Report Title: Latest Item Price
Category: General
Available to: All users
Pricing Package: Basic
Overview
The Latest Item Price report returns a list of items purchased in a selected time period with the last purchase price.
Inventory users commonly use this report to run quick inventory counts and to get a snapshot of total Inventory $ on hand.
Dashboard View
Filters
Filter | Meaning |
---|---|
Group | Group of locations to run the report on. To run the report on all locations, leave this blank. |
Location | To run a report for a single location, select the location's Group, and choose the location from the dropdown. |
Invoice Date Range | A date must be selected, so either choose a pre-filled Date Range including today's date, yesterday, the last 7 days, month to date, last 30 days, last 3 months, last 1 year, or a custom Date Range. |
Invoice Date | Mandatory date field that is pre-populated if a Date Range is selected, or can be manually populated by entering a start and end date. These dates are inclusive, meaning 06/01/19 will return data from June 1st as well. |
Vendor | To view invoices from a particular vendor |
Pre-populated with the user's email address. Additional emails can be included by appending other comma-separated emails. |
Data
Column | Meaning |
---|---|
Vendor | Vendor, as it's read on the invoice |
GL Account | GL Account that the item is mapped to |
PIQ ID | Plate IQ ID for this item. Since not all items have SKUs, you can use this ID as a primary key for the item for your reporting needs |
SKU | SKU (Stock Keeping Unit), as it's read on the invoice |
Item Name | Item name, as it's read on the invoice |
Pack Size Label | Pack Size Label, as it's read on the invoice |
Unit Name | Unit, as it's read on the invoice |
Invoice Date | Invoice date, as it's read on the invoice |
Price | Price, as it's read on the invoice |