Inventory Reports – Simply IRIS

General Inventory Report

This report displays inventory items including pricing, stock available, reserved, incoming, storage and more.

To run a GENERAL INVENTORY report, first locate the REPORT MANAGER in the BackOffice.
Select the REPORTING button from the STORE section of the MAIN MENU on the left side of the screen.

Once in the REPORTS MANAGER, select the INVENTORY tab on the left side of the screen.
From the list, choose the GENERAL INVENTORY report.

After selecting the general inventory report, select the column icon check the desired attributes you would like included in the list: Product Code, Product Name, Product Description, Available, Reserved, Incoming and Storage are pre-selected. You can choose to add additional attributes from the list.
When all desired columns have been selected, click OK.

Once the desired columns have been selected, next select how you would like the report sorted. You can choose to have the report sorted by the Product Code, Product Name, Product Description, Available, Reserved, Incoming, Storage or any additional attribute. If you have no preference, the report will be sorted by default.

You are also able to choose if you would like your report sorted ascending or descending order. If you have no preference, the report will be sorted ascending by default.

After you have set your sort by preferences, if any, select the desired date range to be included in the report.

A CUSTOMER LIST report will generate.
If you are looking to FILTER the report so that it shows ONLY the transactions associated with the specific filters applied you will use the filter fields in the right corner of the report.
- To filter the report, begin by clicking in the FILTER BY field. From the drop down, select the specific filter characteristic.
- Next, click on the COMPARISON field. From the drop down select the comparison operation you would like applied.
- Lastly, enter your filter criteria in the last field.
Once you have entered the filter options, the General Inventory Report will now only show transactions associated with the filter criteria.

Product Discount Report

This report provides a list of all items and the respective discounts applied.

To run a PRODUCT DISCOUNT report, first locate the REPORT MANAGER in the BackOffice.
Select the REPORTING button from the STORE section of the MAIN MENU on the left side of the screen.

Once in the REPORTS MANAGER, select the INVENTORY tab on the left side of the screen.
From the list, choose the PRODUCT DISCOUNT report.

After selecting the product discount report, select the column icon check the desired attributes you would like included in the list: Product Code, Product Name, Discount Percentage, Discount Dollars and Markup Dollars are pre-selected. You can choose to add additional attributes from the list.
When all desired columns have been selected, click OK.

Once the desired columns have been selected, next select how you would like the report sorted. You can choose to have the report sorted by the Product Code, Product Name, Discount Percentage, Discount Dollars, Markup Dollars or any additional attribute. If you have no preference, the report will be sorted by default.

You are also able to choose if you would like your report sorted ascending or descending order. If you have no preference, the report will be sorted ascending by default.

After you have set your sort by preferences, if any, select the desired date range to be included in the report.