Artisan makes it easy to see your overall inventory information, from price, cost, units sold, and items on order. You can view all this information and more in the “Inventory and Order Status” report, which organizes inventory details by category, vendor, shelf location, and other criteria you determine.
Accessing the Report
To view the report, click on “Reports,” “Merchandising Reports,” and “Inventory, Sales, and On Order Status” report from the toolbar.
Or, from the “Main Menu,” click on “Reports.”
Select “Merchandising Reports.”
Choose “Inventory, Sales, and On Order Status” report.
Either way, you’ll end up at the following screen.
Report Fields
Show Subtotals Only?: If this is set to “Yes,” the report will only show totals for units sold and quantity on hand. Otherwise, the other fields will display.
Group By: This determines how the report will organize information. For example, the category tree will sort info by alphabetically by category, including subcategories.
2nd Group By: If this option is selected, at the end of each section, the report will display the section’s category or vendor code.
Sales Site: If you have more than one site, you may choose to display merchandise info from all sites or a specific site.
Sort By: Determines how items are organized within each category, either alphabetically by category or vendor, shelf location, or other parameters.
Show Items With Sales: Determine if you want to see information for items that have or haven’t been sold within the date range selected. You may also choose to include all items, meaning your entire inventory from the site selected.
Select Sales Date Range From: Choose a date range for sales. This can be over multiple months, a single month, multiple days, etc.
Select Reference Date Range From: Choose a date range to compare your sales data to. For example, let’s say we want to see items that are on order for the end of December. We’ll make sure our “To” date is the last day of the month.
Like most Artisan reports, you can narrow your results further. Optionally type in item, description, or vendor codes or use the magnifying glass to only include or exclude certain criteria. Include or exclude discontinued items, product variants, Internet store items, price and unit costs, and more.
You may also save any changes you make here by selecting “Save as Defaults for this Report.” The next time you open this report, those parameters will load. The only details that won’t save are date ranges.
Report Example
Here, we sorted this report by category code and alphabetically by item code.
We can see that we have a few items on order, including the purchase number and date they’re due to arrive.
In this other example, we chose a past date to compare our date range to. We can see the items we sold last month compared to this month.
