Drag & Relate Tool Inventory Module (Items Tab)

The Inventory Module in Drag & Relate tool is an effective way in which the user can create ad hoc reports that are related to sales and purchase items. The First tab in this module is the Items Tab. Users can leverage this tab to create an ad hoc report in which the list of all items created in your system appear just by double clicking on the tab. In addition, the user can further drill down into the report using the filter option present in the bottom right corner.  Some of the fields that are available as standard in the report are: - 

• Item No.

• Item Description

• In Stock

• Quantity Ordered by Customers

• Quantity Ordered from Vendors

The Item No and Item Description fields can be further used to create reports of numerous permutations and combinations. The user must drag and drop the selected code or name onto any other desired business process information tab under the drag and relate tool to create an ad hoc. For example, if you would like to get the list of all sales orders created for a particular item, what you should do is select that item no. or description from the list of all items, click on the item no. or item description till the field is highlighted and then drag and drop the field onto Sales Order tab under the same Drag & Relate tool to generate the desired report. Similarly, the user can create dozens of other ad hoc reports by simply dragging and dropping. Some of the other business process tabs that can be used to generate ad hoc reports using Item No and Item Description as selection criteria are: -

• All Tabs Under Sales Module (under Drag & Relate Tool)

• All Tabs Under Purchase Module (under Drag & Relate Tool)

• All Tabs Under Production Module (under Drag & Relate Tool)

• All Tabs Under Service Module (under Drag & Relate Tool)

• All Tabs Under Inventory Module (under Drag & Relate Tool)