Obtaining Stock on Hand by Product for a Specific Store Location
Being able to access the stock on hand for each product in a specific store location is essential for effective inventory management. Assisty provides two methods to retrieve this information: by searching for the "Stock on Hand by Product" report and applying a store location filter, or by searching for the "Stock on Hand by Store Location" report and utilizing the breakdown feature. This guide will walk you through both methods, enabling you to obtain the list of products with their stock on hand for a specific store location. Additionally, you will learn how to save the report as a Custom Report for future reference. Let's get started!
Log in to your Assisty account.
Navigate to the Report Library section.
Search for the Stock on Hand by Product report or use the search function to locate it.
Once the report is opened, look for the filter options.
Locate the "Store Location" filter and click on it to expand the options.
Tick the checkbox next to the desired store location to filter the report accordingly.
The report will update, displaying the list of products with their stock on hand for the selected store location.
Log in to your Assisty account.
Navigate to the Report Library section.
Search for the Stock on Hand by Store Location report or use the search function to find it.
Open the report and locate the detailed data table.
Scroll through the table until you find the row corresponding to the desired store location.
Click on that row to select it.
In the interactive menu that appears, locate the section titled "Break-down this report."
Click on the "by Product" link within that section.
You will be directed to a new report that lists all the products with their stock on hand for the selected store location.
To save the report as a Custom Report for future reference, follow these steps:
Click on the "Duplicate" button located within the report interface.
Provide a name for the custom report in the prompted dialog.
Click "Save" to save the report with the given name.
The report will now be accessible in the My Reports section, allowing you to easily refer back to it whenever needed.
Obtaining the stock on hand for each product in a specific store location is crucial for effective inventory management. Assisty offers two methods to retrieve this information: by using the "Stock on Hand by Product" report with a store location filter and by utilizing the breakdown feature in the "Stock on Hand by Store Location" report. By following the steps outlined in this guide, you can easily access the list of products and their stock on hand for a specific store location. Additionally, you can save the report as a Custom Report for future reference, ensuring quick and convenient access to valuable inventory data. This feature empowers you to make informed inventory decisions and efficiently manage your stock with ease.
Method 1: Using the Stock on Hand by Product Report with a Store Location Filter
Log in to your Assisty account.
Navigate to the Report Library section.
Search for the Stock on Hand by Product report or use the search function to locate it.
Once the report is opened, look for the filter options.
Locate the "Store Location" filter and click on it to expand the options.
Tick the checkbox next to the desired store location to filter the report accordingly.
The report will update, displaying the list of products with their stock on hand for the selected store location.
Method 2: Utilizing the Breakdown Feature in the Stock on Hand by Store Location Report
Log in to your Assisty account.
Navigate to the Report Library section.
Search for the Stock on Hand by Store Location report or use the search function to find it.
Open the report and locate the detailed data table.
Scroll through the table until you find the row corresponding to the desired store location.
Click on that row to select it.
In the interactive menu that appears, locate the section titled "Break-down this report."
Click on the "by Product" link within that section.
You will be directed to a new report that lists all the products with their stock on hand for the selected store location.
Saving the Report as a Custom Report:
To save the report as a Custom Report for future reference, follow these steps:
Click on the "Duplicate" button located within the report interface.
Provide a name for the custom report in the prompted dialog.
Click "Save" to save the report with the given name.
The report will now be accessible in the My Reports section, allowing you to easily refer back to it whenever needed.
Conclusion:
Obtaining the stock on hand for each product in a specific store location is crucial for effective inventory management. Assisty offers two methods to retrieve this information: by using the "Stock on Hand by Product" report with a store location filter and by utilizing the breakdown feature in the "Stock on Hand by Store Location" report. By following the steps outlined in this guide, you can easily access the list of products and their stock on hand for a specific store location. Additionally, you can save the report as a Custom Report for future reference, ensuring quick and convenient access to valuable inventory data. This feature empowers you to make informed inventory decisions and efficiently manage your stock with ease.
Updated on: 17/07/2023
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