Inventory Usage by Product Report

Location: Reports > Inventory & Gift Reports

The Inventory Usage by Product Report allows businesses to track inventory usage within a selected date range and filter results by Product Line, Inventory Group, Company or Worker. This report can be exported or printed for your records.

How to Generate the Report

1. Select a Begin Date and End Date.
2. Choose to include:
   • All Product Lines
   • Specific Product Lines
3. Choose to include:
   • All Inventory Groups
   • Specific Inventory Groups
4. Select to report on:
   • All workers within the company
   • A specific worker
5. Click Generate.

    The report can also be sorted by the following columns:

• Product — displays the table in alphabetical order by product name
• Inventory Group — displays the table in alphabetical order by inventory group
• Cost Each — displays the table in ascending order by standard cost
• Qty — displays the table in descending order by quantity used
• Total Cost — displays the table in ascending order by total cost

Within the table, products will be grouped by Product Line. Each Product Line section will be separated by a solid blue bar displaying the Product Line name. Within each Product Line grouping, the report will also display:

• Total quantity of inventory usage for products within that Product Line
• Total cost of all products used within that Product Line

The report includes the following columns:

Product - Displays the products used within the selected date range and filters applied.

Inventory Group - Displays the Inventory Group assigned to the product based on the selected filters and date range.

Cost Each - Displays the standard cost assigned to the product.

Qty - Displays the number of times the product was entered as inventory usage within the selected date range and filters applied.

Total Cost - Displays the total cost of the inventory item based on the selected date range and filters applied. (Formula: Standard Cost × Quantity)

At the bottom of the report, a totals row will display the combined total quantity and total cost for all inventory items included in the report based on the selected filters and date range.

To control whether staff can make inventory adjustments: Go to Setup → Setup Worker Permissions, then navigate to the Page Category dropdown and select Inventory

Note: To adjust a product’s Standard Cost or update the assigned Product Line or Inventory Group, go to Setup > Setup Products

Note: To quickly update a product’s Standard Cost, go to Inventory > Manage Inventory.

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