Generate an Inventory Allocations Report

The Allocations Report provides an overview of how inventory items are allocated across different job projects. This report is essential for resource planning and ensuring that inventory is optimally utilised. The steps are as follows:

1. Navigate to Job Projects > Inventory > Allocations Report.
2. Select the relevant job project from the dropdown list.
3. Configure Report Parameters:
   • Date Range – Specify the date range for the report.
   • Item Code – Enter the item code if you want to filter by a specific item.
   • Location – Select the location if applicable.
4. Click on Generate to create the report.
5. Review the report for an overview of inventory allocations.

For more detailed instructions, please refer to the Job Projects > Inventory > Allocations Report article.