Inventory By Location (By Date)

What is the Inventory By Location (By Date) Report?

The Inventory By Location (By Date) Report provides an interactive pivot table view of inventory quantities available at different locations for a specific date. It enables users to analyze the on-hand inventory by store, item, and location based on the selected date type, making it easy to review inventory balances as of a particular date.

The report helps businesses monitor inventory distribution across locations, compare stock availability between stores, and analyze inventory positions using customizable pivot table views and filters.

Running and Customizing Inventory By Location (By Date) Report

To access and work with the Inventory By Location (By Date) Report in XoroERP, follow these steps:

1. Navigate to Menu → Reports → Operation → Inventory By Location (By Date) Report.

1. The report opens in an interactive pivot table format where you can customize the layout, apply filters, and analyze inventory by location based on your business requirements.

Report Filters

To help users quickly narrow down inventory data, the Inventory By Location (By Date) Report provides several filters at the top of the screen.

• Date: Displays inventory information for the selected date.

• Store: Displays inventory records for the selected store.

• Item or Desc: Search for a specific item using the item number or description.

• Location: Displays inventory records for the selected warehouse location.

• Date Type: Determines which inventory date is used for generating the report. For example, users can generate the report based on the Create Date or other supported inventory date types.

After selecting the required filters, click the Refresh icon in the top-right corner of the report to apply the changes.

Pivot Table Rows and Columns

The Inventory By Location (By Date) Report presents information using an interactive pivot table. Users can organize the report by arranging different fields into Rows, Columns, Values, or Report Filters, enabling them to analyze inventory data from different perspectives.

For example, users can group inventory by Store, Item, Location, Category, Lot Number, or any other available field to generate customized inventory summaries.

Inventory By Location (By Date) Report Fields

The Inventory By Location (By Date) Report contains a wide range of fields that can be used for filtering, grouping, and summarizing inventory information.

Field	Description
Store	Displays the store where the inventory is maintained.
Store Code	Displays the code assigned to the store.
Item	Displays the item number.
Description	Displays the item description.
Location	Displays the inventory location within the store.
Date	Displays the selected inventory date.
On Hand	Displays the quantity currently available at the selected location.
Avg Cost	Displays the average cost of the item.
Unit Cost	Displays the unit cost of the item.
Base Part Number	Displays the base part associated with the item.
Category	Displays the item category.
Product Category	Displays the product category assigned to the item.
Group Name	Displays the item group.
Lot Number	Displays the lot number associated with the inventory.
Last Received Date	Displays the date on which the item was last received into inventory.
Cubic Capacity	Displays the cubic capacity of the item.
Gender	Displays the gender classification assigned to the item, if applicable.

These fields can be arranged in different sections of the pivot table to generate customized inventory views and summaries.

Drill-Down Functionality

The Inventory By Location (By Date) Report allows users to drill down into summarized values for more detailed analysis.

Total Sum of On Hand

Clicking any value in the Total Sum of On Hand column opens a Details window displaying the individual inventory records that contribute to the selected quantity. The window displays information such as the Store, Item, Location, Date, and On Hand quantity, allowing users to review the records that make up the summarized inventory value.

Toolbar

The toolbar provides several options for managing, exporting, and customizing the report.

1. File

• Save My Layout: Saves the current report layout for future use.

• Restore Layout: Restores the previously saved report layout.

• Restore Filters: Removes all applied filters and restores the default filter settings.

• Save as New: Saves the customized report as a new report component for future use.

1. Tools

The Tools menu provides utilities for managing and interacting with the report layout.

• Expand All: Expands all grouped rows and columns in the report, displaying every level of the hierarchy for detailed analysis.

• Collapse All: Collapses all expanded rows and columns, displaying only the highest level of the report hierarchy for a summarized view.

• Fill Group Cells: Fills blank cells within grouped rows or columns by repeating the corresponding group values, making the report easier to read and export.

• Hide Group Cells: Hides repeated group values within grouped rows or columns, displaying the group value only once to provide a cleaner and more compact report layout.

1. Export

Users can export the report in multiple formats (CSV, HTML, PDF) for sharing or further analysis.

• Grid: Displays the report in an interactive grid layout.

• Charts: Display graphical representations of the report data for visual analysis.

Layout and Formatting Options

The right side of the toolbar provides options for customizing how the report is displayed.

Format

The Format option allows users to customize the appearance of the report, including number formatting, text alignment, decimal separators, thousand separators, and conditional formatting rules.

Options

The Options window allows users to customize how the pivot table is displayed. It provides settings for controlling the display of grand totals, subtotals, and the overall layout of the report.

The available options include:

Grand Totals: Controls whether grand totals are displayed in the report. Users can choose to:

• Do not show grand totals

• Show grand totals

• Show grand totals for rows only

• Show grand totals for columns only

Subtotals: Controls the display of subtotals within grouped data. Users can choose to:

• Do not show subtotals

• Show subtotals

• Show subtotal rows only

• Show subtotal columns only

Layout: Allows users to select how the pivot table is presented. The available layouts are:

• Compact Form: Displays grouped fields in a compact, space-efficient layout.

• Classic Form: Displays each field in a separate column, providing a traditional pivot table view.

• Flat Form: Displays all fields in a flat tabular layout without hierarchical grouping.

After selecting the desired options, click Apply to update the report layout or Cancel to discard the changes.

Fields

Selecting Fields opens the field configuration window where users can fully customize the report layout.

Within this window, users can search available fields, add or remove fields from the report, rearrange fields using drag-and-drop, and organize them into the Report Filters, Rows, Columns, and Values sections. Users can also expand or collapse field groups for easier navigation.

For example, drag Store into Rows to group inventory by store, Location into Rows to analyze inventory by warehouse location, Date into Columns to compare inventory across dates, or On Hand into Values to summarize available inventory quantities.

After making the required changes, click Apply to update the report.

Calculated Values: The Add calculated value option allows users to create calculated fields for the report.

Users can select predefined calculations or create custom formulas using mathematical operations and supported aggregation functions. These calculated values can then be added to the report like any other value field, enabling customized inventory analysis based on business requirements.

Calculated values can also be defined by using mathematical operations and system-defined functions such as SUM, AVERAGE, and other supported aggregation functions.