Post Analysis Report

This report displays detailed inventory data about each location product over the selected post cycle. The report aids management in analyzing product usage, and provides a snapshot of a location’s inventory for any post. Grand totals are shown at the bottom of the report. The default report retrieval shows product quantities, grouped by Storage Location.

Transactions Included: Inventory

Report Controls

Period:: Current Month, Current Post, Current Week, Day, Period (limited to 31 days), Post

Group By: Category, GL Description, GL Number, Microcategory, Product Number, Storage Group (if applicable), Storage Location (default), Subcategory, User Defined Category.

(View): 'by quantity' (number of inventory units), 'by value' (in location base currency).

Funnel (Filters): Any of the report columns listed below; Category, GL Description, GL Number, Microcategory, Storage Group (if applicable), Storage Location, Storage Type, Subcategory, User Defined Category

Printer (Export): PDF, Excel, CSV formats

-><-, <-->: Click to minimize/maximize the report header

Report Columns:

Click any column header to sort by the data in that column.

Product Number and Product Description – The number and name of the product.
Storage Location (visible for certain groupings) – The storage location to which the product is linked. This will be the location product's primary storage and any other storages in which the product is kept.
Storage Group (if applicable) – The group linked to the product's storage location.
Unit – The company product inventory unit.
Begin – The amount on hand at the beginning of the period.
Receives – The amount received from reconciled incoming orders, location transfers, finalized daily prep, and vendor returns (which reduce incoming vendor orders).
Issues – The amount issued by reconciled outgoing customer orders, warehouse orders, and commissary orders.
Adjustments – The amount depleted by inventory adjustments, buffet consumption & waste, POS depletion, production depletion, mid-period inventory variances, outgoing location transfers, incoming/outgoing customer & storage transfers.
In Transit – The amount on invoiced/unreconciled outgoing customer orders, warehouse orders, commissary orders, and location transfers.
Book = [ Begin + Receives – Issues – Adjustments ]
Physical – The actual on hand quantities entered during Inventory, entered manually or "By Exception".
Variance = [ Physical + In Transit – Book ]
Usage = [ Begin + Receives – Physical ]