The POS Inventory set up reports allow you to report on inventory set up, listings, and sales.
RecTrac Process and Reporting screens offer numerous fields and widgets that allow you to filter the data for which your process or report is being run. RecTrac Widgets provides definitions and examples to show you how these work.
Other buttons on the screen…
Core Criteria
Inventory Items (PSInventory_InventoryCode_DataGrid)
Highlight/select the inventory items you want to include. By default, the DataGrid displays all inventory item codes in your database that you have Permission to see.
OR
Make no selections from the DataGrid and enable the Use Inventory Item Range option and make selections.
Note: In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
Click here for a full description of RecTrac DataGrids.
DeleteUse Inventory Item Range (PSInventory_InventoryCode_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to use limit your selection to a range of inventory items.
THEN
Enter the range of inventory item codes.
OR
Leave this option deselected to skip the range filter and make selections from the DataGrid.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the range yields a blank report or process.
- If there is NOT a DataGrid for this program - In instances where you do not have a DataGrid a selection here is not required. Leaving this option de-selected skips this filter and results in ALL codes being included.
Inventory Item Status (PSInventory_RecordStatus_ComboBox)
Select the Status(es) you wish to include in your output. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
- Active
- Inactive
- Default
- Deleted
Begin Inventory Item (PSInventory_InventoryCode_Begin)
This field is applicable only if you opt to Use Inventory Item Range.
Select the inventory code range. Inventory item codes within the range entered will be included in the process.
DeleteEnd Inventory Item (PSInventory_InventoryCode_End)
This field is applicable only if you opt to Use Inventory Item Range.
Select the inventory code range. Inventory item codes within the range entered will be included in the process.
DeleteInventory Code (PSInventory_InventoryCode_Equals)
Select the inventory item code you want to use a base for your wildcard.
THEN
Choose your Wildcard Equals Option, if applicable.
See also: RecTrac Wildcarding.
DeleteWildcard Option (PSInventory_InventoryCode_Equals_Option)
Select your Wildcard Option for this process:
- Equals - The process will return a list of all records that equal the value entered. This must be an exact match. For Example: If this was a list of Family Members, entering 'Grace Somersby' would find 'Grace Somersby' because it is an exact match, but it would NOT find 'Grace J. Somersby' because it is not an exact match.
Note: When running Reports you can use a comma-delimited list (with no spaces) in the corresponding Wildcard field when your Wildcard Option is Equals. This applies to Reports only. For Example: Entering "48116 5851 88003" in a Zip Code Wildcard field on a Report and using the Equals Option would yield results from those three separate Zip Codes.
- Begins - The process will return a list of all records that begin with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'Gr' would find all members whose name begins with 'Gr' such as Grace Somersby but it would NOT find Ginny Weasley because her name begins with 'Gi.'
- Ends - The process will return a list of all records that end with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'by' would find all members whose name ends with 'by' such as Grace Somersby but it would NOT find Sam McGee because his name ends with 'ee.'
- Matches - The process will return a list of all records where a value match can be found. Wildcarding and asterisks/periods must be used. For Example: If this was a list of Family Members entering '*om*' (asterisks must be included) would find Grace Somersby and Tom Sawyer because "om" appears in both names but it would NOT find Felicity Lemon because "om" does not appear anywhere in her name.
Note: See also: RecTrac Wildcarding.
Inventory Item Report Tag (PSInventory_ReportTag_ComboBox)
Select the Report Tags by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Report Tags are maintained in System Code Maintenance Code Type = Report Tag. They are linked in File Management for the module you are working with. For example Section Report Tags are linked in Section Management Facility Report Tags are linked in Facility Management etc.
DeleteInventory Item Category (PSInventory_Category_ComboBox)
Select the Category Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Category Codes are maintained in System Code Management Code Type = Category. They are linked in File Management for the module you are working with. For Example: Activity Categories are linked in Activity Management Facility Categories are linked in Facility Management etc.
DeleteInventory Item Type (PSInventory_TypeCode_ComboBox)
Select the Type Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Type Codes are maintained in System Code Management Code Type = Type. They are linked in File Management for the module you are working with. For Example: Activity Types are linked in Activity Management Facility Types are linked in Facility Management etc.
DeleteInventory Item SubType (PSInventory_SubType_ComboBox)
Select the SubType Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
SubType Codes are maintained in System Code Management Code Type = Type • SubTypes. They are linked in File Management for the module you are working with. For Example: Activity SubTypes are linked in Activity Management Facility SubTypes are linked in Facility Management etc.
DeletePrimary Vendor (PSInventory_PrimaryVendor_ComboBox)
Select the vendors by which you wish to filter the report. Multiple selection is allowed.
OR
Leave this field at 0 Selected to skip this filter.
At or Below Reorder Point (PSInventory_OnlyPrintItemsBelowReorder_ComboBox)
Leave this field at its default setting (0) Selected to print Inventory Items regardless of their Reorder Point
OR
Select whether you want to print items at/below their Reorder Point or above it, or both.
- Yes - Print only those inventory items at or below their reorder point.
- No - Print only those inventory items that are above their report point.
- Yes and No - Print all items regardless of their reorder point status.
Detail Criteria
Site Code (PSInventory_SiteCode_Picklist)
Select the Site Code(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Area (PSInventory_SiteArea_Picklist)
Select the Site Area(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Category (PSInventory_SiteCategory_Picklist)
Select the Site Category/Categories by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Group (SASite_SiteGroup_Picklist)
Select the Site Group(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Type (SASite_SiteType_Picklist)
Select the Site Type(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Display On Web (PSInventory_DisplayOnWeb_ComboBox)
Select the Display on Web option for your report. Multiple selection is allowed.
OR
Leave this field at 0 Selected to skip this filter.
- Yes - Print inventory items that are set up to display in WebTrac. The Display on Web? field is set to Yes."
- No - Print inventory items that are set up to not display in WebTrac. The Display on Web? field is set to "No."
Recipe Item (PSInventory_RecipeItem_ComboBox)
Select the Has Recipe option for your report. Multiple selection is allowed.
OR
Leave this field at 0 Selected to skip this filter.
- Yes - Print inventory items that are set up as recipe items. The Recipe Item? option is checked..
- No - Print inventory items that are not set up as recipe items. The Recipe Item? option is not checked.
Use Quantity On Hand Range (PSInventory_QuantityOnHand_UseRange)
Select this option to filter the report by quantity on hand range. This is the Quantity on Hand field on your inventory items.
THEN
Enter a quantity range.
OR
Leave this option deselected to skip this filter.
Begin Quantiy On Hand (PSInventory_QuantityOnHand_Begin)
This field is applicable only if you opt to Use Quantity on Hand Range.
Enter the quantity on hand range.
DeleteEnd Quantity On Hand (PSInventory_QuantityOnHand_End)
This field is applicable only if you opt to Use Quantity on Hand Range.
Enter the quantity on hand range.
DeleteUse Quantity On Order Range (PSInventory_QuantityOnOrder_UseRange)
Select this option to filter the report by quantity on order range. This is the Quantity on Order field on your inventory items.
THEN
Enter a quantity range.
OR
Leave this option deselected to skip this filter.
Begin Quantity On Order (PSInventory_QuantityOnOrder_Begin)
This field is applicable only if you opt to Use Quantity on Order Range.
Enter the quantity on order range.
DeleteEnd Quantity On Order (PSInventory_QuantityOnOrder_End)
This field is applicable only if you opt to Use Quantity on Order Range.
Enter the quantity on order range.
DeleteUse Normal Quantity On Hand Range (PSInventory_NormalQuantityOnHand_UseRange)
Select this option to filter the report by normal quantity on hand range. This is the Normal Quantity on Hand field on your inventory items.
THEN
Enter a quantity range.
OR
Leave this option deselected to skip this filter.
Begin Normal Quantity On Hand (PSInventory_NormalQuantityOnHand_Begin)
This field is applicable only if you opt to Use Normal Quantity on Hand Range.
Enter your normal quantity on hand range.
DeleteEnd Normal Quantity On Hand (PSInventory_NormalQuantityOnHand_End)
This field is applicable only if you opt to Use Normal Quantity on Hand Range.
Enter your normal quantity on hand range.
DeleteUse Minimum Alert Quantity Range (PSInventory_MinimumAlertQuantity_UseRange)
Select this option to filter the report by minimum alert quantity range. This is the Minimum Alert Quantity field on your inventory items.
THEN
Enter a quantity range.
OR
Leave this option deselected to skip this filter.
Begin Minimum Alert Quantity (PSInventory_MinimumAlertQuantity_Begin)
This field is applicable only if you opt to Use Minimum Alert Quantity Range.
Enter your minimum alert quantity range.
DeleteEnd Minimum Alert Quantity (PSInventory_MinimumAlertQuantity_End)
This field is applicable only if you opt to Use Minimum Alert Quantity Range.
Enter your minimum alert quantity range.
DeleteUse Reorder Point Range (PSInventory_ReorderPoint_UseRange)
Select this option to filter the report by reporder point range. This is the Reorder Point field on your inventory items.
THEN
Enter a reorder point range.
OR
Leave this option deselected to skip this filter.
Begin Reorder Point (PSInventory_ReorderPoint_Begin)
This field is applicable only if you opt to Use Reorder Point Range.
Enter the reorder point range.
DeleteEnd Reorder Point (PSInventory_ReorderPoint_End)
This field is applicable only if you opt to Use Reorder Point Range.
Enter the reorder point range.
DeleteUse Sale Date Range in Fee/Payment Calculations (PSInventory_DetailBeginDate_UseRange)
This field is applicable for the Bottom Line Report only.
Select this option to include payments made toward the inventory items during the date range entered.
THEN
Use the Date Select fields to identify your date range.
OR
Leave this option deselected to skip this filter.
The date range you enter should be inclusive of all dates on which you take payments for the inventory items on which you are reporting. For example if your pool is open from 15 May - 30 September but you allow patrons to run a tab at the snack bar through 31 October then you would set this date range to 15 May - 31 October.
DeleteBegin Sale Date (PSInventory_DetailBeginDate_Begin)
This field is applicable only if you opt to Use Sale Date Range in Free/Payment Calculations.
Select begin/end options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select. Payments made toward inventory items during the date range selected will be included in your output.
The date range you enter should be inclusive of all dates on which you take payments for the inventory items on which you are reporting. For example if your pool is open from 15 May - 30 September but you allow patrons to run a tab at the snack bar through 31 October then you would set this date range to 15 May - 31 October.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Sale Date (PSInventory_DetailBeginDate_End)
This field is applicable only if you opt to Use Sale Date Range in Free/Payment Calculations.
Select begin/end options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select. Payments made toward inventory items during the date range selected will be included in your output.
The date range you enter should be inclusive of all dates on which you take payments for the inventory items on which you are reporting. For example if your pool is open from 15 May - 30 September but you allow patrons to run a tab at the snack bar through 31 October then you would set this date range to 15 May - 31 October.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Misc Inc/Exp Post Date in Misc Inc/Exp Calculation (PSInventory_MiscIncomeExpenseDate_UseRange)
This field is applicable for the Bottom Line Report only.
Select this option to include Miscellaneous Income/Expense postings made toward the inventory items on which you are reporting during the date range entered.
THEN
Use the Date Select fields to identify your beginning and ending Misc Inc/Exp Post Date range.
OR
Leave this option deselected to skip this filter.
The date range you enter should be inclusive of all dates on which you made any Income/Expense posting for the inventory on which you are reporting. For example if your pool is open from 15 May - 30 September but you allow a month to close the books on the snack bar then you would set this date range to 15 May - 31 October.
DeleteBegin Misc Inc/Exp Posting Date (PSInventory_MiscIncomeExpenseDate_Begin)
This field is applicable only if you opt to Use Misc Inc/Exp Post Date Range in Fee/Payment Calculations.
Select your date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Miscellaneous Income/Expense Postings made toward inventory items during the date range selected will be included in your output.
The date range you enter should be inclusive of all dates on which you made any Income/Expense posting for the inventory on which you are reporting. For example if your pool is open from 15 May - 30 September but you allow a month to close the books on the snack bar then you would set this date range to 15 May - 31 October
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Misc Inc/Exp Posting Date (PSInventory_MiscIncomeExpenseDate_End)
This field is applicable only if you opt to Use Misc Inc/Exp Post Date Range in Fee/Payment Calculations.
Select your date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Miscellaneous Income/Expense Postings made toward inventory items during the date range selected will be included in your output.
The date range you enter should be inclusive of all dates on which you made any Income/Expense posting for the inventory on which you are reporting. For example if your pool is open from 15 May - 30 September but you allow a month to close the books on the snack bar then you would set this date range to 15 May - 31 October
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Bin Location Range (PSInventory_BinLocation_UseRange)
Select this option to filter the report by Bin range. This is the Bin Location field.
THEN
Enter the range of Bin you want to include.
OR
Leave this option deselected to skip this filter.
Begin Bin Location (PSInventory_BinLocation_Begin)
This field is applicable only if you opt to Use Bin Range.
Enter the range of Bins you want to include on the report.
DeleteEnd Bin Location (PSInventory_BinLocation_End)
This field is applicable only if you opt to Use Bin Range.
Enter the range of Bins you want to include on the report.
DeleteUse Last Active Date Range (PSInventory_LastActiveDate_UseRange)
Select this option to filter the report by the last active date of your inventory items. This is the last time this item was used in a transaction in RecTrac or WebTrac (i.e. someone bought this item or returned it, etc.).
THEN
Select the date range.
OR
Leave this option deselected to skip this filter.
Begin Last Active Date (PSInventory_LastActiveDate_Begin)
This field is applicable only if you opt to Use Last Active Date Range.
Select begin/end date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Last Active Date (PSInventory_LastActiveDate_End)
This field is applicable only if you opt to Use Last Active Date Range.
Select begin/end date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Last Purchase Date Range (PSInventory_LastPurchaseDate_UseRange)
Select this option to filter the report by the last purchase date of your inventory items. This is the last time you purchased this item.
THEN
Select the date range.
OR
Leave this option deselected to skip this filter.
Begin Last Purchase Date (PSInventory_LastPurchaseDate_Begin)
This field is applicable only if you opt to Use Last Purchase Date Range.
Select begin/end date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Last Purchase Date (PSInventory_LastPurchaseDate_End)
This field is applicable only if you opt to Use Last Purchase Date Range.
Select begin/end date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Shipping Code Range (PSInventory_PSShippingCode_UseRange)
Select this option to filter the report by shipping code range. This is the Shipping Code field on your inventory items.
THEN
Enter a shipping code range.
OR
Leave this option deselected to skip this filter.
Begin Shipping Code (PSInventory_PSShippingCode_Begin)
This field is applicable only if you opt to Use Shipping Code Range.
Enter the range of shipping codes you want to include on the report.
DeleteEnd Shipping Code (PSInventory_PSShippingCode_End)
This field is applicable only if you opt to Use Shipping Code Range.
Enter the range of shipping codes you want to include on the report.
Delete