On-Hand

On-Hand

On-Hand Report

Only products with an OnHand inventory level will display on this report. Products set to "Non-Inventory" will not display on this report. While active products are what we would expect to see on this report we also display products set to inactive if those products have an OnHand level. This gives you the ability to make the necessary adjustments, returns, etc. to manage those products to get them closed out. If you are looking at this report from a corporate level you will see inventory levels on the same product at each location. Initial display on this report is a basic list of products, we recommend our sub-grouping option in the filters section to get a cleaner understanding by category, manufacturer, vendor, or ledger.

Customize Options

Once you access the report there is a default of displaying all of your On-Hand Inventory but you can customize/refine your filter to a specific order by:

Filter options:
  1. If you are at a Corporate Level then you will be able to see the report for all practice locations within the corporation by default.
    1. If you are at a Practice Level then the default display is all data from your specific practice.
  2. Search field utilizing SKU, Desc., etc.
  3. Select from drop-down filters to limit results
  4. Once you have utilized filter options click Build Report
  5. Download options include PDF or Excel.

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