to print the report.
• Preview - Select to preview the selected report.
• Save As Favourite - Select to save the selected Report and it's current filter/settings and add it to the list of Favourite Reports. Favourite Reports can be given customised names. Once saved these reports will appear in either the Private Favourites or Public Favourites menu items.
• Edit Favourites - Select to open the Edit Favourite Reports screen to manage saved Reports.
• Close - Select to exit.

Report Name

ID

Sample

Report Description

Cost of Goods

QIH014

D D

S S S S

Use ???Period Location Summary??? Report for more accurate reporting on Trading Periods.

Reports opening/closing Stock values and Actual Cost of Sales grouped by Product Group and Location. Lists Location, Product Group, Products, Opening Stock value, Nett Transfers, Nett Purchases, Closing Stock, Closing Mix, Actual Cost of Sales, Discount, Sales value, Sales Mix, Stocktake Variance, Wastage/Adjustment, Gross Profit %, Gross Profit Mix %. Values can be reported as $ values or quantities. This report can be sorted by Product Code/PLU or Description. The opening and closing values for this report are also generated using the end of day option as is with a number of other reports in this section.

In addition the Detail version of this report lists the Products.

Damaged Inventory

QIH004

R

Reports on the quantity/value of Inventory/Stock Damaged in the previous 6 months grouped by Product Group. Lists the Product Group. Products and the values of the Damages over the previous 6 months from the From date specified in the filters.

Inventory Adjustments

QIH003

R

Reports on the quantity/value of Inventory/Stock Adjustments in the previous 6 months grouped by Product Group. Lists the Product Group. Products and the values of the Adjustments over the previous 6 months from the From date specified in the filters.

Inventory Forecast

QIH013

R

Reports on the calculated Forecast in Weeks and Days the current SOH will last per Product. The report uses the number of item sold per Product in the Period selected and compares the sales to the current SOH level and calculates the Forecast values. Lists the Product PLU and Description, Supplier Code, Case Qty, Size, Cost of Sales, Qty, Sales (Excl./Incl. Tax), Gross Profit %, Stock on Hand (SOH), Location Cost, Value of SOH and the Forecast in Weeks and Days. Note : This report automatically consolidates to parent items as the report would not be accurate with this option disabled.

Inventory Movement

QIH001

R

Reports on the quantity/value of  Inventory/Stock Movements in the previous 6 months grouped by Product Group. Lists the Product Group. Products and the values of the Movements over the previous 6 months from the From date specified in the filters.

Inventory Promotions

QIH006

R

Reports on the quantities/value of Inventory/Stock Promotions in the previous 6 months grouped by Product Group. Lists the Product Group. Products and the values of the Promotions over the previous 6 months from the From date specified in the filters.

Inventory Purchases

QIH005

R

Reports on Stock Purchases summarised by Calendar month (for each of the 6 months prior to the To Date selected) and grouped by Product Group. Lists the Product Group, Product and Sales value per month, plus a total.

Inventory Receipts

QIH007

R

Reports on the quantity/value of  Inventory/Stock Receipted in the previous 6 months grouped by Product Group. Lists the Product Group. Products and the values of the Receipts over the previous 6 months from the From date specified in the filters.

Inventory Redemptions

QIH008

Inventory Returns

QIH009

R

Reports on the quantity/value of Inventory/Stock Returned in the previous 6 months grouped by Product Group. Lists the Product Group. Products and the values of the Returns over the previous 6 months from the From date specified in the filters.

Inventory Wastage

QIH011

R

Reports on the quantity/value of Inventory/Stock Wasted in the previous 6 months grouped by Product Group. Lists the Product Group. Products and the values of the Wastage over the previous 6 months from the From date specified in the filters.

Movements Summary

QIH012

R

Use ???Period Location Summary??? Report for more accurate reporting on Trading Periods.

Reports on Inventory/Stock Movements grouped by Product and then Product Group. Lists the Product Group # and Description, Product Code, PLU and Description. Location #, Opening Stock, Sales, Adjustment, Damaged, Promotion, Wastage, Nett Purchases, Nett Transfers, Stocktake Variance and Closing Stock. This report can be sorted by PLU # or Product Description.

Stocktake Variance

QIH002

R

Reports on Stock Variance ($ value or quantity) monthly totals for the 6 months leading up to the date selected, grouped by Product Group. Lists the Product Group, Product, Month total for each of the 6 months and the Total. This report can be sorted by PLU, Description or Product Group.

Transfer Cost Variances

QIH010

R

Reports on only those Inventory/Stock Transferred that resulted in a Cost Variance grouped by Product Group. That is, the difference in the cost value of the goods transferred between the From and To Locations. This generally will only occur when the Product's Cost Price differs between Locations. Lists the Product Group. Product and the values of the Variances over the previous 6 months from the From date specified in the filters. Also reports the Total value of Variances.

Published 13 Nov 2024