Exporting Item List report to Excel
Hi All,
We've just upgraded to Premier from Plus - in the past when exporting this report (and others) the inventory comes across on a single line making it easy to sort and combine with other data...
Forum Discussion
Hi DaveKC , do you have multiple locations enabled?
Sorry Mike_James to be a pain but just following up on this one - any ideas?
Thanks!
Hi DaveKC , if this is the item list summary, because you are using multiple locations, it has to be grouped either by item or by location. Neither of those will show each product as a single line.
If this isn't the issue, can you post a PDF of a part of your report, with costs blurred?
Hi Mike,
Thanks for your reply!
And yes that is my issue - I'm trying to compare current stock levels (total, regardless of location) with sales over the previous 6 months (or whatever time frame). I've been able to run an inventory report and a stock report, export both to Excel and just 'merge' them reasonably easily.
With over 1500 SKUs I'de prefer not to need to manually enter the stock level for each item.
Any ideas?
Thank you!
Hi DaveKC , this is a possible workaround, which takes longer to describe than to do:
- Run the item list summary by location, and send to Excel (defaults to Sheet1)
Column B contains the item codes
Column E contains the quantities - Add a new worksheet, name it Summary
- Create a list of all your inventoried item codes, eg exporting the items to a file and open it in Excel, then copy the item code column
- Paste these item codes to the new worksheet in column A, starting in row 1
- In column B, create this formula:
=SUMIF(Sheet1!B:B,Summary!A1,Sheet1!E:E) ** Use the correct sheet name if different
and copy it down all the rows
This formula will look up the matching item codes in the report and sum the quantities - Now you have a worksheet with one row per code and a total stock quantity
- Run the item list summary by location, and send to Excel (defaults to Sheet1)
