Review total item activity measured by value, quantity or the number of invoices containing an item. The report conditions window contains these fields:
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Conditions: #
- Item Category: Select a category to include activity for its items.
- Branch: Select a branch to include activity in its warehouses.
- Warehouse: Select a warehouse to include its activity.
- Cost Center: Select a cost center to include invoice transactions recorded for it.
- From Date / To Date: Specify a date range to include invoices dated within it.
- Description Contains: Enter text to include invoices whose descriptions contain it.
- Description Does Not Contain: Enter text to include invoices whose descriptions do not contain it.
Calculation Method: #
Three choices are available:
Incoming Positive / Outgoing Positive: Add incoming and outgoing transactions, combining quantity-increasing and quantity-decreasing invoices. This is useful for activity statistics.
Incoming Positive / Outgoing Negative: Subtract outgoing transactions from incoming transactions. This can be useful for supplier reports.
Outgoing Positive / Incoming Negative: Subtract incoming transactions from outgoing transactions. This can be useful for customer reports.
Advanced Conditions: #
- Advanced Item Conditions: Specify advanced item conditions to include activity for matching items.
- Advanced Invoice Conditions: Specify advanced invoice conditions to include activity from matching invoices.
- Advanced Invoice Conditions: Specify advanced audit conditions to include activity from matching invoices.
- Number of Items: Specify how many items to display. For example, enter 10 for the ten most active items.
Sort By: #
Sort results in descending order using one of these options:
- Total Quantity: Rank items by their total quantity across included invoices.
- Number of Invoices: Rank items by the number of invoices containing each item.
- Total Value: Rank items by their total value across included invoices.
Currency: #
Select the currency in which the report should be displayed.
Exchange Rate: Specify the rate relative to the base currency. This field is available only for a secondary currency and offers two choices:
- Use the Exchange-Rate Schedule: Retrieve exchange rates automatically from the schedule, using the rate applicable on each transaction date.
- Use a Specified Exchange Rate: Enter a rate in the field that appears and use it to display the report.
- Use the Scheduled Currency Rate Instead of the Transaction Rate: Use the rate from the exchange-rate schedule instead of the rate entered in the original transaction. This option is used when requesting the report in the base currency.
Item Fields: #
Choose report fields, mainly from item records, together with Total Value and Invoice Count.
Options: #
The options section contains:
- Show Sequence Number: Display a Sequence field with sequential item row numbers.
- Finalized Invoices: Include item activity from finalized invoices.
- Unfinalized Invoices: Include activity from unfinalized invoices.
- Show Total Quantity: Display the Total Quantity field..
- Hide Inactive Items: Hide items that had activity outside the report date range but none within it.
- Combine Item Code and Name: Combine item code and name in one report field.
Invoice Types: #
Select invoice types whose item transactions should be included.
- Show: Display the report using the preceding conditions.
- Print: Click this button to print the final report.
- Chart: Display the results as a chart instead of numbers. See the chart section of the reports guide.
- Close: Close the report conditions window.
The following illustration shows an example report:
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Examples of Information Available from the Most Active Items Report:
- Item activity ranked by quantity, value or number of invoices.
- The company ten most active items.
- The ten most active items from finalized invoices only.
- The five best-selling items in Canned Goods.
- The ten best-selling items from the main warehouse.
- The ten best-selling items sold to customer Tarek.
- The ten best-selling items of Chinese origin.
- The ten best-selling items from invoices whose descriptions contain Al Haram Company Shipping.
- The ten best-selling Clothing items with French origin, size Large and color Yellow.
- A chart showing the ten best-selling items.
