Knowledge

The Reports submodule provides comprehensive insights into your business operations by generating reports across various categories. This module includes Vendor Reports, Purchase Order Reports, Inventory Summary, and Inventory Valuation Summary. Additionally, it allows users to filter data using various options for precise reporting. 

Features Overview 

1. Vendor Report
   This report displays details of vendors, including: 

• Vendor Name: Name of the vendor. 

• Billed Amount: The total amount billed by the vendor. 

• Amount Paid: The total amount paid to the vendor. 

• Closing Balance: The remaining balance for the vendor. 

2. Purchase Order Report
   This report provides an overview of purchase orders with details such as: 

• Vendor Name: Name of the vendor. 

• Purchase Order Count: Total number of purchase orders issued to the vendor. 

• Amount: Total amount of all purchase orders for the vendor. 

3. Inventory Summary
   This report tracks the inventory with detailed information: 

• Item Name: Name of the inventory item. 

• SKU: Stock Keeping Unit identifier. 

• Quantity Ordered: Number of items ordered. 

• Quantity In: Quantity added to stock. 

• Quantity Out: Quantity removed from stock. 

• Stock on Hand: Current stock available. 

• Committed Stock: Stock committed to future orders. 

• Available for Sale: Stock available for sale. 

4. Inventory Valuation Summary
   This report focuses on inventory valuation, including: 

• Item Name: Name of the inventory item. 

• SKU: Stock Keeping Unit identifier. 

• Stock on Hand: Current stock available. 

• Inventory Asset Value: Total value of the inventory in stock. 

5. Filter Options
   Reports can be refined using the following filters: 

• Duration: Select a date range (e.g., today, last 30 days, or a custom range). 

• Vendor: Filter data by vendor name. 

Best Practices 

• Use the Duration filter to limit reports to specific time frames for more precise data analysis. 

• Download reports regularly for offline analysis and record-keeping. 

• Utilize the Vendor filter for vendor-specific insights, such as payments or purchase orders. 

FAQs 

Q: Can I generate a report for a specific vendor?
A: Yes, use the Vendor filter to generate a report for a specific vendor. 

Q: How can I view detailed inventory information?
A: Use the Inventory Summary report to view detailed data about stock movements and availability. 

Q: What does the Closing Balance in Vendor Report indicate?
A: It represents the outstanding balance the business owes to the vendor. 

Need Help? 

For additional support or queries, please contact us at support@projeni.com.