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This report provides an inventory of supplier items in one or more retailer stores.  It's based on a single business date anytime within the last 35 days, and can include all supplier items or just a select few.  Inventory can be reported for up to 10 stores.

The In-Store Stock Position report is especially useful for determining inventory values in the event of a store disaster, such as a cooler failure or fire.  Managers also find this report helpful for more common tasks, such as planning changes to delivery routes.

The report is e-mailed as a CSV (comma separated) file that can be opened in a spreadsheet or as plain text.  It cannot be displayed online.

Note:  This report replaces the old Review Book Inventory Report.

Business Rules

Date:  Up to 35 days in the past.

Stores:  Up to 10 stores

Items:  From 1 to All items.

Note: Selecting a different store clears the Available Items list.

 

Follow these steps:

  1. Enter the Date and choose the Stores

  2. Select the Items

  3. Run the Report

 

A.

Enter the Date and choose the Stores

From the main Inventory & Shrink tab:

  1. Click Review In-Store Stock Position.

  2. Select the Retailer.

The Review In-Store Stock Position link displays.

  1. Click Review In-Store Stock Position.

  2. Enter the Date to report.

Must be no more that 35 days in the past.

  1. Select one or more Available Stores, clicking the > link to move them to the right.

A maximum of 10 stores can be selected.  Hold the Crtl key to select more than one at a time.

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B.

Select the Items

  1. All Items is checked by default.

This will include all supplier items sold in the Chosen Stores.  You do not have to search for items using this option.  

  1. If you wish to report less than all items, do the following.  Otherwise you can click Request Report below.

    1. Un-check All Items.

    2. Click Expand Item Search Criteria.

    3. Enter criteria to find the desired items.   

    • Leave the fields blank to list all items.

    • Enter part of a Description (item name), using asterisks as wild cards.  For example, enter *water* to search for descriptions that contain the word water.

    • Enter one or more Supplier Item Numbers separated by commas or spaces.  For example, 123,124,125 or 123 124 125.

    • Select the supplier's Item Group (if applicable).

    • Select the item's Status in Park City Group.  

    • Enter all or part of a Product Code Pattern, such entering the vendor portion of a UPC in the fourth field from the left.  

Note:  Only items authorized to one or more of the Chosen Stores will display.

    1. Click Find.

    2. Select the desired items.

    3. Click Select Items for Report.

Note:  To eliminate items, select them from the top list and click Remove From Report.

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C.

Run the Report

  1. If desired enter a different Report Name.  

This name will be used as the e-mail subject line.  

  1. This report is available in CSV (Comma Separated) format only.  You can open it as a spreadsheet or a text file.

  2. Click Request Report.  The report will arrive shortly via e-mail.

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