The Reserved Inventory Report allows you to track the inventory quantities of products that have been purchased for specific customers by your salesmen. It includes the current available quantity, and stock value, as well as year to date sales and margins.
Products can be reserved for customers through the Part Numbers tab in the Customer or Product Master. For more information on reserving products, see the Product Master: Part Numbers tab page.
Run a Reserved Inventory Report
1.Select Inventory > Reserved Inventory Report.
2.Enter the appropriate warehouse in the Warehouse field. You can also click on the 
to choose from a list of available warehouses. Inactive warehouses will not be displayed.
3.If you would like to run the report for a specific Salesman or Customer, enter the appropriate information in the Salesman or Customer field. Selecting a salesman will include all customers assigned to that salesman with reserved inventory products. Leave these fields blank to include all reserved inventory items for all customers and salesmen.
4.Check the Show Available Items Only box if you only want to include items that currently have Available quantities in the selected warehouse. Unchecking this box will include all reserved inventory items regardless of their Available quantity.
5.When you have entered the appropriate criteria, click the Run button to run the report.
•Print - select the appropriate printer and number of copies. If you do not see the printer listed, check off the Show All Printers box to view all Inform printers. Check the Collate box to collate the report when printing more than one copy. Click the Print button to print the report.
•View - click the View button to view the report to the screen.
•Save as PDF - click the View button to view the report to the screen. In the upper left corner of the view window, select File > Save As... from the menu. Browse to a location to save the document. Enter a name for the document. Click the Save button to save the document as a PDF.
•Export - click the Export button. In the pop up window, browse to a location to save the document. Enter a name for the document. Click the Save button to export the spreadsheet. You can then browse to the file location to view the document.
•Fax/Email - click the Send button. Choose Fax or Email from the drop down menu in the upper left corner of the window. If you want to send this to a Customer or Vendor contact, choose Customer or Vendor from the Method drop down menu and enter the company name in the Company field. Select the appropriate contact from the Name drop down menu, or click the New button to add a new contact to the account. If you are not sending to a customer or vendor, choose the Free Form option and enter the appropriate fax number or email address. Enter a Subject and Body message if necessary, then click the Send button in the bottom right corner. See the Fax/Email Reports page for more information.
