This section describes the specifics of accessing and interpreting the Vendors Shortages report.
Opening the Report
You can find the report at Reports > Store > Inventory > Shortages > Vendors Shortages.
The report is available only at the location level. Before opening the report, in the list to the left of the reports list, select the location (station) you need:
For more information, see Viewing Reports.
Viewing the Report
The Vendors Shortages report provides information about shortages or overages by vendors for the selected period.
The report contains the following information for each vendor:
- Vendor Name
- QTY
- Short/Over
To view more detailed information about each vendor, click its name. The following information will be displayed:
- Date / Ticket #
- QTY
- Short / Over
To view more detailed information about each vendor's ticket, click the ticket's row and then click the category you need. The following information will be displayed about each item:
- UPC
- VIN
- Description
- Size
- Dept.
- QTY
- Short / Over
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 Refresh There are the following filtering periods available:
- Yesterday
- Current Month
- Current Quarter
- Current Year
- Last Month
- Last Quarter
- Last Year
- Last 12 Months
- advanced. Click the advanced button, select one several filtering options you want, and then click[ Refresh. There are the following advanced filtering options available:
- Filter By. In the Vendor column, select the vendors you want to generate the report for.
- Subtotal By. Select one or several filtering options for the further breakdown of the results.
- Sort by. In the Priority 1 column, select the order of the report columns you want from the following columns:
- UPC
- QTY
- Adjusted Only: Select this option, to display only items quantity of which was adjusted because of ticket processing.
- Show all Items: Select this option, to display all items without adjustments because of ticket processing.
For more information on additional report features, see Reports.
