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The Over Stock Report shows inventory with a current on-hand quantity that exceeds the specified reorder point. Take a look at how you can use it!

Working With the Over Stock Report

To get to this report, log in to your Admin app and go to Reports. Select Over Stock in the Reports drop-list and click to open it.

1. Home - Click to navigate away from Reports back to your Dashboard.
2. Reports Drop-List - Click and select Over Stock to view items that exceed their Reorder Point.
3. Filter - Click and select an option here to report on in-stock items that exceed the Reorder Point. (ranging from 1X to 5X). Each option indicates the multiple of how much your on-hand inventory exceeds its reorder point. For example, if your reorder point for an item is 3 (reorder when 3 or less remain in stock) and you select 1X here, your on-hand quantity must be 4 or 5, for the item to show on the report. If you select 4X here for that item, you would need to have 13 or more on hand to show in the report results. An item will display in as many of these filters as its in-stock quantity qualifies for; in other words, if it qualifies to show in the 4X results, it will also show if you filter by 1X, 2X, or 3X but it will not show for 5X.
4. Range - This is the Date Range selector used for most reports in this area. For the Over Stock report, you won’t need to use this control since it always works with current data for inventory levels.
5. Refresh - Click to Refresh the page if system data might have changed since you first opened the report, for example, if another sale was just completed.
6. Export CSV - Click to Export the data in the report to a CSV file (spreadsheet).
7. Print - Click to Print a copy of the current page of the report to a PDF file or to a printer connected to your computer.  

The Data Table of the Over Stock report has the following functions:

1. Search - Enter any text here to Search for a specific row in the data table. You can search by keyword or numeric amounts. For example, you might start typing “Jack” to filter the search results to only Jack Daniels inventory. The software starts searching for matches as soon as you start typing.
2. Show Entries - Click and select 10, 25, 50, or 100 to Show that many results per page on your report.
3. Name - This column displays the Name of each item.
4. Supplier - This column displays the name of the Supplier for each item.
5. Location - This column displays the Inventory Location of each over stock item (this will almost always be the Inventory Location).
6. Stock Qty - This column displays the current in-stock Quantity of each item.
7. Price - This column displays the selling per-unit Price of each item.
8. Cost - This column displays your per-unit Cost for each item.
9. Stock Value  - This column displays the total pre-tax sale value of the total in-stock quantity of each item. (Quantity on hand x Price per unit.)
10. Stock Cost - This column displays the total dollar amount you paid for the inventory. (Quantity on hand x Cost per unit.)
11. Margin - This column displays your Profit Margin percentage for each item.
12. Reorder Point - This column displays the Reorder Point threshold set up for each item.
13. Sort - The Sort icon displays in the header row of any sortable column. The currently sorted column displays in blue, as shown on the left. All other sortable columns show this icon in gray, as shown on the right. Click the header of any sortable column to rearrange the table alphabetically or numerically, depending on the information in that column. Click it again to reverse the sort order.
14. Previous / Next - Click Previous, Next, or a Page Number to navigate to another page of report results.

Related Topics

Guide to the Admin Reports

How to Add an Inventory Item

Current Stock Report

Frequently Asked Questions

Q: Can I print my reports from the Admin?

A: Yes. If you have a printer connected to your divide, you can press the print button on the top right of the report page to print the report you are viewing.

Q: I have a question, but I can't find my answer here, how do I get more assistance?

A: You can ask any question at the number below. Contact our 24/7 support team at: (877) 381-4087