Inventory Reorder - Kits

This Help File Page was last Modified on 04/03/2017

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Inventory Reorder - Kits

This Help File Page was last Modified on 04/03/2017

The Inventory Reorder - Kits option (the screen title is Kits Reorder Report) on the Inventory Tracking Reports menu provides a list of each User Defined Kits, its component parts and the quantity on hand of each Kit based on the available components of each Kit.

To access the Inventory Reorder - Kits Report:

a)From the Backstage Menu System Select Reports then Choose Inventory Reports and Select the Inventory Reorder - Kits option, or

b)From the Quick Access Menu, Select Reports then Choose Inventory Reports and Select the Inventory Reorder - Kits option

 

Inventory Reorder - Kits Report tabs - There are three tabs on the Kits Reorder Report dialog.

Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

 

HelpFilesKitsReorderReportOptions

Kit Reorder Report - Options tab

 

Order By - Establish the sequence in which these Kits will be listed.

Group Code and Part Number - The default - sorts the Kits by its Part Group Code, then within each Part Group set, by Part Number (Item ID).

Note: The Group Code refers to the "Part Group" Code that may be assigned in the Part Group field within the Inventory Info section of the Sale-Purchased Item Form. The Part Group Code may have 1 - 4 characters and letters in the Code should be capitalized.

Part Number - Sort the Kits by Part Number (Item ID).

Vendor - Sort the Kits by Vendor, then within each Vendor, by the Kits by Part Number (Item ID).

 

Group Code: - Select whether you want One or All of the selected Order By type's data to be listed.

If One is selected, use the Drop-Down Selection List to Choose what Group, Part Number, or Vendor will be included.

The field name (Group, Part Number, or Vendor) above the Selection List  changes based on the Order By selection you made.

Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print (to a File or a Printer) this Kits Reorder Report.

To Exit this Report dialog, Click the Close button HelpFilesReportDialogCloseButton toward the bottom of the Options tab.

 

Preview - The Preview tab presents the report which resulted from the Options you've selected.

Up Arrow/Down Arrow - hi - Moves the report one line up, or one line down, respectively.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesKitsReorderReportPreview

Inventory Reorder - Kits Report - Preview tab

Home - HelpFilesHomeKey- Using either the screen icon or your Keyboard's Home key, moves the report to the top of the first page.

End - HelpFilesEndKey- Using either the screen icon or your Keyboard's End key, moves the report to the bottom of the last page.

Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

If you enter an invalid page number, it will be ignored.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

You may then Click the Up  or Down arrows to set the exact amount of Zoom you want.

Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Kits Reorder Report.

Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.

 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

HelpFilesKitsReorderReportPDataView

Inventory Reorder - Kits - Data View tab

 

Arrows - Click the arrows to move through the record.

Export - Exporting the data from this Data View Form (note the "fly-over" help available on these buttons):

Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.

Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.

Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.

To Exit the Data View tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Data View tab.