Product Min/Max Quantity Report

Product Min/Max Quantity Report

Overview 

The "Product Min/Max Quantity Report" provides visibility into the minimum and maximum order quantities configured for products across selected store locations. The report retrieves these values directly from the Products module, specifically from the Manage Location Minimum & Maximum settings assigned to each product. 

Using this report, users can review the ordering limits established for products at individual locations, helping ensure that inventory levels remain within the defined thresholds. This information supports better inventory planning, replenishment decisions, and overall stock management by allowing users to monitor and maintain appropriate product quantities across stores. 

1. Reaching " Product Min/Max Quantity Report "

To reach the " Product Min/Max Quantity Report": 
  1. Step 1: Log into Control Center 
  2. Step 2: Choose Point of Sale 
  3. Step 3: Choose Reports 
  4. Step 4: Choose List Reports 
  5. Step 5: Choose Product Min/Max Quantity Report 

2. Understanding the "Product Min/Max Quantity Report" 

Please see the image below for a description of the buttons and fields that appear on the screen.   

                                                                                                            Figure 1.0
The report initially displays no data. Apply the desired filters and generate the report based on your requirements. 

3. Generating the "Product Min/Max Quantity Report" 

Refer to the image below for a description of the buttons and fields displayed on the screen.

                                                                                                                        Figure 1.1

Before generating the Product Min/Max Quantity Report, use the Filter Items drop-down to define which products should be included in the report. 
  1. Click the Filter Items drop-down. 
                                          Figure 1.2
  1. Select one of the following options: 
    1. Show All 
    2. Custom Filter

Option 1: Show All 

When "Show All" is selected, the report includes all products that have valid minimum and maximum quantities configured for the selected locations. 
  1. Select "Show All" from the Filter Items drop-down. 
  2. Choose the required store locations or location groups using the No Filter Selected button. 
  3. Click "Generate." The report is displayed in the grid and includes the following information: 
    1. UPC 
    2. Item Name 
    3. Location 
    4. Min Quantity 
    5. Max Quantity 

                                                                                                              Figure 1.3
Notes
Note: The report only displays products that have a minimum and/or maximum quantity defined in the Products module for the selected location. Products with both values set to 0 are excluded from the report. 
You can also use the "Manage Favorites" option to save and manage frequently used report configurations. 

Option 2: Custom Filter

The Custom Filter option allows you to generate the report for a specific set of products based on selected filter criteria. 
  1. Select "Custom Filter" from the Filter Items drop-down. 
  2. Click "Manage." The Manage Filters popup window opens. 
                                                                                                             Figure 1.4
  1. Below is the detailed information for each field in the Manage Filters window: 
    1. Manage Filters Drop-Down: Select the saved custom filters from the Manage Filters drop-down (if any) and click "Apply" to apply the saved custom filter. The system will redirect you to the Product Min/Max Quantity Report home screen. Click "Generate Report" to generate the report for the selected filter. Clicking the "Manage Filters" button will also open the list of saved custom filters.  
    2. Parameter Tabs: You will see the following tabs: UPC, Department, Category, Brand, Manufacturer, Tag, and Department Tag. Select the required tab, i.e., "Manufacturer," to create or apply a custom filter specific to the selected manufacturers. 
    3. Search: Use this Search box for a specific result. 
    4. Match All Filters drop-down: Use the Match All Filters filter to decide whether or not the Manage Filter screen data matches all applied filters. 
    5. Results: Here, you see the relevant list of data for the selected tab. For example, if you have chosen the "Department" tab, it will show the list of all departments. You can search for a department-specific menu in the "Search" bar. 
    6. Checkboxes: Select the required products by checking the appropriate checkboxes. 
    7. Arrow: Click the green Arrow button to move the selected records to the Selected List Area. 
  2. Once you set up the custom filters, click "Apply."
  3. Click "Generate."
The report is generated based on the selected filter criteria and displays the corresponding minimum and maximum quantity settings for the matching products. 

Report Result Scenarios 

The results displayed in the Product Min/Max Quantity Report vary based on the selected Filter Items option and the location selection. 

1. Show All with No Location Filter Selected 
When "Show All" is selected and no store or location group is selected, the report displays all products that have Min/Max quantities configured. Results are shown separately for each location where the product has Min/Max values defined. 

2. Show All with Location Filter Selected 
When "Show All" is selected and one or more stores or location groups are selected, the report displays all products with configured Min/Max quantities for only the selected locations. 

3. Custom Filter with No Location Filter Selected 
When "Custom" is selected and specific products are chosen through the Manage Filters window, but no store or location group is selected, the report displays the selected products across all locations where Min/Max quantities are configured. Results are shown separately for each applicable location. 

4. Custom Filter with Location Filter Selected 
When "Custom" is selected and one or more stores or location groups are selected, the report displays only the selected products for the selected locations. 
Notes
Note: The Product Min/Max Quantity List Report is also available to users logged in through the Employee Portal. This report allows employees to view the minimum and maximum order quantities configured for products at the selected locations. 

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