Generate an Inventory Details Report

The Details Report provides a comprehensive view of all inventory items associated with a specific job project. This report is essential for tracking inventory levels and ensuring that all items are accounted for. The steps are as follows:

  1. Navigate to Job Projects > Inventory > Report and then select the Details item. SapphireOne will display the Inventory Reports print dialogue alert.
  2. Select the criteria for the report as listed below and note that for this report, we have a selection for the Inventory Type to make a select from!
    • Print Destination – From this drop down menu select from Printer through to Labels.
    • Inventory Type – There are two options, Base Inventory or Location Inventory.
    • Report Type – There are several options, from Basic Details, through to Bay Status.
    • Report Sort Order – The user has options from by ID through to by YTD Sales Value.
    • Report Selection – This is a very important menu as the user has a selection of three drop down menus to select from with a number of options.
  3. Checking – Check and review all of the options you have selected from the five menus above.
  4. Printing – Click on the blue Print button to view the Inventory Details report.

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

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