The Inventory Allocations Report offers a valuable overview of inventory allocations across various Job Projects. It plays a crucial role in resource management and planning by ensuring that inventory is properly tracked and utilised. The steps are as follows:
- Navigate to Job Projects > Inventory > Report and then select the Allocations item. Sapphire one will display the Allocate Inventory Reports print dialogue alert.
- Select the criteria for the report as listed below.
- Print Destination – From this drop down menu select from Printer through to Labels.
- Report Type – There are two options, Basic Details, and Audit Style.
- Report Sort Order – The user has two options from by Project and by Inventory.
- Report Selection – This is a very important menu as the user has a selection of three drop down menus to select from.
- Checking – Check and review all of the options you have selected from the four menus above.
- Printing – Click on the blue Print button to view the Inventory Allocation report.
For more detailed instructions, please refer to the Job Projects > Inventory > Allocations Report article.