Generate an Inventory Allocations Report

The Inventory Allocations Report offers a valuable overview of inventory allocations across various Job Projects. It plays a crucial role in resource management and planning by ensuring that inventory is properly tracked and utilised. The steps are as follows:

  1. Navigate to Job Projects Mode > Job Projects Inventory > Job Projects Inventory Reports and then select the Allocations item. Sapphire one will display the Allocate Inventory Reports print dialogue alert.
  2. Select the criteria for the report as listed below.
    • Print Destination – From this drop down menu select from Printer through to Labels.
    • Report Type – There are two options, Basic Details, and Audit Style.
    • Report Sort Order – The user has two options from by Project and by Inventory.
    • Report Selection – This is a very important menu as the user has a selection of three drop down menus to select from.
  3. Checking – Check and review all of the options you have selected from the four menus above.
  4. Printing – Click on the blue Print button to view the Inventory Allocation report.

For more detailed instructions, please refer to the Job Projects Mode > Job Projects Inventory > Job Projects Inventory Reports > Job Projects Allocations Report.

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