Use the Inventory reports to keep track of the amount and cost of inventory.

Assembly List (Report)

The Assembly List includes all assembly items entered in this company and the number of components used in each assembly.

How to run the Assembly List (Report)

Go to Reports & Forms, Inventory. Double click Assembly List.

Assembly List (Report) Options

Select the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

• Sort by: You can sort by item ID or item description.
• Shorten Description: Shortens the description to width of column.

Bill of Materials Report

Use the Bill of Materials Report to view details on assemblies and sub-assemblies, including the estimated cost of building an assembly. Each main assembly is listed along with the assembly's components and the quantities.

How to run the Bill of Materials Report

Go to Reports & Forms, Inventory. Double-click on Bill of Materils Report.

Bill of Materials Report Options

Click the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 offers the following filter options:

• Date: You have the choice of Exact Date or Today.
• Sort by: You can sort by item ID or description.
• Summarize report: Select this check box to see a shortened version of the report.
• Shorten Description: This shortens the description of the item to the width of the column.

Buyer Report

The Buyer Report lists each buyer for your company and the following information about the items they are responsible for buying:

• item ID
• item description
• preferred vendor ID
• preferred vendor name

How to run the Buyer Report

Go to Reports & Forms, Inventory. Double click on Buyer Report.

Buyer Report Options

Select the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 offers the following filter options:

• Sort by: You can sort by item ID, item description, buyer ID, or preferred vendor ID.
• Shorten Description: This shortens the description of the item to the width of the column.

Component Use List

The Component Use List report allows you to see which components are used in which assembly item. For example if you wanted to know how many assembly items a particular screw is used in, then you would print the Component Use List. The report lists the component ID and the assembly items that the component is a part of.

How to run the Component Use List

Go to Reports & Forms, Inventory. Double-click on Component Use List.

Component Use List Options

Click the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

• Sort by: You can sort by assembly ID or component ID.
• Select a filter: First, select a filter on the left. Then, define the options for that filter on the right. The options differ based on the filter selected. Tell me more about the types of filter options.

Cost of Goods Sold Journal (Report)

The Cost of Goods Sold Journal lists the cost of sales for each of your items at the time that you sell them. A similar, but more detailed report, is the Item Costing Report.

How to run the Cost of Goods Sold Journal (Report)

Go to Reports & Forms, Inventory, Cot of Goods Sold Journal

Cost of Goods Sold Journal (Report) Options

Click the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

• Date: You have the choice of All, Range, Today, This Period, and the week, month, period, quarter, and year to date. If you select range, you can enter a beginning and ending date.
• Sort by: You can sort the report by reference, date, and account ID.
• Summarize report: Show just the totals without transactional detail.
• Shorten Description: Shortens the description to width of column.

Item Costing Report

The Item Costing Report gives a detailed listing of all transactions that involved inventory items and their effect on inventory valuation.

How to run the Item Costing Report

Go to Reports & Forms, Inventory. Double-click on Item Costing Report.

Item Costing Report Options

Click the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

• Date: You have the choice of All, Range, Today, This Period, and the week, month, period, quarter, and year to date. If you select range, you can enter a beginning and ending date.
• Sort by: You can sort the report by account ID or reference.
• Include items with no activity: Select this check box to include items on the report with no activity for the selected range. Leave the box unchecked to leave this off the report.

Inventory Adjustment Journal (Report)

The Inventory Adjustment Journal lists the General Ledger transactions for adjustments you entered in the Inventory Adjustments window from the Tasks menu.

How to run the Inventory Adjustment Journal (Report)

Go to Reports & Forms, Inventory. Double-click on Inventory Adjustment Journal.

Inventory Adjustment Journal (Report) Options

Click the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

• Date: You have the choice of All, Range, Today, This Period, and the week, month, period, quarter, and year to date. If you select range, you can enter a beginning and ending date.
• Sort by: You can sort the report by date, account ID, or reference.
• Summarize report: Check this box to omit adjustment detail.
• Shorten Description: Shortens the description to width of column.

Item List (Report)

The Item List report includes the following for each item in inventory:

• item ID
• item description
• item class
• whether active or inactive
• item type
• quantity of the item on hand

How to run the Item List (Report)

Go to Reports & Forms, Inventory. Double click on Item List.

Item List (Report) Options

Click the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

• Sort by: You can sort by item ID or description.
• Shorten Description: This shortens the description of the item to the width of the column.

Note: You can filter this report by custom fields for inventory items.

Item Master List (Report)

Item Master List is similar to an item list, but contains additional information, such as the long detailed description that you entered in Maintain Inventory Items, and whether the item is active or inactive.

How to run the Item Master List (Report)

Go to Reports & Forms, Inventory. Double-click on Item Master List.

Item Master List (Report) Options

Click the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

• Sort by: You can sort by item ID or description.
• Shorten Description: This shortens the description of the item to the width of the column.

Note: You can filter this report by custom fields for inventory items.

Physical Inventory List (Report)

The Physical Inventory List prints a worksheet that you can use to count the number of items in your inventory. This lists the item ID, its description, and the unit of measure. A space is provided where you can write in the number of inventory items.

How to run the Physical Inventory List (Report)

Go to Reports & Forms, Inventory. Double-click on Physical Inventory List.

Physical Inventory List (Report) Options

Select the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

• Date: Select a period for the report.
• Sort by: You can sort by item ID or item description.

Note: You can filter this report by customizable fields for customers.

• Shorten Description: This shortens the description of the item to the width of the column.
• Include items with no quantity on hand: Select this check box if you want items with no quantity on hand included in the report. Clear this check box to exclude these items from the report.

Item Price List (Report)

The Item Price List provides a listing of all your inventory items including pertinent pricing information. This needs to be printed whenever prices change on items.

How to run the Item Price List (Report)

Go to Reports & Forms, Inventory. Double-click on Item Price List.

Item Price List (Report) Options

Click the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

• Sort by: You can sort by item ID or description.
• Shorten Description: This shortens the description of the item to the width of the column.
• Use Master Stock Item Grouping: This appears if, for item class, you choose either All or Stock Item. Select the check box if you want all substock items to be grouped under their corresponding master stock item, listed in item ID order. Do not select the check box if you want all items, regardless of master/substock relationship, to be ungrouped and listed in item ID order.

Note: You can filter this report by custom fields for inventory items.

Inventory Profitability Report

The Inventory Profitability Report identifies gross profit margins for inventory items for the selected date range. Also known as a "Gross Margin Report".

How to run the Inventory Profitability Report

Inventory Profitability Report Options

Click the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

• Date: Select the current period, all periods, or a range from periods 1 through 24.
• Sort by: You can sort by item ID or description.
• Shorten Description: This shortens the description of the item to the width of the column.
• Include Items with no activity: This allows you to include on the report items that have no activity for the time period you specified.

Inventory Stock Status Report

The Inventory Stock Status report displays the quantity-on-hand, minimum stocking level, and reorder quantity for all inventory items.

How to run the Inventory Stock Status Report

Go to Reports & Forms, Inventory. Double-click on Inventory Stock Status Report.

Inventory Stock Status Report Options

Click the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

• Date: Select the current period or any of the open periods.
• Sort by: You can sort by item ID or description.
• Shorten Description: This shortens the description of the item to the width of the column.
• Include items with no quantity on hand: Select this check box if you want items with no quantity on hand included in the report. Clear this check box to exclude these items from the report.

Note: You can filter this report by custom fields for inventory items.

Inventory Unit Activity Report

Use the Inventory Unit Activity report to analyze unit purchases and sales for the current period or a selected date range.

How to run the Inventory Unit Activity Report

Go to Reports & Forms, Inventory. Double-click on Inventory Unit Activity Report.

Inventory Unit Activity Report Options

Click the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

• Date: Select the current period, all periods, or from periods 1 through 24.
• Sort by: You can sort by item ID or description.
• Shorten Description: This shortens the description of the item to the width of the column.
• Include items with no quantity: Select this check box if you want items with no activity included in the report. Clear this check box to exclude these items from the report.

Note: You can filter this report by customizable fields for customers.

Inventory Valuation Report

Use the Inventory Valuation report to determine the on-hand valuation of inventory items.

How to run the Inventory Valuation Report

Go to Reports & Forms, Inventory. Double-Click on Inventory Valuation Report.

Inventory Valuation Report Options

Click the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

• As of: Select the current period, all periods, or from periods 1 through 24.
• Sort by: You can sort by item ID or description.

Note: You can filter this report by Custom Fields.

• Shorten Description: This shortens the description of the item to the width of the column.
• Include items with no quantity on hand: Select this check box if you want items with no quantity on hand included in the report. Clear this check box to exclude these items from the report.