Welcome to our Knowledge Base
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System Settings
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- Upload User Accounts
- User Accounts
- Upload Students
- Upload Students (Video)
- Upload Student Pictures
- User Permissions
- Manage Family and Guests
- Mass Updates
- Manage Students
- Microsoft Single Sign-On (SSO)
- Preparing for Next School Year
- Printer Setup - 3" Thermal (Windows)
- Printer Setup - 3" Thermal (Mac) **Advanced Setup**
- Printer Setup - 3" Thermal Network (Mac) **Advanced Setup**
- Google Single Sign-On (SSO)
- Classlink
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Store
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- Changing Payment Type After Transaction has Completed
- Creating a Transaction
- E-mail Receipts
- Exporting Ticket Sales from Store to Ticketing for Checkin
- Modify Transaction - Post Sale
- Payment Type
- PAX Credit Card Reader Setup
- Portal Purchased Product Pickup and Reports
- Product Buttons
- Printing Receipts
- ProPay: How to Process Credit Cards
- ProPay: How to Void a Transaction
- Scanning a Student ID
- Returns
- Reprint Receipt and Resend Receipt by E-mail
- Student Credit
- Student Credit - Credit Refunds
- Discount Options
- Convenience Fee
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- Family and Guest Management
- Manage Spirit Points
- Manage Students
- Manage Family and Guests
- Mass Updates
- Student Credit
- Student Credit - Credit Refunds
- Discount Options
- Student Type
- Managing Student Credit
- Student Spirit Points
- Upload Students
- Upload Student Credit
- Upload Student Pictures
- Upload Students (Video)
- Add Students
- Student Negative Account Balance
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- Accessing the Student Only Store Portal
- Accessing the Open Store Portal
- Configure your Portal and Products
- Family and Guest Management
- Google Single Sign-On (SSO)
- Family Portal
- ProPay (Heartland) Merchant Account
- Manage Family and Guests
- Microsoft Single Sign-On (SSO)
- Portal Purchased Product Pickup and Reports
- Convenience Fee
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- Accessing the Student Only Store Portal
- Accessing the Open Store Portal
- Configure your Portal and Products
- Cash Drawer (Connected to Thermal Printer)
- Cash Drawer (USB) Windows 10
- ProPay (Heartland) Merchant Account
- My Account
- PAX Credit Card Reader Setup
- Portal Purchased Product Pickup and Reports
- Product History (Link on Current Transaction)
- Product Agreement
- SFTP Automated Student Rosters
- School Logo
- Taxes
- User Accounts
- User Permissions
- Upload User Accounts
- Whitelist URL's
- Pay Open Invoice by Credit Card
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- System Settings Getting Started (Video)
- Mass Updates
- ProPay (Heartland) Merchant Account
- PAX Credit Card Reader Setup
- Google Single Sign-On (SSO)
- Microsoft Single Sign-On (SSO)
- School Logo
- User Accounts
- Preparing for Next School Year
- Remote Support
- Upload Student Pictures
- User Permissions
- Upload User Accounts
- Convenience Fee
- Classlink
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Voting
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- Adding an Election
- Adding Candidates
- Adding Officer Positions
- Adding Pictures and Biographies
- Archive and Retrieve Old Elections
- Create a Survey (Video)
- Election Layout Options
- Duplicate an Election
- Election Preflight
- Preview an Election
- Removing Candidates
- Using Video Biographies
- Write-in Candidates
- Rank Choice Voting
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- Configure the Student Login Page
- Hobbies and Biography
- My Account
- Notifications for Unsuccessful Student Login Attempts
- Require Student E-mail
- Require Change Passwords
- SFTP Automated Student Rosters
- School Logo
- User Accounts
- User Permissions
- Upload User Accounts
- Whitelist URL's
- Pay Open Invoice by Credit Card
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Ticketing
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Interventions
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- Bell Schedules
- Interventions
- Mass Updates
- My Account
- Printer Setup - 3" Thermal (Windows)
- Printer Setup - 3" Thermal (Mac) **Advanced Setup**
- Printer Setup - 3" Thermal Network (Mac) **Advanced Setup**
- SFTP Automated Student Rosters
- School Logo
- User Accounts
- User Permissions
- Upload User Accounts
- Whitelist URL's
- Pay Open Invoice by Credit Card
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Announcements
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Student / Family Portal
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Digital ID
Inventory Reports
In this article, you will learn about using the financial reports.
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By default, Inventory tab is selected. You can also navigate to On Hold By Item and On Hold By Student types of reports. Read below for more details.
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If you are looking for a particular record, then enter your keyword in the Search textbox to filter the results.
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The report shows information such as Product, Category and total purchased/sold items. Click on the Details button to view more information.
To access, click on the Reports button available at the top bar and select the tab for Inventory Reports.
Inventory Value
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Click Inventory Value
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Search for product, filter by category and set the date you want to find the value of your inventory on.
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The table will display each product, category, group (if assigned to one), unit cost which is calculated based on the most recent addition to your inventory, Inventory qty which is how many items you had on that date and the total value which is unit cost x inventory qty
Inventory Value Report will display what the dollar value of your inventory on a specific day.
On Hold By Item
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Select the Date Range option and choose the dates to run the Inventory for.
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The by date range option will add Starting Qty which is the quantity that was on the first date of your date range selection.
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The Ending Qty is calculated (Starting Qty – Purchased – Sold – Removed). Note that items sold but returned to inventory will be calculated back into the total. Also Ending Qty is the quantity at the end of the date range and might not match your current inventory.
Inventory can also be displayed by Date Range
On Hold By Student
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Select the tab for On Hold By Student.
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The report will display items on hold by student. In case items have been picked up, you can enter the Qty Picking Up in the textbox and click on the Picked Up button to save the changes.
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Select the tab for On Hold By Item.
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Select the Category from the dropdown list and click on the Submit button to retrieve the results.
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The report will display product(s) on hold along with Quantity, Unit Price and Sales.