Summary

The Stack Summary report is used to provide LIFO and FIFO-based reporting used for balancing purposes.

When printing Inventory Control module reports, be aware that inventory counts and the transactions that affect those counts are date and time specific. In order to generate an accurate inventory report, confirm that both the date and time specified are correct.

Step by Step

1     Open the Stack Summary Report window (IC> Reports> Stack Summary Report).

2     Configure the report.

• Check the toggle next to each Location that should be used to determine which inventory items are included in the report.
  • Press CTRL+A to select all the displayed locations and then press SPACE to select or deselect all locations.
  • At least one location must be specified in order to run the report.
  • Locations are created and maintained on the Location Maintenance window (IC> Maintenance> Location).
• Enter an Item ID or click the field label to select an inventory item from a list and limit the report to a single inventory item.
  • Inventory Items are created and maintained on the Item Maintenance window (IC> Maintenance> Item).
• Enter a Date and Time to filter the inventory item counts by a specific date and time.
  • These fields will default to the current date and time. When creating a report for a specific date, be sure to change the specified Time to reflect inventory counts at close of business for the selected date.
• The six fields below the Date and Time fields are miscellaneous character fields. The displayed labels for these fields are set up on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels).
• The Group By drop-down field is used to configure how the items included in the report will be grouped.
• The report will display the Item, Description, Location, Costing Method, Unit Cost, Quantity, and Total Cost for each item included in the report. When grouped by Item, the report will provide Quantity and Total Cost totals by item. When grouped by location, the report will provide Quantity and Total Cost totals by location. Report totals for Quantity and Total Cost will also be provided.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).