INV: Item Groups Report

Type a description to name the report. This description prints above the Report Title.

Available for Clients using the Multi-Company feature. The Default Company Name for Report is populated from the Company Setup screen. The list contains all companies you have permission to access. The default company prints on every page of the report.

If the User has permission to only one company, then just that one company will display in the list. If the User has permissions to more than one company, the list will contain all companies the User has rights to PLUS the default reporting company. For more information see Learning about WinTeam Reports.

Use the Group By field to group Item Groups by Job # or by Item #.

Use the Sort By option to sort report data by Item Number or Item Name.

Click Number to sort report data by Item Number. Click Name to sort report data by Item Name.

Item Groups

Use the Item Groups category to select the Item Groups to include on the report.

Select All to include all Item Groups on the report.

Select Pick to define specific Item Groups for the report. When you select Pick, a list of all Item Groups display. Select the check box next to each Item Group to include on the report.

Item Types

Use the Item Types category to select the inventory Item Types to include on the report.

Select All to include all Item Types on the report.

Select Pick to define specific Item Types for the report. When you select Pick, a list of all Item Types display. Select the check box next to each Item Type to include on the report.

Items

Use the Items category to select the Inventory Items to include on the report.

Select All to include all items in the Item Master File.

Select Range to define a range of item numbers for the report. When you select Range, the range fields display. Type the beginning item number in the From field and the ending item number in the To field.

Select Pick to define specific Items for the report. When you select Pick, the Items list displays. Select the check box next to each Item to include on the report.

Select Create to define your own list of Items. When you select Create, a small grid displays to the right. Enter the Item Numbers you want to include in the list, or use the Lookup to locate the Item Numbers.

Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the Item Numbers you want to exclude in the list, or use the Lookup to locate the Item Numbers.

Use the Tier Template to define and save customized settings for a report. To use an existing template, select the template from the list and click Load.

To create a new template, you can load an existing template, make the necessary modifications, click Save, and define a new template name in the Save As dialog box. Alternatively, you can start with a blank template by clicking the Clear button.

To modify an existing template, load the template, make the necessary modifications, and then click Save. The name of the existing template display in the Save As dialog box. Click OK.

For more information see Using Tier Templates and Using Tier Parameters.

Select the Only Include Resale Items check box to print only resale items on the report.

This option displays only when the Group By is Item #.

Select the Include Job Detail check box to include the Job Name and Number for each item in the Item Group.

This option is selected by default.

Select the Include Logo on Report check box to print the company logo on the report. This check box is selected or cleared by default, based on the option selected in SYS:Defaults. However, you can modify the setting on each report.

Select the Include Report Criteria check box to include a list of the report options selected for this report. The Report Criteria page includes any ranges specified and each Category/Record selection made for the report. This check box is NOT selected by default.

Note:   Multi-Company—WinTeam looks to the Job's Company logo to determine which Company logo to use on the Work Ticket Report and Work Tickets.

Click the Preview button (or use the shortcut key, ALT + V) to view before printing.

Click (or press ALT + P) to send the report to your default printer.

Click the Export button (or press ALT + X) to export to a specified format. Reports may be exported to Adobe Acrobat (PDF), Excel, Comma-Separated Values(CSV), Grid View, and E-mail (for premise-based clients only).

If Item is using a Normal Resale Price and the Item has a Price, then the % Markup column on the report is blank.