Receiving by Inventory Item

The Receiving by Inventory Item report allows you to generate a list of the purchase history for inventory items for a specified date range.

For each inventory item, each purchase during the time period is listed; this list can be sorted by vendor, document date, or by price.

Values for credit memos and inter-store transfers will show as negative numbers; there will be no dollar values displayed for zero-check-type manual checks.

This report also has an ‘Export to Excel’ option that sends all the data in the report to excel with the data for each item flattened to one row, which makes it easy to sort and sub-total rows without the need to cut and paste information.

Report Options

The options screen appears similar to the following:

Use the following options to customize your report.

Note: You can view the results of posting portion cut sheets— portioned items will have a vendor code of Portions and a vendor name of Portion Cuts.

Note: In the case of an Inter-Store Transfer, the receiving restaurant is the vendor, and this report shows records for items transferred out, using negative values.

Sample Reports

Figure 1 and Figure 2 show the same Receiving by Inventory Item report sorted in two different ways, by Amount Each and by Document Date.

Figure 1. Receiving by Inventory Item Sorted by Amount Each

 

Figure 2. Receiving by Inventory Item Sorted by Document Date