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eWinery Inventory Reports

Instructions to complete the Inventory Summary and Inventory Transaction reports in eWinery

Inventory Reports

The following are the different types of Inventory reports available:

Inventory Summary

Inventory Transactions



Inventory: Summary

1. Click the Reports icon on the Admin Panel. In the menu bar, click Inventory, and the Inventory Reports page appears, with Inventory Summary chosen by default.

2. Choose a Product Type from the drop-down list, or All Product Types.

3. Choose Format from the drop-down list:

    • Flash Paper - The report will appear in the right pane of the screen.
      • If you require information on using the Flash Paper icon toolbar, click here.
    • PDF - The report will appear in the right pane of the screen.
      • If you require information on using the PDF icon toolbar, click here.
    • Excel - The file is downloaded. You will see a prompt question whether you wish to Open, Save, or Save as.
      • In addition, if you Open the file for viewing and later wish to Save it, you can do so at that point.

4. Once you have entered your criteria, click Search. The report will appear or be generated as described above for the chosen format.

Inventory: Transaction

1. Click the Reports icon on the Admin Panel. In the menu bar, click Inventory, and the Inventory Reports page appears. Click on Inventory Transactions.

2. Type in a Product. It may be a partial phrase, such as "red wine".

3. Choose a Product Type from the drop-down list, or All Product Types.

4. Enter From Date/To Date: Use these fields together to search within a date range. Enter date format as MM/DD/YYYY.

5. Choose Format from the drop-down list:

    • Flash Paper - The report will appear in the right pane of the screen.
      • If you require information on using the Flash Paper icon toolbar, click here.
    • PDF - The report will appear in the right pane of the screen.
      • If you require information on using the PDF icon toolbar, click here.
    • Excel - The file is downloaded. You will see a prompt question whether you wish to Open, Save, or Save as.
      • In addition, if you Open the file for viewing and later wish to Save it, you can do so at that point.

6. Once you have entered your criteria, click Search. The report will appear or be generated as described above for the chosen format.