Item/Service List

Report Module Guide: Item/Service List Report (Item Master Report)

Module Location

Inventory > Reports > Item/Service List

Module Objective

The Item/Service List Report module is used to generate a master list report of all items registered in the system. This report provides a comprehensive view of each item, including basic details, cost information, and price.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

Here is an explanation for each parameter:

• Location:

  • Filter the report to display items that exist in a specific location or warehouse.

• Item/Service Category Type:

  • Select the main category type you wish to display, for example, FINISHED GOODS.

• Status:

  • Check the appropriate boxes to filter items by their properties: Purchase, Sell, or Inventory.

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the parameters you need, such as the Location and Category Type.

Step 2: Generate the Report

After all parameters are set, click the [Print] or [Export to MS Excel] button at the bottom.

3. Reading the Report (Report Content)

The generated report is a complete list of all master items that match your filters.

This report displays important details such as:

• Item/Service Code and Name.

• Current Value: The total value of the existing stock.

• Costing Method: The inventory valuation method used (e.g., AVG).

• Purchase and Sales Details: Shows information on the last purchase price and a breakdown of selling prices (for example, for Retail, Store, Distributor).

Tips & Important Notes

• This report is the printed or exported version of the master data managed in the Item/Service List module.

• Use this report for auditing master data or for distributing the product and price list to the sales team.

• This is a fundamental reference report that is crucial for almost all departments, including Purchasing, Sales, Warehouse, and Accounting.