MI020: Inventory Count History

The MI020 shows inventory count history along with inventory loss/gain values. This report only displays Completed Inventory Counts.

How does Meevo calculate Inventory Value?

See our Inventory Value topic for details on the various ways Meevo assigns values to products that were added to or removed from your inventory.

Report definitions

Click here for details on each of the fields that appear in the MI020.Click here for details on each of the fields that appear in the MI020.

Total for Date Range table: 

  • Value Counted: Displays the total inventory value counted during the date range, broken down by inventory type (Retail, Shop Supply, Misc Supplies) and Totals. 
  • Loss/Gain: The total inventory value deducted (lost) or added (gained) as a result of all counts in the date range.

Summary Mode

  • Count Name: The name of the saved, completed count in Meevo.
  • Count: The total inventory value of the count.
  • Loss/Gain: The inventory value deducted (lost) or added (gained) as a result of the count.

Detail Mode

  • Product: The name of the product that was counted.
  • Manufacturer and Product Category are displayed according to what is in the product definition.
  • Counted By: This is the user who committed the count. This user also appears in the Owned by field of the Inventory Count search screen.
  • On Hand: The original on-hand amount.
  • Count: The new counted amount.
  • Diff: The difference between the original On Hand amount and the new Count amount.
  • Value Counted: Total inventory value of the counted products.
  • Loss/Gain: The inventory value deducted (lost) or added (gained) as a result of these products being counted.

To run the MI020 report

  1. Type MI020 in the Convobar, or go to Meevo > Reports > Inventory, and then select the MI020 report.
  2. Select a date or date range for running the report:
    1. To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
    2. Otherwise, select a predefined date or range (Yesterday, This Week, Last Week, etc.).

Note: If you select a predefined range (a date other than Custom), you can still change the Start Date and End Date. Doing so automatically changes the date range to Custom.

  1. Select a mode. Summary Mode displays only high-level details about each count, such as the value and loss/gain of the count. Detail Mode is a more in-depth look at each count; counts are broken down by each product counted and their manufacturer, category, on hand amount, and much more.
  2. Display Product Counts with Differences Only: Only includes product counts where the final on-hand amount differed from the starting on-hand amount. 
  3. Group Products Counted By: Group products by the date of the count, manufacturer, or Product Category.
  4. All Distributors: Select which distributors to include in the report. Deselect the All option to reveal a list where you can select individual distributors.

Running the report

  1. When you are ready to generate the report, select a Report Format beside the Run Report button.
  2. Here is a rundown of each format type:
    • PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.

      Note for viewing on iOS: If viewing a PDF on a mobile device running iOS, swipe from left to right on the screen to return to Meevo.
    • HTML: This is our original legacy format, which opens the report within Meevo. All of the functionality within that report is still there and available via the toolbar.

    • XLSX: Each time you select Run Report, your browser auto-downloads the report in .xlsx format. Select the downloaded file in the browser footer to open the spreadsheet.
  3. Select Run Report to generate the report in your chosen format. Depending on the type of report and criteria you entered, this process may take a few minutes.