Inventory Reports
Learn about all of the different kinds of Inventory Reports available through Envision
Click on the links to jump to a report!
Inventory Labels Report
The Inventory Label report displays item information in label format. This report allows you to label your retail items and effortlessly scan them at checkout.
Options Include:
Label Format Selection
Display Options
Label Starting Position
Number of Labels Per Item
Additional Display Options
Margin Options
Retail Items, Service Items, Other, and/or All
All or Single Item
All or Single Inventory Department
All or Single Inventory Class
All or Single Manufacturer
All or Single Vendor
Sort By Options
This report displays the following information:
Item ID or Description
Barcode Number (optional)
Barcode (optional)
Price (optional)
Report Example:
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Inventory On Order Report
The Inventory On Order report shows the retail products that are active on purchase orders for your business. This report will display items that have been ordered but haven't been received yet, allowing you to easily view outstanding purchases your business has made.
Options Include:
All or Single Inventory Department
All or Single Inventory Class
All or Single Manufacturer
All or Single Vendor
Sort By Options
Company Selection (For multi-location businesses)
This report displays the following information:
Vendor Information
Department
Product ID
Product Description
Manufacturer
Purchase Order Number
Quantity On Hand
Quantity On Order
Unit Cost
Total Cost
Is Case
Case Amount
Report Example:
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Inventory Qty Adjustment Log
The Inventory Quantity Adjustment Log is a way to view all adjustments made on your inventory list. You can also view timestamps, dates, and employees that are affiliated with the changes. This log is extremely useful for tracking inventory discrepancies.
Options Include:
Date Range Selection
All or Select Retail Item Selection
All or Select Employee Selection
All or Single Module Department Range
Company Selection
This report displays the following information:
Date & Timestamp
Item
Employee
Module (where the changes took place in Envision)
Change ( + or - adjustment)
Report Example:
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Inventory Received by Date Report
The Inventory Received by Date report shows a list of items received in the program, grouped by date. Items must be marked received using the Receive Inventory screen to show here. This report gives you the ability to easily view when POs were fulfilled.
Options Include:
Date Range Selection
Use Received or Purchase Order Date Selection
All or Single Item
All or Single Inventory Department
All or Single Inventory Class
Company Selection (For multi-location businesses)
All or Single Manufacturer
All or Single Vendor
Sort By Options
This report displays the following information:
Date
Purchase Order Number
Item ID
Date Received
Vendor ID
Quantity Ordered
Quantity Received
Cost (Per Item)
Total Cost
Report Example:
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Inventory Received by PO Report
The Inventory Received by PO report shows a list of items received in Envision, grouped by purchase order. Items must be marked received using the Receive Inventory screen to show in this report. With this report, you can view items received by your business that were purchased using a PO.
Options Include:
Date Range Selection or Purchase Order Selection
All or Single Inventory Department
All or Single Inventory Class
All or Single Manufacturer
All or Single Vendor
Sort By Options
This report displays the following information:
Purchase Order Number
Date
Item ID
Date Received
Vendor ID
Quantity Ordered
Quantity Received
Cost (Per Item)
Total Cost
Report Example:
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Inventory Reorder Level Report
The Inventory Reorder Level report shows a list of items to be ordered in Envision, grouped by vendor. This report can be used to determine when to create a PO for a retail item, as this report displays what your business currently has in stock. The data in this report is determined by the "Qty On Hand" and "Qty Reorder At" for an item in Envision.
Options Include:
All, Only Retail or Only Backbar Items
All or Single Inventory Department
All or Single Inventory Class
All or Single Manufacturer
All or Single Vendor
Sort By Options
Company Selection (For multi-location businesses)
This report displays the following information:
Vendor ID
Manufacturer
Inventory Department
Inventory Class
Quantity On Hand
Quantity To Order
Cost (Per Item)
Total Cost
Report Example:
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Inventory Shrinkage Report
The Inventory Shrinkage report shows any changes made to inventory on hand quantities based on information entered using the Physical Count screen. An overage shows as a positive number and a shortage shows as a negative number. This report allows your business to track differences in your stock and account for any discrepancies in your inventory.
Options Include:
Date Range Selection
All or Single Inventory Department
All or Single Inventory Class
All or Single Manufacturer
All or Single Vendor
Company Selection (For multi-location businesses)
Sort By Options
This report displays the following information:
Item ID
Vendor
Manufacturer
Inventory Class
Adjustment Date
Original Quantity
New (Adjusted) Quantity
Difference
Cost Difference Total
Report Example:
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On Hand Valuation Report
The On Hand Valuation report shows the value of product that is currently in the business that day ONLY. This comes from the information entered in the item profiles. This report compiles the retail items your business has in stock and gives you a more comprehensive view of your inventory.
Options Include:
Date Range Selection
When a custom date is selected the last two columns (Qty Sold and Value Sold) will reflect the custom date range you entered. The rest of the columns will reflect the current day only.
Active, Inactive, or All Status
All or Single Inventory Department
All or Single Vendor
All or Single Inventory Class
All or Single Manufacturer
All, Only Retail, or Only Backbar Items
Other Options
Results Range
Group By Options
Sort By Options
Company Selection (For multi-location businesses)
This report displays the following information:
Item ID
Inventory Department
Manufacturer
Back Bar
Reorder At
On Order
On Hand
Cost
Total Cost
On Hand Valuation
Quantity Sold
Value Sold
Report Example:
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Physical Count Report
The Physical Count report offers a list of the retail items with a space for writing in the actual number on hand. This report is used with the Physical Count screen. With this report, your business can count inventory and perform audits!
Options Include:
All or Single Inventory Department
All or Single Inventory Class
All or Single Manufacturer
All or Single Vendor
All, Only Retail or Only Backbar Items
Sort By Options
Only Show On Hand Quantity Over Zero
Company Selection (For multi-location businesses)
This report displays the following information:
Quantity On Hand
Blank Space (For writing the actual quantity on hand)
Item ID
Item Description
Inventory Department
Manufacturer
Vendor
Inventory Class
Report Example:
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Product List Report
The Product List report shows a full summary of the retail items your company has entered into Envision. This report is a great reference to see what your business has sold or currently offers in terms of retail!
Options Include:
All or Single Inventory Department
All or Single Inventory Class
All or Single Manufacturer
All or Single Vendor
Active, Inactive or All Status
All, Only Retail or Only Backbar Items
Hide Options / Only Show Items on Sale
Item Column Options
Sort By Options
Company Selection (For multi-location businesses)
This report displays the following information:
Item Description
UOM
Inventory Department
Inventory Class
Quantity On Hand
Reorder At Number
Restock (Order Level) Number
Cost
Price
Report Example:
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Purchase Orders Report
The Purchase Orders report shows a purchase order that was created in Envision. The Vendor purchase order is also what will print when "Print PO" has been selected on the purchase order screen.
Options Include:
Vendor or Company PO
Show On Hand Quantity
Purchase Order Selection
All or Single Inventory Class
All or Single Manufacturer
All or Single Vendor
All or Single Inventory Department
Sort By Options
This report displays the following information:
Vendor Information
PO Number
Date
Expected Date
Received Date
Terms
Product SKU
Product Description
Quantity Ordered
Order Unit of Measure
Unit Cost
Total Cost
Notes
Freight
Tax
Report Example:
Vendor Purchase Order
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Company Purchase Order
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Service List Report
This Service List report shows a summary of the service items your business has entered into Envision. This report is a great reference to see what services your business previously or currently offers.
Options Include:
All or Single Inventory Department
All or Single Inventory Class
Active, Inactive or All Status
Sort By Options
Show or Hide Cost
Only Show Items on Sale
Item Column Options
Company Selection (For multi-location businesses)
This report displays the following information:
Service ID
Inventory Department
Inventory Class
Pricing per Level
Report Example:
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Inventory Transfer Report
The Inventory Transfer report shows inventory transferred between locations using the Inventory Transfer screen. This report is only available with multiple locations set up. With this report, you can keep your multi-location businesses organized!
Options Include:
Date Range Selection
All or Single Item
All or Single Inventory Department
All or Single Inventory Class
All or Single Manufacturer
All or Single Vendor
Sort Options
From Location Selection
To Location Selection
This report displays the following information:
Transfer Number
Product / Item ID
From Company (Company Code)
To Company (Company Code)
Sent On Date
Received On Date
Quantity Transferred
Quantity Received
Total Cost
Report Example:
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