You can perform the following actions with the report:
- View the details on the inventory non-itemized adjustments.
- Export the report results to an XLS file with expanded subtotals.
- Print the detailed information about missed items.
- View more detailed information on the missed invoices by clicking Missed Invoices.
- View more detailed information on retail mismatches by clicking Retail Mismatch.
- View more detailed information on categories mismatches by clicking Categories Mismatch.
- Recalculate inventory.
Exporting the Report Data to XLS File with Expanded Subtotals
To export the report's displayed data to an XLS file with expanded subtotals:
- Customize the data export settings, if needed:
- Click the right arrow on the Export Raw Data button.
- In the Export customization form:
- Select Consolidate Data by Category, if you need to consolidate item level data on a category level in the exported file.
- Click Apply.
- Click the Export Raw Data button.
In addition to the report's data displayed on the form, the following data is exported to the XLS file:
- Allowable Shrink, %: This field is always empty in the XLS file.
- Shrink Variance, %: This field is filled in automatically in the XLS file with the data calculated by the following formula: Shrink Variance, % = Shrink, % - Allowable Shrink, %.
Printing the Detailed Information about Missed Items
To print the detailed information about missed items, click Missed Items.
Missed items are the items not counted and not been mentioned in a FULL INVENTORY EDI file. However, CStoreOffice® has the record for these items of been sold or purchased and/or book inventory not been equal to zero. If these items where aren’t counted CStoreOffice® reports them in a MISSED ITEMS section of the reports and highlights them in green in the report. This option works only for FULL INVENTORY tickets.
Recalculating Inventory
Inventory results are calculated at a time of ticket (file) processing or any other time then user initiates recalculation by clicking the Recalculate button in this report. Results are saved and are not recalculated automatically. So, if user realized that at a time of ticket processing not all information was in place such as purchases or sales, price changes or spoilage user can collect all required information into the system and the recalculate the results.
It is recommended to recalculate the report data each time, the corresponding notification highlighted in red is displayed in the report.
For more information on additional report features, see Reports.
