Summary

The Stack Summary report is used to provide LIFO and FIFO-based reporting used for balancing purposes.

When printing Inventory Control module reports, be aware that inventory counts and the transactions that affect those counts are date and time specific. In order to generate an accurate inventory report, confirm that both the date and time specified are correct.

Step by Step

1     Open the Stack Summary Report window (IC> Reports> Stack Summary Report).

2     Configure the report. 

• Check the toggle next to each Location that should be used to determine which inventory items are included in the report.
  • Check the toggle in the header to select all the displayed locations.
  • At least one location must be specified in order to run the report.
  • Locations are created and maintained on the Location Maintenance window (IC> Maintenance> Location).
• Enter an Item or click the field search button to select an inventory item from a list and limit the report to a single inventory item.
  • Inventory Items are created and maintained on the Item Maintenance window (IC> Maintenance> Item).
• Enter a Date and Time to filter the inventory item counts by a specific date and time.
  • These fields will default to the current date and time. When creating a report for a specific date, be sure to change the specified Time to reflect inventory counts at close of business for the selected date.
• The six fields to the right of the Date and Time fields are miscellaneous character fields. The displayed labels for these fields are set up on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels).
• The Group By drop-down field is used to configure how the items included in the report will be grouped.
• The report will display the Item, Description, Location, Costing Method, Unit Cost, Quantity, and Total Cost for each item included in the report. When grouped by Item, the report will provide Quantity and Total Cost totals by item. When grouped by location, the report will provide Quantity and Total Cost totals by location. Report totals for Quantity and Total Cost will also be provided.

3     Print the report.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select PDF to print the report in the default Springbrook PDF format.
  • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button   will be displayed by default.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button   on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. Hover over the Info icon to view the parameters on the previous report.
  • This section will display the last ten times the report was generated.