{"id":16500,"date":"2022-09-22T15:23:03","date_gmt":"2022-09-22T19:23:03","guid":{"rendered":"https:\/\/certek.com\/kb4\/?p=16500"},"modified":"2023-06-15T13:19:30","modified_gmt":"2023-06-15T17:19:30","slug":"receiving-report","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/receiving-report\/","title":{"rendered":"Receiving Report"},"content":{"rendered":"\n

Artisan’s “Receiving Report<\/strong>” makes it easy to see detailed information about the items you’ve entered<\/a><\/strong> into Artisan. Select your date range, see all items or specific ones, and search by description, vendor, keyword, category, price range, and more.<\/p>\n

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Accessing the Report<\/h2>\n

There are two ways you can access this report. From the top of the screen, click on \u201cReports<\/strong>,\u201d \u201cReceiving Reports<\/strong>,\u201d and \u201cReceiving Report<\/strong>.\u201d<\/p>\n

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Or, from the \u201cMain Menu<\/strong>,\u201d click on \u201cReports<\/strong>.\u201d<\/p>\n

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Select \u201cReceiving Reports<\/strong>.\u201d<\/p>\n

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Click on “Receiving Report<\/strong>.”<\/p>\n

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Either way, you\u2019ll end up at the following screen.<\/p>\n

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Report Fields<\/h2>\n

View the report examples<\/a> for more detail.<\/p>\n

Select Receiving Date Range From:<\/strong> Any receiving made between these dates will show here. Use the drop-down calendar, enter a date manually, or leave the date as-is.\u00a0<\/p>\n

Sites:<\/strong> If you have multiple locations, you can choose to view all sites, or just a specific site.<\/p>\n

Group By:<\/strong> This is how Artisan will pull data for your report.<\/p>\n

Receive Date:<\/strong> This lists each day items were received into Artisan. For example: November 7th, 2022, November 8th, 2022, etc. If you have Ite<\/p>\n

Category:<\/strong> This lists the items you received alphabetically by category, including subcategories (nested categories). For example: Clothes, Womens, Womens Shirts.<\/p>\n

Vendor:<\/strong> This lists vendors you received items from alphabetically. For example: ABC, Brownstown Clothes, Cynthia Peterson.<\/p>\n

Receive Date\/Time:<\/strong> Similar to the “Receive Date” report, but also includes timestamps. This report first sorts by date, then time stamp. For example: November 7th, 2022 at 9:18 AM EST, November 7th, 2022 9:21 AM EST, November 8th, 2022 1:38 PM, EST.<\/p>\n

Sub-Group By Purchase Order?:<\/strong> Includes each individual purchase order (including PO number) with each receive date, category, or other method you chose to group the report by. For example: November 7th, receive w\/o PO, November 8th PO #203, etc.\u00a0<\/p>\n

Show Stock Unit Detail?:<\/strong> Includes Item Codes, bolded and to the left of the report for easy viewing.\u00a0<\/p>\n

Include Quantities Added Without Receive?:\u00a0<\/strong>Includes any item quantities that were added into Artisan in the Item Record’s QOH field, not in the receiving screen. We highly recommend using the receiving screen to add inventory to Artisan as there is a better understanding of where this quantity came from (usually a Purchase Order but not always).<\/p>\n

Show ONLY Receive w\/o PO?:<\/strong> This will show all items received into Artisan that weren’t received with a Purchase Order (ex. Using the “Receive No PO” button, selecting a vendor, and entering product quantities that way).<\/p>\n

PO Number Range From:\u00a0<\/strong>If you want to narrow down your scope to only show purchase orders with this number range (ex. PO #200 – 203).<\/p>\n

Receiving Clerk:<\/strong> Leave this set to “All” if you want to display items received by all employees. Or, select a specific employee from the list.<\/p>\n

Like most Artisan reports, you can narrow your results further by filling out other fields. For example, you can include only certain Items on the report by using \u201cSpecific Item<\/strong>\u201d and typing in Item Codes separated with a comma, or using the magnifying glass to select from the Inventory Records screen.<\/p>\n

The same methods apply to Description, Vendor, and other searchable fields. You can also include or exclude discontinued items, product variants, consignment items, and more, as well as filtering price range and quantity on hand. If necessary, you may save any fields you change for next time by selecting \u201cSave as Defaults.\u201d<\/strong>\u00a0The next time you open the report, your selections will automatically be filled with the presets you defined. The only data that won\u2019t save are date ranges.<\/p>\n

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<\/a>Example Reports<\/h2>\n

Click images to expand.<\/p>\n

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Receive Date:<\/strong> The day you received the item(s) into Artisan.\u00a0<\/p>\n

Item Code:<\/strong> The product’s Item Code, found in its Item Record.<\/p>\n

Description:<\/strong> The product’s brief definition, found in its Item Record.<\/p>\n

Vendor P\/N:<\/strong> If you\u2019ve included a vendor part number, it will show here. The Vendor P\/N is located in the Item Record.<\/p>\n

PO Number:<\/strong> If this item is associated with a Purchase Order, the number of that Purchase Order will show here.<\/p>\n

Units:<\/strong> The number (quantity) of each item that was received into Artisan.<\/p>\n

Cost:<\/strong> The overall cost of the items received.<\/p>\n

Price:<\/strong> The overall price of the items received.\u00a0<\/p>\n

Margin:<\/strong> This calculates how much profit, or sales, you’ll make by selling each item. Subtract the cost from the price, then divide that total by the price. For example, let’s look at the “BL-WHTSM” item. We have a price of $340 for ten shirts. The cost is $200. Subtract $200 from $340, which is $140. 140\/340 is 0.41, which is a 41% margin.<\/p>\n

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Receiving Report by Receive Date<\/strong><\/h3>\n

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In this report, we sorted by date and included Stock Unit Detail. We can clearly see each item received into Artisan on specific days, including their Item Code, Description, Vendor P\/Ns, PO Numbers, Units, Cost, Price, and Margin. Notice how OAS001 and OAS002 do not have PO number. This is because they were received into Artisan without a PO.<\/p>\n

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Receiving Report by Category<\/strong><\/p>\n

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Here, our receiving info is sorted alphabetically by Category Code.\u00a0<\/p>\n

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Receiving Report by Vendor<\/strong><\/p>\n

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This report lists our receiving data alphabetically by Vendor Code.<\/p>\n

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Receiving Report by Receive Date \/ Time<\/strong><\/p>\n

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This report includes a time stamp for when each item was received into Artisan.<\/p>\n

Show Only Receive W\/O PO?<\/strong><\/p>\n

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This report option will list any Items received into Artisan without a purchase order.<\/p>\n","protected":false},"excerpt":{"rendered":"

Artisan’s “Receiving Report” makes it easy to see detailed information about the items you’ve entered into Artisan. Select your date range, see all items or specific ones, and search by description, vendor, keyword, category, price range, and more. Accessing the Report There are two ways you can access this report….<\/p>\n","protected":false},"author":17,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[338],"ht-kb-tag":[],"class_list":["post-16500","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-receiving-reports"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/16500","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=16500"}],"version-history":[{"count":14,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/16500\/revisions"}],"predecessor-version":[{"id":19142,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/16500\/revisions\/19142"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=16500"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=16500"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=16500"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}