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Operations Menu - Items - Item Status Report

This page describes the 'Item Status Report' function on the Operations menus in the Item browse and record windows. If you are using iOS or Android, you can access the 'Item Status Report' function through the Tools menu (with 'wrench' icon).

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The 'Item Status Report' function prints a report to screen for the Item(s) highlighted in the 'Items: Browse' window or for the Item currently open in a record window. If you are using Windows or macOS and you need to apply the function to a group of Items in the browse window, highlight the first Item of the group and then click on the last while holding down the Shift key. Then select the function. If you are using iOS or Android, you can highlight an Item in the browse window by searching for it.

The report will display stock and order positions and prices in different price lists.

You can decide whether the Sales Order and In Stock figures shown in the report should include quantities in Deliveries that you have not yet marked as OK (i.e. you can decide whether the stock and unfulfilled Order quantity figures should be reduced when you create a Delivery or when you mark that Delivery as OK). This is controlled using the Decrease Available on Deliveries options in the Stock Settings setting in the Stock module. For example, you have ten units of an Item in stock and you receive an Order for one unit. The report will contain the following Sales Order and In Stock figures at each stage of the Order process, depending on which Decrease Available on Deliveries option you have selected:

Option selected	Action	Sales Order figure	In Stock figure
Delivery is OKed	Create Order	1	10
	Create Delivery	1	10
	OK Delivery	0	9
When Delivery has been Created	Create Order	1	10
	Create Delivery	0	9
	OK Delivery	0	9

Note that if you are using the When Delivery has been Created option, the In Stock figure will be reduced when you create a Delivery (from 10 to 9 in the example). At this point, the Stock List will still show 10 as being in stock, so you should treat the In Stock figure as a "free" stock figure (showing the quantity that is available for new Deliveries) rather than a strict stock figure.

The Sales and Purchase Order figures will include all unfulfilled Orders irrespective of whether they have been marked as OK.

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The Item register in Standard ERP:

• Introduction
  

• Entering an Item
  

• Editing an Item
  

• Deleting an Item
  

• Items and Pictures
  

• Operations menu, including:
  
  • Item Status Report
    

  • Item Status
    

  • Item History
    

  • Search
    

  • Item Location Status
  
  
• Create menu

Go back to:

• Home page for Items and Pricing manual
  

• Home page for Standard ERP manual

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