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Create an Inventory Shortages Report

An Inventory Shortages Report provides a quick review of which parts need to be ordered. This guide will demonstrate how to generate an Inventory Shortages Report.

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  1. Navigate to Reports > Inventory > Inventory Shortages.
     
  2. Below are the available report criteria, make the appropriate selections using the drop down menu for each field
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    • Warehouse
      • Select which warehouse to populate the shortages report for
    • Preferred Vendor (optional)
      • Use this field to generate inventory shortages per vendor
         
  3.  Select  clipboard_e52fe40462b4881aec3f9d4e14fb93753.png

    The report populates based on selected criteria and is displayed above the report and is now available to be exported:
    clipboard_e38ae27ab2289eeee38b8b3a23f05e1fb.png


    To change any of the report criteria, select clipboard_edd27fde9067f2f76acac8033bf27ffec.png