The Retail Value Report is an inventory report that combines inventory data and some sales history data to show retail, cost, and quantity values with transaction totals for a date range. This report can be run for groups of items or show individual item detail to better understand your inventory.
Running the Retail Value Report for Groups of Items
To see the retail value of groups of items (such as items in a category, items from a specific vendor, etc.):
- Select Inventory → Reports → Retail Value Report
- Choose Group from the Analyze by drop-down
- Choose a Group by method (e.g. Category, Categ/Subcat, or Primary vendor)
- Choose the number of records to print
- Top – Print top number of records based on the rank (defined below)
- Bottom – Print bottom number of records based on the rank (defined below)
- All – Print all records
- In the Rank by drop-down choose a method for ranking the groups. Some suggested rank by options are:
- Sales – Sales dollars
- Qty Sold – The quantity that was sold in the date range defined below
- Qty Received – The quantity that was received in the date range defined below
- Choose an Order by option from the drop-down:
- Rank – Groups will be listed in rank order
- Group – Groups will be listed in alphanumeric order by the code or number of the group (e.g. the Category code or the Vendor number depending on how the group was defined in step 3)
- Group Description – Groups will be listed in alphanumeric order by the description of the group (e.g. the Category’s description or the Vendor name depending on how the group was defined in step 3)
- Enter a Date or Date Range
- Choose an option for Locations
- All locations – Report will show data for all locations in your database
- Location groups – Report will show data for locations that are included in one location group
- Specific location – Report will show data for one location
- In the Report Section – check or uncheck boxes:
- (Optional) Use the Item and Inventory tabs to filter the report
- Click Preview
Running the Retail Value Report for Item Detail
To see the retail value of individual items:
- Select Inventory → Reports → Retail Value Report
- Choose Item from the Analyze by drop-down
- Choose the number of records to print
- Top – Print top number of records based on the rank (defined below)
- Bottom – Print bottom number of records based on the rank (defined below)
- All – Print all records
- In the Rank by drop-down choose a method for ranking the groups. Some suggested rank by options are:
- Sales – Sales dollars
- Qty Sold – The quantity that was sold in the date range defined below
- Qty Received – The quantity that was received in the date range defined below
- Choose a Group by method (e.g. None, Category, Categ/Subcat, or Primary vendor)
- If you chose a group by method other than None, choose a Print option for the items within the groups:
- Top – Choose a limit on how top of the ranking items to show within a group
- Bottom – Choose a limit on how bottom of the ranking items to show within a group
- All – Print all items within the group that meet the criteria define
- Choose an Order by option from the drop-down:
- Rank – Items will be listed in rank order (within their group if a group by method was chosen)
- Group (Item number) – Items will be listed in alphanumeric order by the item number (within their group if a group by method was chosen)
- Group Description – Items will be listed in alphanumeric order by the item description (within their group if a group by method was chosen)
- Enter a Date or Date Range
- Choose an option for Locations
- All locations – Report will show data for all locations in your database
- Location groups – Report will show data for locations that are included in one location group
- Specific location – Report will show data for one location
- In the Report Section – check or uncheck boxes:
- (Optional) Use the Item and Inventory tabs to filter the report
- Click Preview
