Latest Item Price (Legacy)

Modified on Tue, 13 Feb 2024 at 03:36 PM

Report Title: Latest Item Price

Category: General

Available to: All users

Pricing Package: Basic


Overview

The Latest Item Price report returns a list of items purchased in a selected time period with the last purchase price.


Inventory users commonly use this report to run quick inventory counts and to get a snapshot of total Inventory $ on hand.


Dashboard View




Filters


FilterMeaning
GroupGroup of locations to run the report on.  To run the report on all locations, leave this blank.
LocationTo run a report for a single location, select the location's Group, and choose the location from the dropdown.

Invoice Date Range


A date must be selected, so either choose a pre-filled Date Range including today's date, yesterday, the last 7 days, month to date, last 30 days, last 3 months, last 1 year, or a custom Date Range.
Invoice Date
Mandatory date field that is pre-populated if a Date Range is selected, or can be manually populated by entering a start and end date.  These dates are inclusive, meaning 06/01/19 will return data from June 1st as well.
VendorTo view invoices from a particular vendor
EmailPre-populated with the user's email address.  Additional emails can be included by appending other comma-separated emails.

 


Data


ColumnMeaning
Vendor
Vendor, as it's read on the invoice
GL AccountGL Account that the item is mapped to
PIQ IDPlate IQ ID for this item.  Since not all items have SKUs, you can use this ID as a primary key for the item for your reporting needs
SKUSKU (Stock Keeping Unit), as it's read on the invoice
Item NameItem name, as it's read on the invoice
Pack Size Label
Pack Size Label, as it's read on the invoice
Unit NameUnit, as it's read on the invoice
Invoice DateInvoice date, as it's read on the invoice
PricePrice, as it's read on the invoice


Sample



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