V9 - Items in bins report
Use case
The Items in bins report (Operations > Reports > Inventory > Items in bins) shows a list of items, the bins where they are stored, and their on-hand quantities at a bin-tracked location.
While the basics for running any report in SOS Inventory are covered in Reporting introduction and Running a report, the filters, options, and columns specific to the Items in bins report are explained below.
Filters
As of date.
- Relative/Absolute toggle. Used for customized and scheduled reports.
- Relative automatically recalculates the date whenever the report is reopened or run. It must be used in tandem with the Quick date selector, which assigns a general time frame (e.g., Today, Yesterday, Start of last week, End of last month, etc.) instead of a specific date.
- Absolute, the default, keeps the exact date.
- The system automatically populates the current date in the date field by default. You can change specific dates manually according to the Date format established in your User settings (either MM/DD/YYYY or DD/MM/YYYY), or by using the Calendar (event).
- Even if you are not creating or running a customized or scheduled report, you may find it more convenient to use the Quick date selector, which assigns a general time frame (e.g., Today, Yesterday, Start of last week, End of last month, etc.) instead of a specific date.
Bin tracked locations. Select All or individual locations. All is the default. Multiple individual locations can be selected.
Categories. Select All or individual categories. All is the default. Multiple individual categories can be selected. To use this filter, categories must be defined in SOS Inventory.
Item name contains. Type all or part of an item name to display matching items.
Bin number contains. Type all or part of a bin number to display the items it contains and their quantities.
Vendor. Choose the preferred vendor, as denoted in item definitions, from the dropdown.
Options
Include archived items. SOS Inventory does not include archived items in reports by default. Check this option if you want archived items to be included when you run the report.
Show "as of" date. If checked, shows the at the top of the report, based on your As of date filter. The date appears when Display is selected under Retrieve your report. If the report is retrieved by Email or Download, the As of date will appear only if you print your spreadsheet. If a header is also entered for the report, the date will be displayed below the header.
Header. Enter header text for the report, if desired. The header appears when Display is selected under Retrieve your report. If the report is retrieved by Email or Download, the header will appear only if you print your spreadsheet.
Footer. Enter footer text for the report, if desired. The footer appears when Display is selected under Retrieve your report. If the report is retrieved by Email or Download, the footer will appear only if you print your spreadsheet and will display above the system-generated text, Report Generated [date] [timestamp].
Columns
The default columns for the Items in bins report are Name and Description.
Fourteen additional SOS column options are available, as well as any custom fields you have defined for items.
Sample Items in bins report
The sample Items in bins report below did not specify any filters or options. Columns are the defaults (Name and Description), and SKU was also added. Location, Bin, and Quantity are built into the report.
The Items in bins report is organized by items, in alphabetical order. Columns are sortable.
.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8zNTgzMi80NTU1Ni9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNi8yMDI2LTA3LTE3XzEwLTM4LTI5X0l0ZW1zX2luX2JpbnNfcmVwb3J0KDEpLmpwZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc5MjY5OTEyMH19fV19&Signature=QDQkYB32-4aSMvZNdThSslXvgFZoDcGfDl47QC4ySo2Xo-7bItYVotH4uixejePf4cFEDI~MgPoqrDURsBfg3aIC~vXK9iqsChz0xc4eLd~1vjKdJKH4grWguL2uCjaQLYHlrj5KUFBiFUH8vim4gTMrbtVlzPvaeS04mwKkuWfSZHGks4HRl7aYUULxs8A3~JUu2U7piac0-v2HD33RWljkXdSSOA18ppEEYb6Mjkye4y0qjEbGtEJkwwWOUvbWmAHq7xZ9tub8gZ1MKDlWOKDJwz0ftx0qbsROOMDSSsPrCl0LQ4irdi4spOXyzl7Fyy1AvO6euMcD02ZXEdX1NA__&Key-Pair-Id=K2TK3EG287XSFC)
Notes
If you want to see all items grouped by bin, click on the Bin column. This mimics the Bin contents report (Operations > Reports > Inventory > Bin contents), without the limitation of having to select only one bin-tracked location.