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Generating Inventory Stock Reports: A Step-by-Step Guide to Tracking Your Supplies
Generating Inventory Stock Reports: A Step-by-Step Guide to Tracking Your Supplies
Martin avatar
Written by Martin
Updated over a week ago

Introduction: Quick Guide to Inventory Reporting with Tudodesk

Overview:

Welcome to Tudodesk’s quick guide on Inventory Reporting! This guide is your go-to resource for utilizing our intuitive inventory management module for generating detailed stock reports.

Why Monitor Stock Levels?

  • Stay Informed: Keep tabs on your inventory levels effortlessly to prevent running out of essential items like paint and other consumables.

  • Smart Reordering: With set re-order points, never miss when it’s time to replenish your stock, ensuring uninterrupted operations.

  • Accurate Usage Tracking: Post log usages against Work Orders, ensuring your stock levels are always up-to-date and accurate.

For detailed steps on importing and setting up your inventory, check out our Inventory Management Article. Now, let’s dive into how you can generate insightful stock reports with Tudodesk!

Navigating to Inventory Reporting:

  1. Access Inventory View: Click the inventory icon located in the side menu bar. This action opens the inventory view where you'll see a clear layout of your current stock.

  2. Utilize Preconfigured Views: In the side navigation list, utilize preconfigured views like "All," "Products," and "Services" to quickly sort and view your inventory based on your immediate needs.

Refining and Saving Views:

  1. Filter Your Inventory: Refine the inventory results using options available in the filters menu. This feature allows you to narrow down and view specific items or categories in your inventory, providing a focused overview.

  2. Save and Reload Views: Save your refined filters as a "Saved View." You can reload this personalized list anytime for real-time inventory reports, facilitating quick access to your frequently needed data.

Selecting and Exporting Inventory Items:

  1. Select Items: Click the checkboxes next to items you wish to include in your report. If you need a comprehensive report, you can select all items in the list.

  2. Export Selected Items: For a CSV file of your selected items, click on the batch menu and choose 'Export CSV'. This feature is handy for creating spreadsheets or for uploading data to other platforms.

Printing Your Inventory Report:

  1. Initiate Printing: Click the print icon to prepare your selected inventory items for printing. If you don't select specific items, the system will prepare a report of all items for printing.

  2. Configure Your Report: In the report generator view, enter a suitable title for your report. Then, select the columns you wish to include in the report from the available list.

  3. Sort and Group: Choose your preferred sort column from the drop-down menu and select your desired grouping option. These features allow for a customized and organized presentation of your inventory data.

  4. Generate Report: Click 'Print' to generate a detailed report based on your selected items, columns, sort order, and grouping.

Understanding Your Printed Report:

  1. Analyzing Report: The generated report will reflect your selected columns, sort order, and grouping. It will also display the total inventory value on hand, providing a snapshot of your current assets and helping you make informed business decisions.

Conclusion:

With these straightforward steps, generating a detailed and customized inventory report with Tudodesk becomes a hassle-free process. For additional support or inquiries, feel free to reach out to our customer support team. Happy reporting!

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