Inventory Status

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The inventory status report lists all inventory items in stock within a specified location and storeroom. This report can also be used as a physical count sheet—a sheet that personnel can carry with them when they take a physical count of inventory.

The report is sorted by building/storeroom location. For each location, items are listed in alphabetic order by item code.

The first step to printing an inventory status report is to select Inventory —> Reports —> Inventory Status from the menu. MainBoss displays a window that contains the following:

• Inventory Item: Lets you restrict the report to a given range of items.
• Inventory Category: Lets you restrict the report to items in a given range of categories.
• Building: Lets you restrict the report to a given range of buildings.
• Storeroom: Lets you restrict the report to a given range of storerooms.
• Location: Lets you restrict the report to items in a given range of locations within storerooms. The "From" and "To" fields are used alphabetically; for example, if you specify A for "From" and F for "To", the report will include items whose "Location" field falls in the range A through F. (Note that a location that starts with FA comes after the letter F, so the report would not include such a location. If you want all locations beginning with the letters A through F, specify G in the "To" field; that way, the report will include all F locations.)
• Physical Count Sheet: Checkmark this if you want a physical count sheet. This means that the print-out will have a format that specifies the quantity of each item expected in each storeroom location, plus a box where workers can write in the actual quantity found. This is useful for taking inventory, as discussed in Physical Counts.
• Show On Hand: Only enabled if you have checkmarked Physical Count Sheet. If you checkmark Show On Hand, the physical count sheet will show the quantity of each item that MainBoss believes is currently on hand; if you leave Show On Hand blank, the physical count sheet does not show the expected quantity.

  Some organizations prefer not to tell workers the expected count when taking inventory. This forces the workers to do an actual count.

• Inventoried Items: Checkmark this if you want the report to include inventoried items.
• Non-Inventoried Items: Checkmark this if you want the report to include non-inventoried items.
• Preview: Displays the report on the screen. This gives you a chance to see what will be printed out when you click Print.
• Print: Prints the report on the current printer. (The name of the current printer is shown above the row of buttons.)
• Print Setup: Lets you change printers if your computer is connected to more than one printer. It also lets you change the page setup for the printer, including paper size, margin size, and so on.
• Export: Writes report information to a file, in a format that can be used by other programs. There are two possible formats:
  • Text format writes the information as plain text.
  • DBF format writes the information as a DBF database. This can be opened by programs like Microsoft Excel and Access. For more information, see Exporting Data.
• Close: Closes the print window.

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