{"id":17193,"date":"2022-11-21T14:04:34","date_gmt":"2022-11-21T19:04:34","guid":{"rendered":"https:\/\/certek.com\/kb4\/?p=17193"},"modified":"2023-06-15T13:22:15","modified_gmt":"2023-06-15T17:22:15","slug":"inventory-item-listing","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/inventory-item-listing\/","title":{"rendered":"Inventory Item Listing"},"content":{"rendered":"\n<p>One of Artisan&#8217;s useful reports is the &#8220;<strong>Inventory Item Listing<\/strong>&#8221; report. This report displays details about Item Records in the program: item code, description, vendor, vendor purchase number, on-hand qty, on-order qty, cost and price, and discounts. You can filter information by site, description, price range, and many more fields.\u00a0<\/p>\n<hr \/>\n<h3>Accessing the Report<\/h3>\n<p>To access this report, head to &#8220;<strong>Reports<\/strong>,&#8221; &#8220;<strong>Inventory Reports<\/strong>,&#8221; and &#8220;<strong>Inventory Item Listing<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h18_57.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-18574 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h18_57.png\" alt=\"\" width=\"547\" height=\"384\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h18_57.png 547w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h18_57-300x211.png 300w\" sizes=\"auto, (max-width: 547px) 100vw, 547px\" \/><\/a><\/p>\n<p>Or, from the &#8220;<strong>Main Menu<\/strong>,&#8221; select &#8220;<strong>Reports<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h16_38.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-18575 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h16_38.png\" alt=\"\" width=\"739\" height=\"523\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h16_38.png 834w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h16_38-300x212.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h16_38-768x543.png 768w\" sizes=\"auto, (max-width: 739px) 100vw, 739px\" \/><\/a><\/p>\n<p>Select &#8220;<strong>Inventory Reports<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h17_20.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-18577 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h17_20.png\" alt=\"\" width=\"765\" height=\"544\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h17_20.png 835w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h17_20-300x213.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h17_20-768x546.png 768w\" sizes=\"auto, (max-width: 765px) 100vw, 765px\" \/><\/a><\/p>\n<p>Click on the &#8220;<strong>Inventory Item Listing<\/strong>&#8221; report.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h21_43.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-18578 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h21_43.png\" alt=\"\" width=\"737\" height=\"526\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h21_43.png 832w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h21_43-300x214.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h21_43-768x548.png 768w\" sizes=\"auto, (max-width: 737px) 100vw, 737px\" \/><\/a><\/p>\n<p>Either way, you&#8217;ll end up at the following screen.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h46_45.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-18553 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h46_45.png\" alt=\"\" width=\"737\" height=\"523\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h46_45.png 821w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h46_45-300x213.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h46_45-768x545.png 768w\" sizes=\"auto, (max-width: 737px) 100vw, 737px\" \/><\/a><\/p>\n<hr \/>\n<h3>Report Fields<\/h3>\n<p><strong>Select Group By:\u00a0<\/strong>This is how your report will be organized, if you pick an organization type. Refer to the examples for more information.<\/p>\n<p><strong>Order By:\u00a0<\/strong>The order in which the report will organize its items.<\/p>\n<p><strong>Inventory Site:\u00a0<\/strong>If you have multiple locations, you can choose to view data from all of them or a certain location.<\/p>\n<p>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\u201d and typing in Item Codes separated with a comma, or using the magnifying glass to select from the Inventory Records screen.<\/p>\n<p>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 \u201c<strong>Save as Defaults.\u201d<\/strong>\u00a0The next time you open the report, your selections will automatically be filled with the presets you defined.<\/p>\n<hr \/>\n<h3>Report Examples<\/h3>\n<p><strong>Select Group By:\u00a0<\/strong>Category Tree<\/p>\n<p><strong>Order By:\u00a0<\/strong>Item Code<\/p>\n<p>In this example, Artisan separated our report by category and sorted alpha\/numerically within each section by Item Code.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h51_55.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18552\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h51_55.png\" alt=\"\" width=\"1090\" height=\"806\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h51_55.png 1090w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h51_55-300x222.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h51_55-1024x757.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h51_55-768x568.png 768w\" sizes=\"auto, (max-width: 1090px) 100vw, 1090px\" \/><\/a><\/p>\n<hr \/>\n<p><strong>Select Group By:\u00a0<\/strong>Category Tree<\/p>\n<p><strong>Order By:\u00a0<\/strong>Vendor&#8217;s P\/N<\/p>\n<p>In this example, Artisan separated our report by category and sorted alpha\/numerically within each section by Vendor&#8217;s P\/N. Items without a P\/N are put first.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h55_02.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18556\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h55_02.png\" alt=\"\" width=\"1091\" height=\"829\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h55_02.png 1091w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h55_02-300x228.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h55_02-1024x778.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h55_02-768x584.png 768w\" sizes=\"auto, (max-width: 1091px) 100vw, 1091px\" \/><\/a><\/p>\n<hr \/>\n<p><strong>Select Group By: <\/strong>Category Tree<\/p>\n<p><strong>Order By:\u00a0<\/strong>Description<\/p>\n<p>In this example, Artisan separated our report by category and sorted alpha\/numerically within each section by the Item Description. Descriptions starting with numbers are put first.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h58_29.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18557\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h58_29.png\" alt=\"\" width=\"1069\" height=\"826\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h58_29.png 1069w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h58_29-300x232.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h58_29-1024x791.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_13h58_29-768x593.png 768w\" sizes=\"auto, (max-width: 1069px) 100vw, 1069px\" \/><\/a><\/p>\n<hr \/>\n<p><strong>Select Group By:\u00a0<\/strong>Category Tree<\/p>\n<p><strong>Order By:\u00a0<\/strong>Cost<\/p>\n<p>In this example, Artisan separated our report by category and sorted by cost within each section, from low to high.\u00a0<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h00_37.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18558\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h00_37.png\" alt=\"\" width=\"1046\" height=\"819\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h00_37.png 1046w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h00_37-300x235.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h00_37-1024x802.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h00_37-768x601.png 768w\" sizes=\"auto, (max-width: 1046px) 100vw, 1046px\" \/><\/a><\/p>\n<hr \/>\n<p><strong>Select Group By:\u00a0<\/strong>Category Tree<\/p>\n<p><strong>Order By:<\/strong>\u00a0Price<\/p>\n<p>In this example, Artisan separated our report by category and sorted by price within each section, from low to high.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h04_45.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18559\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h04_45.png\" alt=\"\" width=\"1066\" height=\"830\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h04_45.png 1066w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h04_45-300x234.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h04_45-1024x797.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/11\/2023-02-22_14h04_45-768x598.png 768w\" sizes=\"auto, (max-width: 1066px) 100vw, 1066px\" \/><\/a><\/p>\n<hr \/>\n","protected":false},"excerpt":{"rendered":"<p>One of Artisan&#8217;s useful reports is the &#8220;Inventory Item Listing&#8221; report. This report displays details about Item Records in the program: item code, description, vendor, vendor purchase number, on-hand qty, on-order qty, cost and price, and discounts. You can filter information by site, description, price range, and many more fields.\u00a0&#8230;<\/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":[336],"ht-kb-tag":[],"class_list":["post-17193","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-inventory-reports"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/17193","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=17193"}],"version-history":[{"count":6,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/17193\/revisions"}],"predecessor-version":[{"id":18579,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/17193\/revisions\/18579"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=17193"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=17193"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=17193"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}