This section describes the specifics of accessing and interpreting the Item Movement reports.
Opening the Report
You can find the report at Reports > PB > Movement > Item Movement. For more information, see Viewing Reports.
More ways of opening the report
You can also open the Item Movement report in the following ways:
- Price Book > Dashboard > Items Updates > select a station > Item Movement.
- Price Book > Items > select an item > More Actions > Item Movement.
- Price Book > Items > select an item > More Actions > Item Info > click the Totals row in the bottom table.
- Price Book > Items > select an item > View > Related Information > Item Movement.
- Price Book > Price Groups > select a price group > View > Item Movement.
- Price Book > Promo Groups > select a promo group > View > Item Movement.
- Reports > Store > Inventory > Volume and state > Itemized Inventory by Tags > click the value you need in the Item Name column.
Item Movement Report's Permissions
The Item Movement report has the following permissions:
Allow users to set up items
To view the report's data, grant the Allow users to set up items permission to the user.
The permission is located in the list of permissions at Price Book > Allow users to set up items.
Item Setup : Account level
To view the report's data, grant the Item Setup : Account level permission to the user.
The permission is located in the list of permissions at Price Book > Related Components > Item Setup : Account level.
Price Book manager
To filter the report's data by items and add items to the report, grant the Price Book manager permission to the user.
The permission is located in the list of permissions at Price Book > Related Components > Price Book manager.
PriceBook Items manager
To filter the report's data by items and add items to the report, grant the PriceBook Items manager permission to the user.
The permission is located in the list of permissions at Price Book > Related Components > PriceBook Items manager.
For more information on how to grant a permission to the user, see Granting Role Permissions to Roles and Users.
Viewing the Report
The Item Movement reports provide advanced information on the selected item or group of items sales, purchases, buydowns, and price changes during the specified period.
You can view the following item movement reports and diagrams:
- The Sales diagram
- The Purchases diagram
Please note that the scale value of the X axis is divisible by 50, which means that only 50 values can be displayed on it. If the report period selected by the user contains more than 50 days, for example 100 days, then each second day will be displayed only in the graphs.
- The Purchases report.
- Click the station name, to view its list of invoices for the selected period with the following detailed information:
- Vendor Name
- Date
- Invoice #
- Quantity
- Click the invoice, to view its detailed data.
- The Sales report:
- Click the station name to view the following detailed information for this station:
- Date
- Quantity
- Click the date to view the following detailed information for this date:
- Shift#
- UPC
- Item Name
- Retail, $
- Current Retail, $
- Quantity: The total quantity of items sold per shift.
- The BuyDown report. Click the station name to view the following detailed information for this station:
- Date
- Quantity
- The Price Change report.
- Click the station name to view the following detailed information for this station:
- Date
- Quantity
- Click the date to view the following detailed information for this date:
- Shift#
- Quantity
- Click the shift to view the following detailed information for this shift:
- Reason
- Quantity
- Amount, $
Filtering and Sorting the Report Data
To get the exact information you need, you can apply filters to the report. To set up a filter, select one or more filtering options. Once the filter is set up, at the bottom of the filter section, click the Refresh button to display the report data by the filter criteria.
The report provides the following filtering and sorting options:
- Date. Specify the period you are interested in manually using the calendar or use one of the available filtering options, and then click Find There are the following filtering periods available:
- Custom Date
- Current Month
- Current Quarter
- Current Year
- Last Month
- Last Quarter
- Last Year
- Last 12 months
- advanced. Click the advanced button, select one ore several filtering options you want, and then click Find. There are the following advanced filtering options available:
- Filter by Items: Select the item you want using the search.
- Filter by Item Tags: Use this option to filter the report data by tags assigned to items. The generated report will contain data only for those items to which the selected tags are assigned.
To select tags by which the report data must be filtered, expand the tags tree and select the check boxes next to the necessary tags. You can filter the report data by root tags and tags of the lower level in the tags hierarchy. You can also create a combined filter by selecting different root and child tags. - Station Included: Select this filtering option and specify the stations you are interested in.
- Filter by Station Tags: Use this option to filter the report data by tags assigned to stations. The generated report will contain data only for those stations to which the selected tags are assigned.
To select tags by which the report data must be filtered, expand the tags tree and select the check boxes next to the necessary tags. You can filter the report data by root tags and tags of the lower level in the tags hierarchy. You can also create a combined filter by selecting different root and child tags. - Include Parents info. Select this option to display the primary or parent items data.
Press CTRL, to select several items at a time.
Select the Show Only option to view only the information for the selected items, and Show All Except to view the information for all the items except the selected ones.
For more information on additional report features, see Reports.
