Overview

This article explains how to access and use the Items to Order and Receive report. It walks you through its main features and shows how the report can help you manage purchasing and inventory more efficiently — by identifying what needs to be ordered and tracking what’s expected to arrive.

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Step-by-Step Guide to Accessing the Items to Order and Receive Report

iVendNext’s Items to Order and Receive report provides a comprehensive view of purchase requests, helping you monitor the status of items from the moment they are requested to the time they are received. 

1. Navigating to the Items to Order and Receive Report

To access the Items to Order and Receive report, follow these steps:

1. Go to the Home Dashboard: Log in to your iVendNext account and navigate to the Home dashboard.

2. Select the Buying Module: From the Home dashboard, click on the Buying module.

3. Locate Key Reports: Under the Key Reports section, click on the Items to Order and Receive shortcut.

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2. Understanding the Report Layout

Once you’ve accessed the Items to Order and Receive report, you’ll see a detailed breakdown of all purchase requests. The report is divided into several key sections:

Filter Toolbar: 

Allows you to customize the data displayed by selecting specific time periods, items, or request statuses.

Chart Section: 

Provides a visual representation of the data, such as bar charts or line graphs, to help you quickly identify trends.

Data Table: 

Displays detailed information about each purchase request, including item details, request status, and delivery status.

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Key Features of the Items to Order and Receive Report

1. Purchase Request Tracking

The Items to Order and Receive report allows you to track the status of purchase requests from initiation to fulfillment. Key statuses include:

• Pending: The purchase request has been created but not yet processed.

• Ordered: The items have been ordered from the supplier.

• Received: The items have been delivered and received.

This tracking helps you ensure that purchase requests are processed efficiently and that items arrive on time.

2. Item-Level Insights

The report provides detailed insights into the items that need to be ordered and received, including:

• Item Quantity: The quantity of each item requested.

• Requested By: The person or department that initiated the purchase request.

• Warehouse: The location where the items are needed.

This information is invaluable for inventory management and ensuring that the right items are available at the right time.

3. Customizable Visualizations

The chart section of the report is highly customizable. You can switch between different chart types (e.g., bar charts, line graphs) to best represent your data. This flexibility allows you to tailor the report to your specific needs.

Important Sections to Highlight

• Filter Toolbar: This section allows you to customize the data displayed in the report. Use it to focus on specific time periods, items, or request statuses.

• Chart Section: The visual representation of data makes it easier to identify trends and patterns at a glance.

• Data Table: For a detailed breakdown of each purchase request, refer to the data table. This section provides precise numbers and metrics.

How to Use the Items to Order and Receive Report for Effective Inventory Management

1. Regularly Review the Report

Make it a habit to review the Items to Order and Receive report regularly. This will help you stay on top of purchase requests and ensure that items are ordered and received on time.

2. Use Filters to Focus on Specific Data

The report allows you to filter data by various criteria, such as:

• Item: Track the status of specific items.

• Request Status: Focus on pending, ordered, or received items.

• Warehouse: Monitor purchase requests for specific locations.

Using filters can help you focus on the most critical aspects of your inventory management process.

3. Take Action Based on Insights

Use the insights gained from the Items to Order and Receive report to:

• Follow Up on Pending Requests: Ensure that purchase requests are processed promptly.

• Monitor Delivery Status: Track the status of ordered items to ensure they arrive on time.

• Optimize Inventory Levels: Adjust inventory levels based on the status of purchase requests and delivery timelines.

Pro Tip: Regularly review and update your Items to Order and Receive report to ensure it reflects the most current data. This will help you identify trends and take proactive steps to improve your inventory management process.