by susie.sargent
12. January 2010 12:17
You can see the inventory you have in your laydown yard or at a job site at any time by selecting the location you want to view and the Materials tab.
If you want an inventory report for one or more locations, you can create a Quantity Pivot.
| First select the location you want to view in the organization tree. If you want to see just one job site, select it in the organization tree. If you want to view multiple job sites, select your Company. |
| On the Materials tab, under Reports, select Quantity Pivot. |
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If you selected your company in the organization tree, all locations will be included in the report by default. To filter the locations included in the report, move your mouse over the Location button and click on the funnel icon in the right corner. Check/uncheck job sites you wish to include.
Customize the report to your needs. To view quantities on rent, drag the On Rent control to the Grand Total column. If you also wish to see equipment for rent (at the branch office/laydown yard), drag the For Rent control here, too.
You can also remove a field you don’t want to include (such as Location Type) by selecting it and dragging it to the top of the window next to the other, unused controls.
Next click the Print Preview button in the upper left of the window to view and format, save or email your report.
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