IdealWare Online Users Manual

IY5-02 I/Y LISTINGS, REPORTS AND FORMS
31087 Distribution Report

 

PURPOSE

 

The distribution report program is used to print a summary of product quantity information for multiple stores.

 

The Distribution Report is accessed from:

  • Inventory Processing Menu

 

PROCEDURE

 

Select Inventory Reports from the Inventory Processing menu. The Inventory Reports menu displays.

 

INVENTORY REPORTS MENU

┌────────────────────────────────────────────────────────────────────────────────┐
│01/19/08                ***** INVENTORY REPORTING *****                  3YIYR1 â”‚
│                                                                                â”‚
│                                                                                â”‚
│            â”Œâ”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”             â”‚
│            â”‚INVENTORY REPORTING OPTIONS:                         â”‚             â”‚
│            â”‚( 1)  QUANTITY CONTROL                               â”‚             â”‚
│            â”‚( 2)  VALUATION                                      â”‚             â”‚
│            â”‚( 3)  VALUATION (BEFORE/AFTER) BY STORE              â”‚             â”‚
│            â”‚( 4)  SALES SUMMARY BY PRODUCT                       â”‚             â”‚
│            â”‚( 5)  SALES SUMMARY - STORE SUMMARY                  â”‚             â”‚
│            â”‚( 6)  SALES SUMMARY - LAST 12 MONTHS                 â”‚             â”‚
│            â”‚( 7)  SALES ANALYSIS                                 â”‚             â”‚
│            â”‚( 8)  MOVEMENT                                       â”‚             â”‚
│            â”‚( 9)  DISTRIBUTION                                   â”‚             â”‚
│            â”‚(10)  PRODUCT PERFORMANCE LISTING                    â”‚             â”‚
│            â”‚(11)  RATE OF SALE                                   â”‚             â”‚
│            â”‚(12)  QUANTITY TRACKING                              â”‚             â”‚
│            â”‚(13)  ZERO QUANTITY                                  â”‚             â”‚
│            â”‚(14)  DAILY SALES STATISTICS                         â”‚             â”‚
│            â”‚** ENTER REPORT NUMBER OR F4 TO RETURN TO MENU:   __ â”‚             â”‚
│            â””─────────────────────────────────────────────────────┘             â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
ENTER REPORT NUMBER OR F4 TO RETURN TO MENU:

 

[F4] to exit to menu.

 

"7" to select distribution report.

 

The following prompts enable you to select the desired report options.

 

 

STORE OPTIONS:
( 1)  MASTER REGION (00)
( 2)  ALL REGIONS
( 3)  ALL STORES
( 4)  SPECIFY STORE/REGION(S)
** ENTER OPTION DESIRED (CR=1):

 

[Enter] to accept default value "1".

 

"1" to select master region.

 

"2" to select all regions.

 

"3" to select all stores.

 

"4" to specify stores and/or regions.

 

** STORE CODE (CR TO END LIST):

 

Enter store code.

 

Press [Enter] a second time to end list. To remove stores from list, re-enter store code.

 

 

[Enter] to indicate selection complete.

 

** SORTING OPTIONS
( 1)  BY GROUP
( 2)  BY SUPPLIER
( 3)  BY SUPPLIER AND GROUP
( 4)  BY LOCATION (AISLE)

 

"1" to sort report by product groups.

 

** RANGE OF GROUPS OR SELECTED GROUPS? (R/S):

 

"R" to select range of product groups.

 

** STARTING GROUP (CR=FIRST):

 

Enter product group code to begin range.

 

[Enter] to begin at first product group code.

 

[F5] to display list of product group codes for selection.

 

** ENDING GROUP (CR=LAST):

 

Enter product group code to end range.

 

[Enter] to end at last product group code.

 

[F5] to display list of product group codes for selection.

 

"S" to select specific product groups.

 

** SELECTED GROUPS:

 

Enter product groups to include.

 

[Enter] for all.

 

[F5] to display list of product group codes for selection.


** SORT WITHIN GROUP:
( 1)  DESCRIPTION
( 2)  QUICK CODE
( 3)  PRODUCT CODE
( 4)  EXTRA DESCRIPTION 1
( 5)  EXTRA DESCRIPTION 2
( 6)  EXTRA DESCRIPTION 3
** ENTER OPTION DESIRED (CR=1):

 

[Enter] to accept default value "1".

 

"1" to sort within product groups by product description.

 

"2" to sort within product groups by product quick code.

 

"3" to sort within product groups by product code.

 

"4" to sort within product groups by product extra desc. 1.

 

"5" to sort within product groups by product extra desc. 2.

 

"6" to sort within product groups by product extra desc. 3.

 

** PRINT GROUP TOTALS ONLY? (Y/N):

 

"Y" to print group totals only.

 

** WHICH GROUP LVL TOTALS? (NONE/1/2/3/4/CR=ALL):

 

You can print totals for any, all or no group levels.

 

[Enter] to include all product group levels.

 

"1" to include level 1 product groups only.

 

"2" to include level 2 product groups only.

 

"3" to include level 3 product groups only.

 

"4" to include level 4 product groups only.

 

"N""O""N""E" to include no group level totals.

 

"N" to print product details.

 

** PAGE BREAK BY GROUP LEVEL? (0=NONE,1,2,3,4):

 

[Enter] to accept default value "0".

 

"0" to not add a page break after group levels.

 

"2", "3" or "4" to insert page break after specified group level.

 

"2" to sort report by suppliers.

 

** ENTER BEGINNING SUPPLIER CODE (CR FOR FIRST):

 

Enter supplier code to begin range.

 

[Enter] to begin at first supplier code.

 

[F5] to access supplier inquiry for selection.


** ENTER ENDING SUPPLIER CODE (CR FOR LAST):

 

Enter supplier code to end range.

 

[Enter] to end at last supplier code.

 

[F5] to access supplier inquiry for selection.

 

** SUPPLIER#1 PRODUCTS ONLY? (Y/N):

 

"Y" to display supplier#1 products only.

 

"N" to not display supplier#1 products only.

 

"3" to sort report by suppliers and product groups.

 

** ENTER BEGINNING SUPPLIER CODE (CR FOR FIRST):

 

Enter supplier code to begin range.

 

[Enter] to begin at first supplier code.

 

[F5] to access supplier inquiry for selection.

 

** ENTER ENDING SUPPLIER CODE (CR FOR LAST):

 

Enter supplier code to end range.

 

[Enter] to end at last supplier code.

 

[F5] to access supplier inquiry for selection.

 

** SUPPLIER#1 PRODUCTS ONLY? (Y/N):

 

"Y" to display supplier#1 products only.

 

"N" to not display supplier#1 products only.

 

** STARTING GROUP (CR=FIRST):

 

Enter product group code to begin range.

 

[Enter] to begin at first product group code.

 

[F5] to display list of product group codes for selection.

 

** ENDING GROUP (CR=LAST):

 

Enter product group code to end range.

 

[Enter] to end at last product group code.

 

[F5] to display list of product group codes for selection.


** SORT WITHIN GROUP:
( 1)  DESCRIPTION
( 2)  QUICK CODE
( 3)  PRODUCT CODE
( 4)  EXTRA DESCRIPTION 1
( 5)  EXTRA DESCRIPTION 2
( 6)  EXTRA DESCRIPTION 3
** ENTER OPTION DESIRED (CR=1):

 

[Enter] to accept default value "1".

 

"1" to sort within product groups by product description.

 

"2" to sort within product groups by product quick code.

 

"3" to sort within product groups by product code.

 

"4" to sort within product groups by product extra desc. 1.

 

"5" to sort within product groups by product extra desc. 2.

 

"6" to sort within product groups by product extra desc. 3.

 

** PRINT GROUP TOTALS ONLY? (Y/N):

 

"Y" to print group totals only.

 

** WHICH GROUP LVL TOTALS? (NONE/1/2/3/4/CR=ALL):

 

You can print totals for any, all or no group levels.

 

[Enter] to include all product group levels.

 

"1" to include level 1 product groups only.

 

"2" to include level 2 product groups only.

 

"3" to include level 3 product groups only.

 

"4" to include level 4 product groups only.

 

"N""O""N""E" to include no group level totals.

 

"N" to print product details.

 

** PAGE BREAK BY GROUP LEVEL? (0=NONE,1,2,3,4):

 

[Enter] to accept default value "0".

 

"0" to not add a page break after group levels.

 

"2", "3" or "4" to insert page break after specified group level.

 

"4" to sort report by location.

 

>> TO SORT BY LOCATION, YOU MUST SELECT STORE OPTION 4
AND SPECIFY ONLY ONE YARD. CR TO CONTINUE:

 

You can print a report sorted by location for a single store only. Press [Enter] to clear the alert and reselect the store code.


SORT WITHIN LOCATION BY:
( 1)  DESCRIPTION
( 2)  ITEM CODE
( 3)  FOLIO NUMBER
( 4)  EXTRA DESCRIPTION 1
( 5)  EXTRA DESCRIPTION 2
( 6)  EXTRA DESCRIPTION 3

 

[Enter] to accept default value "1".

 

"1" to sort within location by product description.

 

"2" to sort within location by product code.

 

"3" to sort within location by product folio number.

 

"4" to sort within location by product extra desc. 1.

 

"5" to sort within location by product extra desc. 2.

 

"6" to sort within location by product extra desc. 3.

 

** BASED ON PRODUCTS FIRST LOCATION ONLY? (Y/N):

 

If not based on 1st location only a product may print on the report multiple times.

 

 

[Enter] to accept default value "N".

 

"Y" base report of first location of products only.

 

"N" to not base report of first location of products only.

 

** PRINT SET/KITS? (1=NO/2=YES/3=ONLY; CR=NO):

 

[Enter] to accept default value "1".

 

"1" to not include package type products.

 

"2" to include package type products.

 

"3" to include only package type products.

 

** PRODUCT STATUS (RE/SC/DI/SO/SP/DL; CR=ALL):
ENTER 'XX' FOR PRODUCTS WITH INVALID STATUS.

 

Multiple status parameters are allowed, eg RESCDI (include REgular, Seasonal Clearance and DIscontinued).

 

[Enter] to include products of all status types.

 

"R""E" to include only REgular products.

 

"S""C" to include only Seasonal Clearance products.

 

"D""I" to include only DIscontinued products.

 

"S""O" to include only Special Order products.

 

"S""P" to include only Special Purchase products.

 

"D""L" to include only DeLeted products.

 

"X""X" to include only products with an invalid status code.

 

** SELECTED BUYER CODES (CR=FINISH, F6=ALL):

 

Enter buyer codes.

 

Press [Enter] a second time to end list.

 

 

[Enter] to indicate selection complete.

 

[F6] for all buyers.

 

DELETED PRODUCT OPTIONS:
( 1)  ONLY NON-DELETED PRODUCTS
( 2)  ONLY DELETED PRODUCTS
( 3)  BOTH NON-DELETED AND DELETED PRODUCTS
** ENTER OPTION DESIRED (CR=1)

 

[Enter] to accept default value "1".

 

"1" to include only non-deleted products.

 

"2" to include only deleted products.

 

"3" to include both non-deleted and deleted products.

 

SEASONAL PRODUCTS OPTIONS:
( 1) CURRENT SEASON
( 2) ALL SEASONS
( 3) ONLY SEASONAL
( 4) NO SEASONAL
** ENTER OPTION DESIRED (CR=1):

 

[Enter] to accept default value "1"

 

"1" to select current season products only.

 

"2" to select all seasonal products.

 

"3" to select only seasonal products.

 

"4" to select no seasonal products.

 

PRODUCT TYPE OPTIONS:
( 1) ALL PRODUCTS
( 2) TRANSFER ITEMS
( 3) WAREHOUSE SOURCED ITEMS
( 4) SUPPLIER SOURCED ITEMS
( 5) INTERNALLY SOURCED ITEMS
( 6) CONTRACT ITEMS ONLY
( 7) SS AND IS ORDER CONTROL ITEMS
** ENTER OPTION DESIRED (CR=2):

 

[Enter] to accept default value "2".

 

"1" to include all products

 

"2" to include transfer items only.

 

"3" to include warehouse sourced items only.

 

"4" to include supplier sourced items only.

 

"5" to include internally sourced items only.

 

"6" to include contract items only.

 

"7" to include supplier and internally sourced items.

 

** PRINT WEEKLY SALES INFO? (N/C/1/2/3/4/5 WEEKS):

 

This report will not print sales information for the current week.

 

 

[Enter] to accept default value "1".

 

"1", "2", "3", "4", "5" for number of weeks to include.

 

"N" to not include weekly sales information.

 

"C" to include sales information for previous week only.

 

** PRINT 'ON HAND' OR 'AVAILABLE' (O/A):

 

[Enter] to accept default value "A".

 

"A" to print available product quantiies.

 

"O" to print on-hand product quanties.

 

** ONLY IF AVAILABLE QUANTITY IS NON-ZERO? (Y/N): N

 

[Enter] to accept default value "N".

 

"Y" to include product only if available quantity is not zero.

 

"N" to include product regardless of available quantity.

 

** PRINT 'COST DOLLARS' INFO? (Y/N):

 

[Enter] to accept default value "Y".

 

"Y" to include cost dollars information.

 

"N" to not include cost dollars information.

 

** PRINT 'RETAIL DOLLARS' INFO? (Y/N):

 

[Enter] to accept default value "Y".

 

"Y" to include retail dollars information.

 

"N" to not include retail dollars information.

 

** SHOW ON ORDER QUANTITIES?(Y/N)

 

[Enter] to accept default value "Y".

 

"Y" to show on order quantities.

 

"N" to not show on order quantities.


** BUILD TEXT FILE FOR EXPORT TO DOS?

 

Your system can be configured to default to either "Y" or "N".

 

 

"Y" to create a text file to export report information to DOS.

 

"N" to not create an export text file.

 

** PRINT MTD AND YTD SALES FIGURES? (Y/N):

 

[Enter] to accept default value "Y".

 

"Y" to print month to date and year to date sales figures.

 

"N" to not print month to date and year to date sales figures.

 

** NUMBER OF COPIES (CR=1):

 

Enter number of copies to print.

 

[Enter] to print one copy.

 

Example Completed Parameters Entry display:

┌────────────────────────────────────────────────────────────────────────────────┐
│01/19/08           ***** INVENTORY DISTRIBUTION REPORT *****             3YIYR  â”‚
│** STORE OPTION:                                  MASTER REGION (00)            â”‚
│** SORTING OPTIONS:                               BY GROUP                      â”‚
│** RANGE OF GROUPS OR SELECTED GROUPS? (R/S):     R                             â”‚
│** STARTING GROUP (CR=FIRST):                     FIRST GROUP                   â”‚
│** ENDING GROUP (CR=LAST):                        LAST GROUP                    â”‚
│** SORT WITHIN GROUP BY:                          DESCRIPTION                   â”‚
│** PAGE BREAK BY GROUP LEVEL? (0=NONE,1,2,3,4):   0                             â”‚
│** PRINT GROUP TOTALS ONLY? (Y/N):                N                             â”‚
│** WHICH GROUP LVL TOTALS? (NONE/1/2/3/4/CR=ALL): ALL                           â”‚
│** PRODUCT STATUS: RE/DI/SO/SP/BP; CR=ALL):       STATUS: ALL                   â”‚
│** SELECTED BUYER CODES (CR=ALL, F6=ALL):         ALL BUYERS                    â”‚
│** DELETED OPTION:                                ONLY NON-DELETED PRODUCTS     â”‚
│** PRINT SET/KITS? (1=NO/2=YES/3=ONLY; CR=NO):    1                             â”‚
│** SEASONAL PRODUCTS OPTIONS:                     CURRENT SEASON                â”‚
│** PRODUCT TYPE OPTIONS:                          ALL PRODUCTS                  â”‚
│** PRINT WEEKLY SALES INFO? (N/C/1/2/3/4/5 WEEKS):1                             â”‚
│** PRINT 'ON HAND' OR 'AVAILABLE' (O/A):          A                             â”‚
│** ONLY IF AVAILABLE QUANTITY IS NON-ZERO? (Y/N): N                             â”‚
│** PRINT 'COST DOLLARS' INFO? (Y/N):              Y                             â”‚
│** PRINT ' DOLLARS' INFO? (Y/N):                  Y                             â”‚
│** SHOW ON ORDER QUANTITIES?(Y/N)                 Y                             â”‚
│** BUILD TExT FILE FOR ExPORT TO DOS?             N                             â”‚
│** PRINT MTD AND YTD SALES FIGURES? (Y/N):        Y                             â”‚
│** NUMBER OF COPIES (CR=1):                       1_                            â”‚
│** PRESS CR TO CONTINUE OR F1 TO CONTINUE AND PRINT THE OPTIONS:                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** PRESS CR TO CONTINUE OR F1 TO CONTINUE AND PRINT THE OPTIONS:

 

[Enter] to continue to printer selection menu.

 

[F1] to print selected options with the report.

 

[F3] to return to previous field.

 

You can press [F3] at any field to return to the previous field.

 


The printer selection menu displays.

 

PRINTER SELECTION & CONFIGURATION

┌────────────────────────────────────────────────────────────────────────────────┐
│08/14/07                *****  PRINTER SELECTION  *****                         │
│                                                                                â”‚
│                                                                                â”‚
│** MAKE SURE PRINTER IS READY BEFORE PRESSING CR .....                          â”‚
│                                                                                â”‚
│1. PRINTER NAME ................................. P1  OKIDATA 390               â”‚
│                                                                                â”‚
│2. CHARACTERS PER INCH ? (10,12,17) ............. 10                            â”‚
│   SINGLE OR DOUBLE DENSITY ? (S,D) ............. S   SINGLE DENSITY            â”‚
│                                                                                â”‚
│** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS): _            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS):

 

"1" to change printers.

 

"2" to change the CPI and/or print density.

 

[Enter] to print.

 

[F4] to not print and exit to the menu.

 

[F5] to display a list of printers for selection.

 

An Example Distribution Report printout follows.

  



                         IDEAL BUILDING SUPPLIES LTD.
09/13/07  14:12:40                                                  PAGE: 1
                        INVENTORY DISTRIBUTION REPORT
 PRODUCT DETAIL - ALL GROUP LEVEL TOTALS - ALL STATUS - NO DELETED PRODUCTS
                       ALL PRODUCT TYPES - NO PACKAGES
------------------------------------------------------------------------------
PRODUCT         ITEM CODE      STAT UNIT     <- QUANTITIES ->  COST $  RETAIL$
------------------------------------------------------------------------------

ST-HT-HA     HAMMERS                          --01--  -TOTAL-  COST $  RETAIL$

16 OZ CLAW HAMMER               RE  EA    AV    45        45     9977
    320570      SAUDIHAMMER               H0     3-        3-      43-      79
                                          OO    33        33
------------------------------------------------------------------------------
16 OZ CLAW TEST                 RE  EA    AV     0         0        0
    320574                                H0     0         0        0        0
                                          OO     0         0
------------------------------------------------------------------------------
2-1/2LB CLUB HAMMER             RE  EA    AV     0         0        0
    331760      TOO205-2.5                H0     2-        2-       3-      13
                                          OO     0         0
------------------------------------------------------------------------------
3LB CLUB HAMMER                 BP  EA    AV     2-        2-       0
    323320      TOO205-3                  H0     5-        5-      18-      47
                                          OO     0         0
------------------------------------------------------------------------------
4LB CLUB HAMMER                 RE  EA    AV     2-        2-       7
    323310      TOO205-4                  H0     6-        6-      27-      68
                                          OO     0         0
------------------------------------------------------------------------------
4LB SLEDGE HAMMER 306-04        RE  EA    AV     3         3       36
    311550      SLE306-04                 H0     2-        2-       9-      34
                                          OO     0         0
------------------------------------------------------------------------------
**** GROUP 'ST-HT-HA' TOTALS:                                   11018      417
 *** GROUP 'ST-HT-HA' TOTALS:                                   11018      417


ST-HT-PL     PLANES                           --01--  -TOTAL-  COST $  RETAIL$

B&D 600-04 PLANER 3"            RE  EA    AV     1         1       80
    321830      600-04                    H0     0         0        0        0
                                          OO     0         0
------------------------------------------------------------------------------
HITACHI PR12A PLANER            RE  EA    AV     0         0        0
    329460                                H0     1-        1-    1096-    1000
                                          OO     0         0
------------------------------------------------------------------------------
MAKITA 1805B 6-1/8" PLANER      RE  EA    AV     0         0        0
    339790      1805B                     H0     0         0        0        0
                                          OO     0         0
------------------------------------------------------------------------------
MAKITA 1900B 3-1/4" PLANER      RE  EA    AV     0         0        0
    271480                                H0     3-        3-     259-     417
                                          OO     0         0
------------------------------------------------------------------------------
**** GROUP 'ST-HT-PL' TOTALS:                                      80     1726
 *** GROUP 'ST-HT-PL' TOTALS:                                      80     1726
  ** GROUP 'ST-HT' TOTALS:                                      11098     2143
   * GROUP 'ST' TOTALS:                                         11098     2143

RECORDS PRINTED:   10



FIELDS

PRODUCT       Product description and product code.
ITEM CODE     Product item code.
STAT UNIT     Statistical unit of measure.
QUANTITIES    Store/region and quantities.
COST $        Cost dollars.
RETAIL$       Retail dollars.