Add Quantity and Location to Item Quick Report

Enhancement Voting
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Name of Feature/Request: Add a quantity and location column to the Item Quick Report

What financial, time savings, or quality of life improvements will occur with this: This would simplify tracking the movement of material by putting more information in one spot

Attempted solutions so far: Opening each individual transaction on the Quick Report

Digging deep - Any additional Why behind this request / How was this accomplished before Striven: In QuickBooks the default quick report included the quantities.

3 Answers

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Which report are you referring to in Striven as the ‘Item Quick Report’? I know what it is in Quickbooks, and there are a few ways to get that report, but which one is best depends on when/how you’re trying to access the info.

I am referring to the Item Quick Report that you can get to by selecting the hamburger menu to the left of an item in the Item list.

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The struggle with coming from an accounting software platform to a full ERP, especially from QBs to real software, is that accounting packages force you to go to one place for any information. An ERP lets you get important information where you most likely need it.

For example, in this case, you’re used to needing to perform a full item search to get to an item, or list of items, in order to know anything about any item. In Striven, that data lives where it’s used.

On the sales side, if you’re creating a sales order (that’s probably the hardest one to get past coming from QBs where estimates and orders are two different documents) every item added has the movement tracking already baked in.

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After you’ve added an item, you can check the quantity available by selecting the location. It will show the quantity available in all locations. If you don’t have enough of that item, you can select the number in the Qty Available column to see a full report on that item with Qty on Hand, On SO, On PO, Available, etc… If you’re looking for item-specific information, vs inventory, you can select the item name to get the item data table.

POs have the same functionality for the operation side. But the data table you’re used to seeing in QBs is called ‘Stock Status’ or ‘Inventory Valuation’ within the Striven Reports menu, depending on whether you’re looking for operations reasons or for accounting.

If you’re looking for quick reference inventory reports, for example I want to see a list of all of the electric fireplaces we have in stock every Monday so I know what to sell that week, it’s easier to create a custom report and stick it on a dashboard, or have the report emailed each week. I have the same type of report for all types of appliances, and the reports are added to our Vendors menu and I have a dashboard called ‘In-Stock Equipment’, based on our A, B, C, and D ranked equipment, for easy access for everyone.

It takes getting used to having what you need, when and where you need it, but once you do, it’s fantastic. I rarely go to the ‘item list’ because I only go there to hit the ‘Import’ button when I need to update pricing.

I appreciate your input. See my reply below for why I think having Location and Quantity on the Quick Report would still be helpful.

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I do use the location on SOs to check quantities at times, though

  1. it did lead to quite a bit of confusion in our company at first until we realized that the quantities were based on the date of the sales order, so when checking quantities while viewing an SO from the past people were not seeing current quantities and

  2. I am often looking at the status of items outside of a particular sale, so having to add a new SO and then add the item just to be able to view the available quantities broken down by location feels cumbersome (we’ve created a number of customer reports to get around this).

However, my main reason for wanting the quantities on the Quick Report is because I am trying to do multiple things all at the same time - track the movement of material between our locations so I can see if we should be adding stock to a location, track total sales for the year to forecast what we’ll need for the upcoming months, identify an error in one of our monthly physical inventory counts, etc. A lot of those things I can do in different places (existing reports in Striven, custom reports) but I have to look in multiple places to create a whole picture and that makes inventory management difficult. So having just two more columns of data on the Item Quick Report (and also being able to export the report), where all of the sales and transfers and item builds are already consolidated, would greatly simplify my job.