Inventory tracking

SUGGESTED

I'm looking for a way to pull a report that can be exported into excel. The type of report I'm looking for would include all part numbers, the number of units sold for the month, and sorted monthly.

Is this possible?

It would look something like this:

Jan            Feb        Mar        April

Parts list:

iconpaper                     10             12           8             6           <----- these numbers being the units sold that month

springpaper                  15             20          30           25

preventpaper                5               7             8             2

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    SUGGESTED
    Zach MBS-
    Currently we do not have a canned report that will give you the information you are looking for as described above. You can try the Inventory, Reports, Inventory Performance Report that will give you MTD and YTD, but does not give you a total for each month. To get monthly totals you will need a third party software to create a report using a report writer like Crystal Report or if you are looking at excel, possible using MS Excel queries. You would need to be familiar with writing the reports as well as the table and field names. I would recommend reviewing KnowledgeBase Article #19339 "Where do I find the table and field names?" In there you can get a document for the Table and Field names, as well as some information regarding Microsoft Excel queries. If you are not familiar with report writing, I would recommend talking with your local reseller. Otherwise we can get you in contact with resellers you can contract with to write a report for you.
    Thanks, Coleen
  • 0

    Zach,

    I tried writing a similar report. Thank god my team exports PARTIDS and data out for records at end of the month (EOM), all the parts and data associated with, so I have the data its just a task to setup such a excel sheet

    I started with a excel sheet with tabbed sheets with the data for JAN Feb, Mar etc and a blank sheet ( 13 total tabs )

    I then copied all the PART IDs from (the december sheet ) to SHEET 13 and started your work creating columns (JAN, Feb to hold the months data )

    Gotcha #1 - Parts entered during the year will have missing data
    Gotcha #2 - all data sheets need to be in partnumber (A - Z)

    I used the formula =VLOOKUP(A2,JAN!A:B,2,FALSE) I copy this and then change the "JAN to the correct month name and then fill down the sheet

    ****
    EDIT:  I NAMED the data ranges in Excel to make it easier to copy the formula across and then down, you can also setup Quarters quite easily too
    Hope can give you some insight,