Serial Inventory report

About the report

This report details all of your serialized store inventory.

Select Detail to include specific inventory items for each category and subcategory. Totals include: quantity, item depreciation, retail price, our price, cost, profit margin, number of items reserved, and if the item is new or used. This is the default selection for this report.
Select Totals to include high-level total values for each category and subcategory. Totals include: quantity, item depreciation, retail price, our price, cost, profit margin, number of items reserved, and if the item is new or used.
Select Grand Totals to include high-level total values with no category or subcategory detail. Totals include: quantity, item depreciation, retail price, our price, cost, profit margin, number of items reserved, and if the item is new or used.

Run the report

On the Report Catalog window - Inventory tab, select Serial Inventory.
Click Run. The Serial Inventory window displays.
Enter your report parameters in the Category, Sub Category, Selection Code, Region, Location, Manufacturer, Model, and Primary Vendor boxes.
Select and clear check boxes to further narrow the report results, such as to include new and used items but exclude contracts and approvals.
Select an option to include or exclude leased inventory or to report only on leased inventory.
Select the desired report detail level.
Select to include cost, weighted cost, or no cost.

Hint: To save your report settings, right-click on the window and select Save New Report Preferences. The next time you run the report, you can right-click on the window and select the saved preferences without re-entering all of the report criteria.

Click OK. The Select Output Destination window displays.
Select your desired output destination and click OK. The report is sent to print preview, a printer, a file location, or email, depending on your report output selections.

Diagrams

The following thumbnail illustrates the Serial Inventory report. Click the thumbnail to view an interactive image.

Helpful links

AIMsi Online Help Version 11.0 ◊ Last Updated 6/22/2020
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