Printing the Overstocked Items Report

The Overstocked Items report lists each item at each location for which the quantity on hand (plus the quantity on PO minus the quantity on sales order) exceeds the maximum or projected sales quantity assigned for the item and location.

You can report item quantities for locations that are over the maximum level or over the projected sales figures entered for the items in the Reorder Quantities screen. You can include cost figures on the report to see the costs of carrying the extra inventory items.

Use the Annualized Turn And Earn Ratio version of this report to find out how many times your company's average inventory was sold during the year to date. The report also shows the profit margin, total sales, and total cost for each item in the year to date.

For more information on the contents of this report, see I/C Overstocked Items Report.

  • Run Day End Processing if you want to include the latest costing information in the report..
  • To print meaningful data on some versions of this report, you must first enter figures for the items in the Reorder Quantities screen.

To print the Overstocked Items report:

  1. Open Inventory Control > I/C Stock Control Reports > Overstocked Items.
  2. Make your selections as follows:

    Sort by.  Specify the order in which to list item records.

    From [ ] To [ ]. Specify the range of item numbers, categories, segments, or optional field entries to include in the report.

    From Location [ ] to [ ]. Enter a range or use the Finder to select a range of locations.

    Print Items with. Select the criterion you want to use to determine whether items are overstocked.

  3. Click Print.

    • If you are printing to a physical printer, the Print window appears. Confirm your printer selection and the number of copies to print, and then click OK. Otherwise, click Cancel or Setup.
    • If you are printing to the screen (preview), the report appears in a new window. You can print the report or export it to a file.

      Note: For Web-based clients, the preview screen appears first when you click the Print button.

    • If you are printing to a file, the Export window appears. Specify the file format (for example, PDF, DOC, or XLS). Also, specify a destination for the file:

      • Application. View the report in an application that can open files of the specified format (for example, if you specify PDF as the file format, the report opens in Adobe Acrobat). You can then save the file.
      • Disk file. Save the report to a location you specify.
      • Microsoft Mail. Send the report as an e-mail attachment.

      You can enter the name of a non-existent file or directory to be created by the system when you print. When you print to a file, the report is assigned a unique name, for example, CS1000.TXT.

    • If you are printing to e-mail, an e-mail message appears with the report attached.