📈 Using the Item Details Report

Generate a detailed breakdown of your product data, including pricing, tax settings, promotional values, and GP%. This report can also display purchasing activity over a specified date range.

Open the Item Details Report tool

In Convenience, go to the Printing tab and select Item Details Report.

Configure your report

You can customise the report with the following options:

Item Type, Status, and GP Filters

• Choose item types: Host, Direct, or InStore (or any mix)

• Select item status: Active, Inactive, or Both

• Optional GP filters can be applied here

GP %, Item Number Range, or Description Range

• Limit the report to a specific GP% range

• Or specify a range of item numbers or descriptions

Date Range (for Purchase Report)

• Only used if generating a Purchase Report

• Set a date range to filter purchase activity

Optional Filters

• Filter by Department, Sub-Department, Group, Supplier, or specific Items

• If generating a Purchase Report, you can also filter by Document Status/Type
  
  

Choose the report format

Report Type

• Select what kind of item data you want to display (e.g. general details or purchase-based)

Cost/Sell Mode

• Choose to show Normal or Current pricing (includes promo pricing)

Report Order

• Choose how the data should be sorted (default is Dept/SubDept, based on their numeric codes)

Extra checks (optional)

The bottom section includes report flags to help you identify items with potential setup issues that may require attention.

Generate and export the report

When ready:

• Click Preview to generate the report

• You can then Print or Save it

• Click Close when finished