Help Centre

Inventory > Reviewing your inventory information
Analyse Inventory
Gives you a list of all your items, including the number on hand, the number committed and the number on order. [AccountRight Enterprise only] If you use multiple locations for items, you can group the items by number or location.
Inventory reports
Inventory reports help you keep track of your item quantities and value.
You can view the sales and purchase transaction histories of an item or supplier for seven years.
Find Transactions
Find Transactions helps you find inventory transactions.
Items Register
Gives you a list of your inventory transfers, adjustments, sales and purchases for all items, or it can be filtered to show the history of a single item.
To view a list of all items that need to be built or purchased
The Stock Alert view of the To Do List displays all items that need to be built or purchased to fulfil customer orders.
1
Click To Do List from any command centre. The To Do List window appears.
2
Click the Stock Alert tab. A list of all items that need to be ordered or built appears. The On Hand column shows the quantity of each item actually on hand. The On Order column shows the quantity of each item already on order. The Committed column shows the quantity of an item on order or backorder for customers.
3
If you want to automatically order or build items:
a
Click the select column () next to each item you want to build or order and then click Order/Build. A date window appears, displaying the current date.
An order will automatically be created for the items that need to be purchased. The restocking information entered in the Buying Details tab of the Item Information window is used to determine the supplier and quantity to order or the items to build.
4
If you want to change the details of an order or auto-build transaction, click the Order or Build zoom arrow () next to the item. Complete the transaction in the window that appears.
To analyse inventory
The Analyse Inventory window lets you view detailed information about how much inventory you have on hand, what is committed, what is on order and what is available. This analysis is based on all the sales and purchases recorded in your company file.
1
Go to the Inventory command centre and click Analysis. The Analyse Inventory window appears.
2
Choose the required view of the Analyse Inventory window. The Summary view displays all inventoried items, while the Item # view displays all the customer and supplier orders for a selected item.
3
[AccountRight Enterprise only] If you use multiple locations to store your inventoried items, the Group by Item view displays all inventoried items grouped by the item number. The Group by Location view displays all inventoried items grouped by location, while the Item Number view displays all the customer and vendor orders for a selected item.
To view inventory reports
There are several reports that you can generate to keep track of your inventory. The following are some of the reports you may find useful. For more information on reports, see Reports.
Analyse Inventory Summary report. The summary and detailed versions of this report can serve as your order book. You can view a list of all your sales orders and purchase orders for all or selected items.
Items List Summary report. This report shows information about your items including their on-hand quantities and total value. The Items List Summary report also shows an item’s current average cost price, which is important to know when making inventory adjustments. You can use this report to compare your total inventory value to the total of your inventory asset accounts.
Price Summary report. This report lists your item prices, and is useful for sending to your customers. You can convert this report to HTML and post the price list on an internet site.
To view sales and purchases history for an item
1
Go to the Inventory command centre and click Items List. The Items List window appears.
2
3
Click the History tab. The History view displays the purchase and sales history for the item for seven years: five past years, the current year and the next year.

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