Item Allocations

Owned by Stephen Juliano (Unlicensed)
Last updated: Feb 08, 2022 by Colleen Juliano
1 min read

Overview

The item allocations report will give a detailed view of the items that you have in inventory that are currently allocated to projects or orders. After choosing items and the warehouse to look at the report will give you the amount allocated as well as the date it was allocated and the order/project it was allocated to.

Detail

INV>Reports>Allocation Report

  • Starting and Ending Item – You can choose an item or range of items to report on, this report also has a list function that will allow you to build and save predefined lists.

  • Starting and Ending Warehouse - You can choose a warehouse or range of warehouses to look in for reporting.

  • Freeze code – If you have created a freeze code in the inventory physical count process you can use it to pull a report.

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