“Item Not Reserved Qty” Report

Reports List from the Menu:

• was added the new Report to the List:
  • “Item Not Reserved Qty” Report;
• after clicking on the report -> corresponding form of Report is opened.

“Item Not Reserved Qty” Report List form:

• Rules:
  • all data is grouped by Store;
  • in the datagrid are displayed only Point of Sale “Not Reserved” Items;
  • is displayed actual information about “Not Reserved” Items not based on the date range;
• Filters:
  • Refresh button -> the panel is refreshed; 
  • “X” button -> noone filter isn’t selected;
  • UPC textbox -> can be filled only be numbers;
  • Name dropdown -> contains Item List from the system;
  • Description textbox;
  • Customers dropdown -> contains Customers List from the system;
  • Store dropdown -> contains Stores List from the system;
  • “Search” button:
    • is always clickable;
    • after clicking on the button -> the Datagrid is filtered based on the selected filters;
• Datagrid:
  • were added next columns:
    • checkboxes;
    • UPC;
    • Item Name
    • MPN; 
    • Item Description;
    • Not Reserved Qty:
      • sum (qty from POS’s);
      • is displayed the Qty of items in status “Not Reserved”;
    • Incoming PO Qty:
      • sum (qty from POS’s);
      • is displayed the Qty of items in status “Incoming PO”;
    • In Transit Qty:
      • sum (qty from Orders);
      • is displayed the Qty of items in status “In Transit”;
    • Available In Stock: 
      • is displayed the Qty of Available in Stock Items;
    • Item Price:
      • item Price from the item edit form;
    • Total Sales:
      • Not Reserved Qty * Item Price;
    • Discount:
      • Sum of Item Discounts from Orders;  
    • Amount:
      • Total Sales – Discount;
    • Customer:
      • displays list of customers for whom item has been sold;
    • Store:
      • displays the store where item has been sold;
  • at the bottom are displayed next Totals:
    • Total “Not Reserved” Qty;
    • Total “Incoming PO” Qty;
    • Total “In Transit” Qty;
    • Total “Available in Stock” Qty;
    • Total Sales;
    • Total Discount;
    • Total Amount;
• “Export to Excel” button:
  • after clicking on the button the excel is downloaded with data from datagrid;
  • if some lines are checked -> are downloaded only checked lines;
  • if no one line is checked -> are downloaded all lines from datagrid;
• was added column selector.

 

OMS Web -> Settings -> Permission:

• was added new permission to Reports tab -> Reports List:
  • Can View Item Not Reserved Qty Report:
    • if for user the checkbox is unchecked:
      • “Item Not Reserved Qty” Report is hidden from the Report Menu List form.