Uncounted Definitions Report

Uncounted Definitions Report

Uncounted Definitions Report Overview

The Uncounted Definitions Report type will display a list of all the inventory definitions, regardless of whether a particular definition was used during a cycle count process or not. It helps you identify the used/unused inventory definitions during the cycle count process. This report lists cycle count definitions by location and the last count date/variance/counter.

1. Reaching the Uncounted Definitions Report  

To reach the Uncounted Definitions Report, follow the below steps:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Inventory Reports
  5. Step 5: Choose Uncounted Definitions
See Figure A. You will see many types of inventory reports that will be useful to your retail business. By clicking the "Choose Report" drop-down menu, you will see the different types of inventory reports.


                                                                                       Figure A

By clicking "Uncounted Definitions," you will be redirected to the "Uncounted Definitions Report," where you can see relevant filtering and sorting options. 


                                                                                   Figure B

2. Generating the Uncounted Definitions Report

To generate the "Uncounted Definitions Report," follow the steps below. (See Figure B above.)
  1. From the "Uncounted Definitions Report" page, you will see the "Choose Report" drop-down selection.
  2. By clicking the drop-down selection, you will see different types of inventory reports in alphabetical order.
  3. Search for "Inventory Reports" from the list and click on "Uncounted Definitions Report."
The following data gets fetched in tabular format when you click on the "Generate Report" button in the top right corner; the "Uncounted Definitions Report" will be displayed for the fields selected by default as highlighted in Figure C.


                                                                                               Figure C

Fields:

  1. Definition Name: This column will display the cycle count definition name.
  2. Location: This column displays the store location.
  3. Last Counter: This column displays the name of the person who performed the cycle count on the inventory definition.
  4. Last Count Date: In this column is the date when the last cycle count was done.
  5. Last Count Variance: This column defines the dollar amount that is counted as variance during the cycle count.

Filter Items:

  1. Show All: This option will show all the cycle count definitions' names, location, and last count date/variance/counter.
  2. Cycle Count Definitions: This option will show the selected cycle count definitions' names, location, and last count date/variance/counter.

                                                                             Figure D

3. Order By:

  1. Order By: Under this field, you can filter the definition report as "Definition Name" or "Last Counted."

                                                                              Figure E
  1. Definition Name: With this filter, the report displays the inventory definitions in the order of its name.
                                                            Figure E1
  1. Last Counted: With this filter, the report first displays the inventory definitions that were last counted in order.

                                                                    Figure E2

Group By:

Let's see how to check the uncounted definition data by grouping it into locations or inventory definitions.
You will see a "Group By Location" drop-down from which you can select either "Location" or "Inventory Definition" for grouping the report data. By default, the option "None" will be selected, which means the data will be displayed without any grouping.

                                                                                     Figure F

2. Checkbox Filters

  1. Exclude Counted in Last "X" Days: This is a checkbox filter that will exclude "x" days (the entered number of days) records from the report.

                                                                                     Figure G
  1. Exclude Never Counted: If checked, this filter displays the report without the "never counted" records.

                                                                                                   Figure H
To understand the reports with the above-mentioned filter better, compare Figure G with Figure C.
  1. Acceptable Days Since Counted: This is the value that is set in the Inventory Counts module.

                                                                         Figure H
The value of the "Acceptable Days Since Counted" field is set in the Inventory Counts for all the locations that will display the records of inventory definitions.

1.  Acceptable Days Since Days: This field will set the number of days that constrain the inventory definitions around cycle counts. By default, it is set for all locations. If the last date of the cycle count (when the cycle count is performed on inventory definitions) is less than the defined, then that inventory definition will appear in the report.

2. Location Assignment: Since the above rule is set for all locations, this option allows you to override the location along with the number of acceptable days. See Figure H.

                                                                            Figure I

Say you have defined the value of "Acceptable Days Since Days" = 10 days, then the report will display the list of inventory definitions with other information whose last date for cycle count is less than the defined number of days.
For example, see Figure I.

                                                                                 Figure J


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