What Reports should I look at for my Physicals?

What Reports should I look at for my Physicals?

There are a few recommended reports to run before, during, and after your Physical Inventory process. Below you will find the steps on how to generate each report. 

 

Before:

Where?:
  1. Standard Reports
  2. Inventory
  3. On Hand
  4. By Item
  5. Show Only Items W/Negative on Hand
When?:
  1. We recommend running this report about a week before your Physical Inventory.
Why?
  1. It is recommend that you address any items that are reporting a negative on hand value prior to your physical
How?
  1. If you find that you do have items with negative on hands prior to counting you will need to complete a spot check count, then perform a manual adjustment in Yellow Dog so your on hand value is up to date.  

 

 

During:


Where?:
  1. Standard Reports
  2. Physical Inventories
  3. Detail(Select by Physical Inventory)
  4. Show Uncommitted 
  5. Physical Inventories-select the physical you wish to see reporting on. 
When?
  1. Prior to committing your Physical 
Why?
  1. To review detailed information about your variances and current counted costed in an easy to read and fully customizable report 

 

 

After:


Where?: 
  1. From within the committed Physical 
When?: 
  1. After the Physical has been committed 
Why: 
  1. Detailed Report: To review all of the details for every line item in the Physical inventory
  2. Variance Report: To review the items that have a variance in the Physical Inventory



 



    • Related Articles

    • How do I change the view of my Standard Reports?

      How Can You Change the View of My Standard Reports in Yellow Dog? To change the view for your Standard Reports in Yellow Dog, right click any where on the white screen and select “reports on top”. Your view will then change to look like this:

    • What are Yellow Dogs Best Practices for Physicals for Retail Customers?

                            Retail Physical Inventory Best Practices                       The following are our teams’ best practices for taking a Retail physical inventory gathered over hundreds of implementations.  Following these guidelines will ensure ...

    • What are POS-Only Sales Reports?

        The POS-Only Sales Reports will show all sales captured from the Point of Sale (POS) and if those sales were assigned to items or recipes.  We recommend users utilize this report to ensure all of their products being sold are assigned to items in ...

    • Reporting Explained: Inventory Adjustments Manual by Store and Item and Accounting

      Business Need:  This report is helpful for users who want a report to show what manual adjustments were made in the system for a selected period of time summarized by store, item, and accounting code. How it Works:  An Inventory>Adjustments>Manual by ...

    • How do I use Aging Reports & Evergreen Status?

      This video will demonstrate how to use Aging Reports & Evergreen Status What Are Evergreen Items and How Do I Use Them in Aging Reports? Evergreen items are items in in Yellow Dog that do not age.  You may want to set an item to Evergreen status so ...

    • Recent Articles

    • Send Saved Report Emailing

      You can configure saved reports to be automatically emailed to you and/or team members on a set schedule. How do I schedule daily email reporting? You can configure saved reports to be automatically emailed to you and/or team members on a set ...

    • Purchasing Flow for Food and Beverage

      The Yellow Dog Inventory purchasing flow ensures that all aspects of inventory management, from restocking to adjusting errors in transfers, are covered systematically. Each document type in the flow serves specific functions that collectively ...

    • Updating Count XL Application

      You may need to update your Count XL application on your handheld device to ensure it runs properly and smoothly. If you have received the following errors, your Count XL application may need to be updated: • “Invalid network error” • “API error” • ...

    • Removing Items with On-Hand Quantity (Decimal)

      You might encounter difficulty removing specific inventory items due to an error indicating that the item cannot be removed since its on-hand quantity is not zero, possibly because the decimal point is not properly adjusted. Changing the Decimal ...

    • ZD411 Printer Troubleshooting

      Labels Skipping When Printing When you are not able to print labels or labels are skipped when printing you will need to adjust the sensor inside the printer. If your labels are skipping when printing, make sure you have adjusted your sensor. To do ...