Inventory Reports Guide
Objective: To display inventory reports, with the ability to filter by product or branch and export the report in PDF or Excel format.
Steps to view inventory reports: #
Step 1: Accessing the Reports menu
From the main interface, scroll down the page slightly, then click on the “Reports” icon.
Step 2: Open Inventory Reports
From the Reports menu, select “Inventory Reports.” The Inventory Report screen will appear immediately, displaying all available data.
Step 3: Filtering Data (Optional)
If you wish to view a specific report, use the available “Filter” options, such as:
- Category
- The Product
- The Branch
After selecting the filter options, the report will update automatically.
Step 4: Print or export the report
Scroll to the bottom of the page, then select:
- Print: To obtain a hard copy.
- Download PDF: To save the report in PDF format.
- Download Excel: To save the report as an Excel file on your device.
✅ Additional tips: #
- Use filtering to obtain accurate reports for a specific product or branch.
- Review the numbers before printing or exporting.
