MI047: Inventory Sales and Usage
The MI047 report shows the amount of product that were sold or used (in Employee Supply Usage) over the last 12 months.
Are Product Bundles included in this report?
Product Bundles do not appear as their own line items in the report. Instead, the products that make up bundles are counted and reported on. As a result of this a product's on-hand amount in Stock Levels may not always match the on-hand amount displayed in the MI047. For example, the Stock Levels screen may tell you that you have 3 of a particular product on-hand. But assuming that 2 of this product are already in an assembled Product Bundle, then the MI047 on-hand amount for that product will read 5 (3 on the shelf + 2 in Product Bundles).
Report definitions
The MI047 displays the number of units sold or used for each month over the past 12 months.
- MTD: The number of units sold or used this month.
- Model Qty: The product's Model Quantity as defined in Stock Levels.
- Order Point: The product's Order Point as defined in Stock Levels.
- On Hand: The product's On Hand quantity.
Setting up the MI047 report
- Type MI047 in the Convobar, or go to Meevo > Reports > Inventory, and then select the MI047 report.
- Include discontinued products: Includes any discontinued products in the report.
- Only display low inventory (current on hand is at or below order point): Displays products whose on-hand amounts are lower than or equal to their order points.
- Only display in-stock inventory (current on hand greater than 0) that has not been sold/used in the past 12 months: Displays products whose on-hand counts are greater than 0 and that have not been sold or used in the past year. This option is useful for identifying products that may be sitting on the shelf for too long.
- Sort report by: Choose to sort the report by Product Category or Manufacturer.
- All Manufacturers / All Product Categories / All Distributors : Use these multi-selectors to define which of those items to run for this report.
- Inventory Type: Select to display Retail items, Shop Supply items, and/or Misc. Supplies.
Running the report
- When you are ready to generate the report, select a Report Format beside the Run Report button.
- 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.
- 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.
- 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.