Setting Items for Special Reporting

SETTING ITEMS FOR SPECIAL REPORTING

The following outlines the process for “Showing” and/or “Hiding” certain items, typically non-tangible items, from appearing in Sales and Evaluation reporting. This is typically used for non-retail and service items and/or fees linked to a specific Category that may impact the overall Inventory Evaluation or Sales Reports.

Go to: Product Service>Category

Select the desired category

>INVENTORY EVALUATION: To “hide” items linked to this category from appearing in the evaluation report (the value of Inventory On Hand), under ‘Flags’, tick the “Don’t use for inventory reports”.

>SALES REPORTS: To “hide” items from appearing in sales reports, under ‘Flags’, tick the “Don’t use for sales reports” box.

Save changes. These items will no longer appear in the selected reporting.