Reporting Explained: ReOrder

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 





    • Related Articles

    • Reporting Explained: Summary By Period

      Business Need:  A user would like to see a summary of all activity for items between two dates.  How it Works:  This report will show all movement between two selected dates. This report can filter to as broad as by store, or as granular as by item. ...
    • Reporting Explained: Inventory On Hand Report

      Business Need:  This report is helpful for users who want a report to show all of the inventory they have in their stores or database as of a certain date. How it Works:  An Inventory>On Hand>By Item report shows all of the items that are in your ...
    • Reporting Explained: Physical Inventory (detailed by Physical)

      Business Need:  This report is helpful for users who are looking for a detailed report on a physical inventory.  This report will detail data on items included in a physical and show variances and variance costs for items on that physical. How it ...
    • Reporting Explained: Cost Reporting- COGS Detail

      Business Need: This report is helpful for F&B customers using COGS for tracking inventory. It allows clients to see a detailed breakdown of their COGS accounts in relation to sales, purchasing, physical inventories, and manual adjustments.  How it ...
    • Reporting Explained: Cost Reporting- Inventory Items with No COGS Account

      Business Need: This report is helpful for F&B customers using COGS for tracking inventory. It allows clients to see which inventory items are not mapped to a COGS account. This is useful for troubleshooting variances in COGS cost reporting and ...
    • Recent Articles

    • Yellow Dog/Spot On(Appetize) Integration Overview

      The document will provide an overview of the Yellow Dog Spot On(Appetize) integration Integration Approach The integration between Yellow Dog and Spot On (Appetize) can be configured to be a 1Way (sales pull only) or 2Way (sales pull and item push) ...
    • Yellow Dog/InfoGenesis Integration Overview

      The document will provide an overview of the Yellow Dog InfoGenesis Integration Integration Approach This integration can be setup as a 1Way (Sales Pull Only) or a 2Way (Pull Sales & Push Items) Sales – pulled in from a .txt file provided by ...
    • Yellow Dog/Shopify Integration Overview

      This document will provide an overview of the Yellow Dog Shopify Integration Integration Approach This integration can be set up in 4 primary ways: 1Way - pull sales only 2Way – pull sales and push on hands 2Way – pull sales and push items and on ...
    • Yellow Dog/Simpony2 w/Oracle Integration Overview

      This document will provide an overview of the Yellow Dog /Simphony 2Way integration Integration Approach The Yellow Dog/Simphony integration is a 2Way integration Sales – pulled in from files provided by Oracle once per day Codes – pulled from the ...
    • Yellow Dog/NCR Silver Integration Overview

      This document will provide an overview of the Yellow Dog/NCR Silver integration Integration Overview The Yellow Dog/NCR Silver integration is a 2Way integration Sales – Pulled from the NCR API Codes For reporting codes are pulled from the NCR API For ...