INVENTORY - Reports

Accessing and generating Inventory reports for Print / Preview / Email

 

• Access
  • Inventory List
    • select or multi-select the record(s) from the filtered or unfiltered list (see Filters)
    • choose Print Selected or Print All

                       

• • Inventory Reports Tab

               

• • Inventory Details

             

• Generating Reports / Forms
  • from the Spire Reports list, select the report(s)/ Form(s) you wish to run
  • highlight the report to check the description below to see if it's what you expect

• • select the run method:         

• • • Print
      • accept or change the Printer
      • accept or change the Paper Source
      • printer format permitted, select from Duplex options
      • accept or change the number of Copies
      • option to Save Defaults so same settings will be used next time this report is selected for printing
    • Email

• • • • Setup

• • • • • establish Company Settings - see Company Settings - Email
        • establish User Settings - see User Settings
      • Recipients

                                 

• • • • • enter email address(es) in the To box (separate additional email addresses with ‘;’)
        • accept or change the CC and BCC recipient(s) default as set in User / Company settings 
      • Attachments box displays any reports being sent
      • select from available email addresses for the From and Reply-To fields
      • enter the message in the bottom box
      • option to  Print Reports already attached in this email
      • option to Select Template or setup a new one: 
        • Edit > Email templates

                                     

• • • • • New template

                                 

• • • • • enter Template Name
        • enter Subject for the email
        • enter the email message in the Body section, in the Rich Text tab if you want to use formatting (bullets, etc), or the Raw HTML tab if you want to add special formatting or insert an image, or the Plain Text tab if you want to avoid any formatting
        • option to Insert Param merge field(s) into the subject or  message body (username is inserted here)

• • • • • option to make this a Shared Template so no other user can see it, or a Personal Template
      • if not using a template, then manually enter Subject and Message, selecting either the Rich Text, Raw HTML, or Plain Text tab
      • accept or change the From email address
      • Attach File of any type
      • Insert Param merge field(s) from the company or user fields into the subject or message body
      • Send the email or Save / Save Close to Edit / Send later from the  Email module
    • Preview - see report(s) on screen with additional options (if multiple reports were selected, each report will populate a separate tab) with additional options:
      • use Ctrl + scroll to zoom in or out
      •   Print the report currently in the viewer window
      •   Print All reports if multiple reports were chosen (shown by multiple tabs)
      •   Export
        • select the Format
        • select the Destination
          • Application will open the program on your computer that is associated with the Format you chose
          • Disk file will prompt you to save the Report in the Format you chose
          • Exchange Folder allows the Report to be accessed through a Microsoft Exchange client such as Microsoft Outlook
        • click OK
      • Find to search text of the document / report
      •    navigate through pages of the displayed report, alternatively to scrolling down

 

• Security on Reports / Forms can be established at Company Level, User Level or Server Level:
  • Company Level - Edit > Company Settings > Reports > Security tab
    • Disable Security gives full access to all users for all reports to Preview / Print / Export / Email unless Security is Enabled in User Settings (described below)
    • Enable Security gives ability to select which reports can be accessed for all Users to Preview / Print / Export / Email
  • User Level - Edit > User Settings > Reports
    • Company Default uses settings established in Edit > Company Settings > Reports
    • Disable Security gives access to all reports within the modules this User has access to
    • Enable Security opens up the checkmarks below Preview / Print / Export / Email to remove access
    •   Use Defaults establishes settings same as Company settings, with the ability to make changes
  • Server Level - Tools > Server Administration

                  

• • • select a report in the list 
    • delete or   disable 

 

• Available Inventory Reports 

Report Name	Location
Communication Notes	Inventory Item > Communication tab
Components Usage	Inventory List / Inventory Details
Historical Inventory Status	Inventory List > Reports Tab
Inventory Bar Code Label	Inventory List
Inventory Code Change List	Inventory Code Change
Inventory Count Sheet	Inventory Count / Inventory Count List
Inventory Count Sheet by Location	Inventory Count / Inventory Count List
Inventory Count Review	Inventory Count / Inventory Count List
Inventory Count Post	Inventory Count / Inventory Count Post
Inventory Label 2x1	Inventory List
Inventory Label 5160	Inventory List
Inventory Packing Slip	Inventory Transfer
Inventory Pick Ticket	Inventory Transfer
Inventory Movement by Posted Date	Inventory List > Movement Tab
Inventory Movement by Source Date	Inventory List > Movement Tab
Inventory Sales History	Inventory Details > Sales History Tab
Inventory Sales History Details	Inventory Item > Sales History Tab
Inventory Re-Order	Inventory List
Inventory Statistics	Inventory List
Inventory Status	Inventory List
Inventory Status with UDF fields	Inventory List (needs to be added)
Inventory Transfer	Inventory Transfer
Invoice Posted (Re-print)	Inventory Details > Sales History Tab
Items Allocations	Inventory List / Inventory Details
Item Components	Inventory Item > Components Tab
Open Purchase Order	Inventory Details > Purchasing Tab > History Tab
Pending Inventory Adjustments	Inventory Adjustments List
Pending Purchase Order Receipts	Inventory Item > Purchasing Tab > Orders List
Post Inventory Adjustments	Inventory Adjustment Post / Inventory Adjustments List
Purchase History	Inventory Item > Purchasing Tab > History
Purchase Order List Detailed	Inventory Item > Purchasing Tab > History
Purchase Order List Summary	Inventory Item > Purchasing Tab > History
Purchase Order Reprint	Inventory Item > Purchasing Tab > History
Purchase Order Reprint	Inventory Item > Receipts Tab > View PO
Requisition List	Inventory List > Requisition Details
Shipping Label	Inventory List – Labels icon
Transfer Packing Slip	Inventory Transfer / Inventory Transfer List