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IN-15 Inventory Balancing and Restocking

This report allows you to see the inventory levels in each truck all at a glance making it easy to see where inventory needs to be re-balanced. The Excel version of the report is in most cases preferred as it is easier to navigate.

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Report Parameters​

  • Location: This option will let you select one or multiple locations.
  • OEM: This option will let you select one or multiple OEMs (Original Equipment Manufacturer). The OEM is used to define groups of brands. If one buyer is responsible for a handful of brands, you can create an OEM in the OEM table and then assign the OEM to each brand. This way one single OEM of ‘WP’ can pull Maytag, Jenn air, and Whirlpool, etc.
  • Branch: This option will allow you to select one or multiple branches.
  • Supplier: This option will let you select one or multiple suppliers.
  • Brand: This option will let you select one or multiple brands.
  • Product: This option will let you select one or multiple products.
  • Inventory Type: This option will let you select one or multiple inventory types.
  • Stock/Non-stock: This option will let you run the report for stock, non-stock, or both stock and non-stock items.
  • Items From and To: With this option, you can run the report for all items, a range of items or just one item.

You can export the report to Excel by clicking on the Excel button.

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