The Master Report provides active inventory details including price, margin, SOH, and inventory sales totals for any supplier. The report has four format options:

  1. On the top ribbon, click the Reports module.
  2. In the Report Area pane, click Inventory, and then click General.
  3. In the Report List, click Master Report.
  4. Click Next or press F12.
  5. In the Report Settings pane, enter your report options.
  6. In the Additional Settings pane, in the Report Format List, select the report format.
    • Send to PDF: Create a PDF document with inventory item details.
    • Export to Excel: Create an Excel spreadsheet with inventory item details.
    • Summary by Dollar to Excel: Create an Excel spreadsheet with inventory item details and a breakdown of dollars earned by purchased item  quantity. For example, you will see the dollar revenue from customers who bought an item quantity of one, two, and so on.
    • Summary by Quantity to Excel: Create an Excel spreadsheet with inventory item details and a breakdown of number of items sold by purchased item quantity. For example, you will see the number of items that were bought in a quantity of one, two, and so on.
  7. Click Run Report or press F12.
*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 5/24/18