Salon & Spa 2007


Contents

 

 

4.1 Monitoring Your Inventory

4.1.1 Inventory Count Procedure 

Periodically during the year or at year end you will want to count your inventory. The inventory check sheet report provides inventory item descriptive fields and the current inventory amount held in the system. Spaces are provided for writing in the actual count for each stock code item and calculating the variance. Select the report from the Inventory manager reports menu.

4.1.2 Inventory Reports 

Inventory reports are found in the Current Reports Inventory View menu.


Current Reports Inventory Menu

Reports available to monitor your inventory are as follows:

  • Cost of inventory

Provides a various reports on inventory cost and supplier purchase activity in the current year including dates and prices. The report totals your purchases from the vendor. 

  • Current price list

Provides a printed list of your inventory with descriptions and your current selling prices. 

  • Price list by product category
  • Inventory summaries

The inventory summary report provides a summary of your inventory in list form showing stock number, description, size, number purchased, sold and current number in stock. Select the summary type, available reports are by supplier, all products, product groups or categories, retail products, consigned products or backbar products.

  • Retail product turnover summary

Retail turnover prints a list of your inventory items in stock code order listing stock code, description, size current number in inventory, year to date sales and your annual turnover for each item. This report will include refill stock codes. 

  • List products below minimum

Provides a printed list of inventory items which currently are at or below the reorder minimum with the vendor noted. Refill items will not show on this report. 

  • List outstanding purchase orders

Provides a list of inventory that has been ordered but has not yet been received. The report shows the stock number purchase order number, date, vendor number and quantity ordered. 

  • List year to date inventory loss

Provides a summary of the year to date losses and their cost based upon the losses you have entered in inventory.

  • List year to date inventory consumed

Provides a summary of retail inventory consumed during the current year as you have entered.

  • List service codes

Provides a list of your service codes that may be printed for reference.

  • Product sales margin analysis

Provides a report of all stock codes listing stock number, name, description, size, total sold, gross sales income for the product for the year and the margin in dollars/unit and in percent. The report sorts the products by number sold. 

  • List product sales (all)
  • List product sales (single product)

Reports all look similar to the report shown below and may be printed.

You do not need to close the reports screen to run additional reports, just select another report from the menus.


Typical inventory Report

 
 

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