Inventory Overview Report Fields

The Inventory Overview Report gives a clear understanding of the current stock levels and historical sales and purchase data crucial for making informed business decisions.

To access the Inventory Overview Report, go to Menu > Reports > Operation > Inventory Overview Report

Once you select the Inventory Overview Report option, you will be prompted to choose a document template. Navigate to the "Select Document Template" dropdown menu and choose the "Inventory Overview Report" template to access the report.

Inventory Overview Report Fields

Field	Description
Item	This field shows the unique identifier for the item.
Season	For seasonal items, this field includes the specific season associated with each item.
Description	This field shows the description of the item.
Current Snapshot	This field displays the real-time status of inventory levels for each item. This section shows the following inventory levels: - On Hand: This field displays the total quantity of undamaged and damaged available for the item (On Hand = Available+Not Available). - On SO: These are items that are on released sales orders, but they haven’t been shipped yet. Once they are shipped, they will no longer be “On SO”. Closing a SO will remove units from “On SO”. - On PO: These items are on released purchased orders. Closing a PO will remove units from “On PO”.
Purchase History	This field shows the quantity of item purchased in the defined period.
Sales History	This field shows the quantity of item sold in the defined period.

Clickable Values

By clicking on the quantity listed in the "On Hand" column, users can access a detailed breakdown of on-hand inventory quantity across different stores.

Furthermore, to examine another item's on-hand inventory at various stores, you can input the item's number into the "ITEM_NUMBER" field located on the right side of the report, then select "Preview" to view the data.

Filtering the Report

XoroERP provides businesses with the flexibility to filter the report based on the time period and then select the group for displaying the data.

Period Selection

1. Navigate to the "Period" section located on the right-hand side of the interface.

2. Select the appropriate time period for your analysis and click "Preview" to refresh the report data. The initial default setting is "This Month-To-Date". Additional timeframes are available, including:

   • Today

   • This Month-To-Date

   • This Calendar Year

   • Last Week

   • And others.

3. For a more tailored analysis, select the "Custom" option, set the "DateFrom" and "DateTo" fields, and click "Preview" to generate a report for the customized period.

Grouping Data

After setting the time frame, select how the data is to be grouped in the report. The group determines how the purchase history and sales history data is presented in the report. For example, with the range set to "This Week" and grouped by "Day," you'll be able to view the purchase history and sales history data for each day of the week. This means that you will be able to view how many items were sold and purchased on each day of the week.

To select the group, scroll down in the right section of the report and select the group under the "Group By" option to determine how you want to segregate the report.

By default, the report is grouped by "Quarter". However, users can opt for more granular categorization, with options including "Day," "Week," "Month," "Year," "Quarter," "Year," "Fiscal Quarter," and "Fiscal Year".

Report Header Icons

• Refresh: This allows you to refresh the search results after changing the search criterion.

• Toggle Print View: This feature enables you to switch the display mode specifically for printing the report. When activated, it adjusts the formatting and layout of the report to optimize its appearance when printed out.

• Toggle Parameter Area: This functionality enables you to switch the parameter area's visibility, located on the right side of the Income Statement By Class Window. Toggling this setting allows you to show or hide the parameter options, giving you more control over the display and customization of the Income Statement By Class details.

• Download: This versatile feature allows users to export and download data in various file formats, providing a summarized overview for quick reference. Options include CSV, TXT, MS-Word, MS-Excel, PDF, and MS Excel (.xlsx), catering to diverse user preferences and use cases.

• Advanced Search: The Advanced Search option elevates customer information retrieval to a sophisticated level. Users can delve into a nuanced search by specifying criteria facilitating precise and tailored searches.

• Zoom In and Zoom Out: These features in XoroERP's reporting module allow users to adjust the view of the report according to their preferences. Zooming In increases the size of the report elements, making them easier to read and analyze, while Zooming Out decreases the size for a broader view. These options are particularly useful when dealing with detailed reports or when users need to focus on specific sections of the report.

• Toggle Full Page Width: This feature enables users to toggle between displaying the report at its full page width or adjusting it to fit the screen width. When toggled to Full Page Width, the report expands to utilize the entire width of the viewing area, ensuring that all elements are fully visible and enhancing readability. On the other hand, toggling off Full Page Width may be useful for viewing multiple reports simultaneously or when a narrower view is preferred for better organization of the workspace.