Overview of inventory reports

The Rock Gym Pro reporting function allows you to run a variety of inventory reports. Here is an overview of the standard inventory report options.

  1. In the Data Entry main window click Reporting and then select General Reports to open the Reporting window.
  2. Under the Inventory Reports tabs, choose from one of the following inventory reports:
    • Inventory- Adj. Transfers, Gym Use: This will create a report with inventory adjustments, transfers and gym use.
    • Inventory- Cost of Goods Sold: This will create a report of both collected and uncollected sales and is based on invoice dates. Unit costs are recorded at the time of the transaction and are based on the latest unit price available at that time. Unit costs added after a transaction do not alter previous transactions.
    • Inventory- Count: Click Generate Report and then choose a specific vendor to filter by if applicable. You can then choose whether or not to include inactive products.
    • Inventory- Margin: This report only includes collected sales and is based on payment date.
    • Inventory-On Hand Products Not Sold: This is an inventory of items that have not moved; all items are products that have not sold during the sales period nor have been restocked during the same period.
    • Inventory- Quantity Sold Summary: Click Generate Report and then select a specific vendor you wish to filter by if applicable. This report includes uncollected sales and is based on invoice date. It may differ from the z-out and ranked reports, as those reports only show collected sales and are based on payment date.
    • Inventory- Reorder Needed: Click Generate Report and then choose a specific vendor to filter by if applicable.
    • Inventory- Restocks (List and Cost): This will create a report showing just restocks and incoming transfers, not adjustments, outgoing transfers or gym usage.
  3. Select the date range and account filter if applicable.
  4. Click the Generate Report button.
  5. Your report will open up in a new window. You can now print, email, open the report in Word or Excel, or save it as a HTML or CSV file.
  6. Click Close to close the report, and Close again to exit the Reporting window.

 

 

 

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