Access information on the reports
| Table of Contents |
|---|
Further Reading
| Child pages (Children Display) |
|---|
Details
This report is used to show the Rotation in more detail for the Stock
To populate the results on the report, you would need to enter the Customer Code and Site Code
Show Frozen Reasons - this will show the Reason for the Frozen stock where it is applicable.
Show Only Shelf Life Items - this will show stock where there is a Shelf Life Expiry Date associated with the Stock Record and where that Date is less than the current Date. The Shelf Life on the Product is used in conjunction with the Best Before Date recorded against the landed stock. (If the Best Before Date minus the Shelf Life Days < today then the stock is not valid for picking on Orders).
| Info |
|---|
Rotations used on a Sales Order will override this rule (and stock will always be picked) |
Show Only Frozen Items - this will only show the Stock that is Frozen
Able to show just Duty Stamped Stock, no Duty Stamped Stock or All Stock
Load report is used to generate the report on the screen
You are able to export the report to a pdf format by using the Export Report
| Expand | ||
|---|---|---|
| ||
 |
Receipted
This report is used to show the Receipted stock and the movement within the last X days
To populate the results on the report, you would need to enter the Warehouse.
| Info |
|---|
Check for Movements within Last X Days will be defaulted to 1 when you open the report. |
Load report is used to generate the report on the screen
You are able to export the report to a pdf format by using the Export Report
| Expand | ||
|---|---|---|
| ||
|
Reserves
| title | Reserves |
|---|
Reserve Stock and Order by Reserve Customer
Both report will show the stock that has is under Reserve one will order it by the Selection and the other will order by the Reserve Customer
To populate the results on the report, you would need to enter the Customer Code and Site Code
Show Frozen Reasons - this will show the Reason for the Frozen stock where it is applicable.
Show Only Shelf Life Items - this will show stock where there is a Shelf Life Expiry Date associated with the Stock Record and where that Date is less than the current Date. The Shelf Life on the Product is used in conjunction with the Best Before Date recorded against the landed stock. (If the Best Before Date minus the Shelf Life Days < today then the stock is not valid for picking on Orders).
| Info |
|---|
Rotations used on a Sales Order will override this rule (and stock will always be picked) |
Show Only Frozen Items - this will only show the Stock that is Frozen
Able to show just Duty Stamped Stock, no Duty Stamped Stock or All Stock
Load report is used to generate the report on the screen
You are able to export the report to a pdf format by using the Export Report
| Expand | ||
|---|---|---|
| ||
|
Levels
This report is used to show the Level of the Stock either by Product or Rotation
To populate the results on the report, you would need to enter the Customer Code and Site Code
Load report is used to generate the report on the screen
You are able to export the report to a pdf format by using the Export Report
| Expand | ||
|---|---|---|
| ||
|
Location
This report is used to search the Stock Levels in the Locations
To populate the results on the report, you would need to enter the Customer Code, Site Code or Warehouse No or Location From, and Location To.
| Info |
|---|
If Group By Location is chosen the layout of the Report will be nearly identical as Grouping By Product Code, this difference being that Stock Locations Records will be grouped together based on their location rather than the Product Code |
Load report is used to generate the report on the screen
You are able to export the report to a pdf format by using the Export Report
| Expand | ||
|---|---|---|
| ||
|
Private Client
This report is used to send a Rotation Report to a Private Client
To populate the results on the report, you would need to enter the Customer Code and Site Code.
Load report is used to generate the report on the screen
You are able to export the report to a pdf format by using the Export Report
You are able to email the customer the rotation by clicking the Email To Customer button
The report format will be PDF and CSV
| Expand | ||
|---|---|---|
| ||
|
CD Unpaid
This report is used to show the Stock By Rotation that is Customs Duty Unpaid for a specific Customer
To populate the results on the report, you would need to enter the Customer Code and Site Code.
Load report is used to generate the report on the screen
You are able to export the report to a pdf format by using the Export Report
| Expand | ||
|---|---|---|
| ||
|
Market Value
This Report is used to show current Values for Products as well as allowing Products for a specific Customer or Reserve Customer to be updated to the latest LiveX Values.
To be able to populate the report, you would need to enter the Customer Code and Site Code
You are able to send the Market Values for a specific Customer by clicking on the Send Email to Me button
It will send CSV and Pdf file format to the user login email address
The Raise Charge field will raise a charge for updating your Customers Products with the values from LiveX
The Update Values button to update all the Products found with the Filter Options with the latest LiveX values.
| Expand | ||
|---|---|---|
| ||
|
Zeroes
This Report is used to display any Stock Records that have gone to Zero Stock over a time period of between 1 day and 2 weeks
To populate the results on the report, you would need to enter the Warehouse.
| Info |
|---|
Check for Movements within Last X Days will be defaulted to 1 when you open the report. |
Load report is used to generate the report on the screen
You are able to export the report to a pdf format by using the Export Report
| Expand | ||
|---|---|---|
| ||
|
History
This report is used to display the Historical information for a specified Rotation.
To populate the results on the report, you would need to enter the Customer Code. Site Code and Rotation Number.
Detailed Stock Info will show the following for the rotation number
Commodity Code
Tax Code
COO
CWC
Cost/Currency
Freight/Currency
Insurance/Currency
Singles/Case
Litres Liquid/Case
Strength %
Litres Alcohol/Case
Free Circulation
Ownership Changed in UK
Customs Duty Paid in UK
1000/Case
KG/Case
Receipt Doc Ref
Date Received
Import Details
Exclude Non-Movements - this will remove any information that the system counts as a Non-Movement
Load report is used to generate the report on the screen
You are able to export the report to a pdf format by using the Export Report
| Expand | ||
|---|---|---|
| ||
|