Safety Stock Evaluation Report This report works in conjunction with the Reorder Quantity and Safety Stock fields in the History Tab of the Catalog Maintenance screen. If you enter a Safety Stock level in the Catalog Maintenance module for a catalog item, that information will display on this report along with any Reorder Quantity value entered. Additionally, it will display any current inventory On Hand, Reserved, total Available and any On Order for each Branch. If a Safety Stock value has not been programmed on a Catalog Item, it will not appear on this report. The information on this report will allow you to accurately manage your stock inventory. When you enter this module a Safety Stock Evaluation screen will appear as follows:
Using the options in the screen above, you can customize the report to include only the inventory that meets the parameters you have selected. You can also select multiple options. At the Branch (1) field, leave the default of ** All ** Branches, or use the drop-down menu to select a specific Branch. At the Product Type (2) field, either leave the default of **All** Product Types, or use the drop-down menu to select a specific Product Type. At the Product Code (3) field, again, either leave the default of ** All ** Product Codes, or use the drop-down menu to select a specific Product Code. At the Product (4) field, you can select a specific Style and Color by clicking the Product button; otherwise, leave the default setting for ** All ** Products. At the Vendor (5) field, leave the default to include **All** Vendors, or click the Vendor button to select a specific Vendor. The next box (6) will default to the settings in the screenshot above. If you uncheck the first box, the system will combine Branch quantities to determine Safety Stock requirements. The second box is preset to the lowest size or amount possible so the system will include all inventory in the count; however, you can eliminate smaller inventory balances by increasing this value.
The first two options in the last box (7) concern whether the report should combine inventory records within a Branch (Accumulation Method) to meet the Safety Stock requirement level, or if the report should consider inventory records individually to determine if any one record meets the Safety Stock requirement level. The default setting is to count individual records. To combine, or accumulate, all inventory of the same Style together, check the first option prior to printing the report. The last option, Only include items below safety stock level, defaults to checked. By unchecking, all safety stock levels will print, which may be needed for review purposes.
When you have made your selections, click the Excel icon to export that data, or click the Print button to print to paper.