1. From the “Report” application, click “Inventory” (“IN” if you are already in a report):
2. All the Inventory reports will show in the window to the right:

All Inventory

This report is pulled with either all Active inventory items, or it may include Inactive inventory items when selected. This report is used to show all inventory for Point of Sale Items and can be used as an order guide for the user.

1. Click on “All Inventory”:

2. In the upper right corner select clubs that you want to pull data from;
   • The club the client is signed into will be highlighted as a default;
   • Click “Select All” to highlight all available clubs;
   • Click each club number to select the desired clubs;
   • If the user has made a mistake, they can click “Reset,” and the only the club number used to sign into MCB will be highlighted.

Note: If the club used to sign into MCB does not share any data with another club, the club number will appear in the place of “Select Clubs.”

3. Decide if you want to include Inactive items in the report;
   • If you do not, leave the toggle off (default);
   • If you do, toggle the Include Inactive switch to on;

4. Click “Submit,” the report will generate;

• Record Count – this field will show many inventory items are in the Inventory Management database;
• Export Data – clicking here will export the data in the report to an Excel Spreadsheet;
• Client – this field will show which club ID the item belongs to;
• SKU – this field will show the SKU associated with the item;
• Item Name – this field will show the name of the item as it was entered into Inventory Management;
• Item Type – this field will show the Item Type the item is stored in, in Inventory Management;
• ASF Type – this field will show the ASF Item Type the Item Type is associated with in Inventory Management;
• Quantity – this field will show the physical number of items that are on-hand; this will only populate for ASF Type “General_Inventoried” items;
• Item Cost – this field will show the cost of the item, the amount the client pays for the item;
• Retail Price – this field will show the price the client will sell the item at;
• Tax Type – this field will show the tax type that is associated with the item;
• Tax Percent – this field will show the tax percent added to the item when it is sold through the My POS application;
• Reorder Point – this field will show the number in which a physical item will hit before the client will reorder the item, to keep their shelves stocked; this will only populate for ASF Type “General_Inventoried” items;
• Reorder Quantity – this field will show the number in which the client will order when an inventory item has reached the reorder point; this will only populate for ASF Type “General_Inventoried” items;
• General Ledger – this field will show which GL account the client would like to have these items retail price fall into when it is sold; the client must submit the GL account names to Client Support and have them uploaded if they wish to use this feature.

Note: Clicking on the column header will filter the report alphabetically or numerically based on the data in that column; clicking the header again will reverse the data.

Inventory

This report is pulled for a date range. It lists detailed inventory information that can be filtered by date, “Daily”, “Weekly”, “Range”, or Yearly”; as well as, by clicking “Toggle Filters” in the upper-right the client can also filter by “Attribute”, “Sub-Attribute”, “SKU” and/or “Report Year”.

1. Click on “Inventory”:

2. In the upper right corner click “Select Clubs,” a picklist of shared data clubs will appear, by default, the club number that was used to sign into MCB will be selected:
   • Click “Select All” to highlight all available clubs;
   • Click each club number to select the desired clubs;
   • If the user has made a mistake, they can click “Reset,” and the only the club number used to sign into MCB will be highlighted.
   • Click the up carrot next to “Select Clubs” to get the club number window to collapse.

Note: If the club used to sign into MCB does not share any data with another club, the club number will appear in the place of “Select Clubs.”

3. Choose your “Report Type” and “Date” (your type of selection will determine if you get a date range or just a start date selection):
   • Daily (default) - click “Daily” then click into the “Start Date” field, a calendar will appear. The user can either select a date from the calendar or click the “Start Date” field again to free type the date in “MMDDYYYY” format:

• Weekly - click “Weekly” then click into the “Start Date” field, a calendar will appear. The user can either select a date from the calendar or click the “Start Date” field again to free type the date in “MMDDYYYY” format:

Note: The user will not be able to change the end date, as this selection will auto-populate to an exact week based on the start date selection, if they need to choose an end date differently than an exact week, they will need to use “Range” instead.

• Range - click “Range” then click into the “Start Date” field, a calendar will appear. The user can either select a date from the calendar or click the “Start Date” field again to free type the date in “MMDDYYYY” format, repeat the “Start Date” steps to select the “End Date”:

• Yearly - click “Yearly” then click the down arrow button in the “Report Year” field and click on the desired year:

4. If the user is looking to filter their search criteria, click “Toggle Filters”:

• The filters will appear:

• Attribute – Click the down arrow to see a list of all attributes that were created in “Inventory Management,” find the attribute that the user wants to filter by and click on it:
• Sub-Attribute – If the attribute is set-up as a “List,” there will be sub-attributes they can choose from, click the “List” icon in the sub-attribute field, checkmark the desired filters, and they will show in the sub-attribute field:

• SKU – If the user knows the sku, they can type it in the sku field:

• If the user needs to reset their “Report Type” or “Date,” click “Toggle Filters” again:

5. When the Report Type, Date, and Filters are set, click “Submit,” the report will generate, and the user will have the option to “Export” this to Excel:

• The user will need to scroll to the right to see all columns; per this, we will break this report into 2 sections and discuss each column:
  • To filter the report by column, click the column header, the column will be rearranged alphabetically (a-z) or numerically (1-9), click the column header again and it will flip the rearrangement (z-a) or (9-1);

• Client – This column provides the club number this item belongs to (if the report is pulled for shared data clubs, if not, it will show just the one club number);
• Item ID – This column provides the ID number for a particular item; this number is system generated when the item is created in Inventory Management;
• SKU – This column provides the SKU number that was used when setting up the item in Inventory Mangement. This is a column that the user can filter by and show a single SKU number’s inventory;
• Item Name – This column provides the item name that was entered when setting up the item in Inventory Management;
• Item Type – This column provides the Item Type that the item belongs to within Inventory Mangement;
• Sales – This column provides the quantity sold, for the date range selected, for the particular item the user is looking at;
• Last Date Sold – This column provides the most current date, during the date range selected, that this particular item was sold;
• Returns – This column provides the quantity sold that has been returned, during the date range selected, to the club.
• Last Date Returned - This column provides the most current date, during the date range selected, that this particular item was returned to the club;
• Quantity Ordered – This column will show the quantity ordered during the date range selected, as long as the client is using our Purchase Order (PO) database;
• Last Date Ordered – This column will show the most current date, within the date range selected, that this particular item was ordered, as long as the client is using our PO database;

• Quantity Received – This column will show the actual amount of items received from all completed PO’s, as long as the client is using our PO database;
• Last Date Received - This column will show the most current date, within the date range selected, that this particular item was received, as long as the client is using our PO database;
• Outstanding – This column will show the quantity ordered, within the date range selected, that has not been received or cancelled, as long as the client is using our PO database;
• Order Status – This column will show the last PO, within the date range selected, that had this particular item on it and its status; Active, Completed, or Cancelled; as long as the client is using our PO database.
• Quantity Adjusted – This column will show the difference between quantity ordered versus quantity received, if any, when the PO was completed, during the date range selected, as long as the client is using our PO database.
• Last Date Adjusted – This column will show the most current date, within the date range selected, that this particular item was adjusted, as long as the client is using our PO database;
• Current Inventory – This column will show the most current inventory quantity for a particular item, for the date range selected, as long as the client is using our PO database;
• Attribute – This column will show any attributes that are associated with that particular item.