Reporting Explained: ReOrder
Reporting Explained: Re-Order
Business Need: This report will show items that are either at or below the re-order point assigned, and include the quantities needed to bring the items back up to Par.
How it works: To best utilize this report users will need to have Par & Re-Order points assigned to items. By default, the report will show items that are at or below the re-order point and have the option to filter to only show items that are below re-order point.
Generating the Report:
Go to the Standard Reports Section in Yellow Dog:
1. Select Standard Reports
2. Open the Movement Folder
3. Select the Re-Order report
4. Select the stores/levels/vendors, and additional filters
5. Generate
Reading the Report:
1. Shows the filters selected for the report
2. Change Columns, Sorting & Grouping: This allows users to add or remove columns as well as organize and group data
3. Store Name: Show the store that data is being displayed for. If an item is available to multiple locations that are included in the report the item will appear multiple times in the report.
4. Level: Will display the level the item is assigned to
5. Vendor: Will display the vendor assigned to the item
6. SKU: Will display the SKU assigned to the item
7. Item: Will display the description assigned to the item
8. Total On Hand: will display the on hand for the item in the related store
9. Total On Order: Will display the quantity of the item that is listed on Purchase Orders that have not yet been received/invoice. On order quantities will be factored in by the system when tabulating the quantity that needs to be ordered to bring the item up to par.
10. Re-Order Point: The re-order point assigned to the item. The re-order point typically represents the minimum quantity that users want to have on hand of an item
11. Par Inventory Level: Represents the Par level assigned to an item. The Par level is typically the ideal quantity a user would always want to have on hand of an item
12. Re-Order amount: The quantity needed to bring the item back up the to par level. This will account for items that are on order already
13. Vendor Price: Will display the vendor price assigned to the item, for the corresponding store.
14. Re-Order Cost: Will display the cost to bring the item back up to Par (Vendor Price x Re-Order Amount)
15. Print/Save/Export: Are available on every report. Export Options: Excel, CSV, PDF
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