Monday, August 17, 2020

Drag & Relate Tool Inventory Module (Warehouses 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 third tab in this module is the warehouses Tab. Users can leverage this tab to create an ad hoc report in which the list of all Warehouses  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: - 

  • Warehouse Code

  • Warehouse Name

The user has the option to open the Warehouse setup window directly from the report by pressing the golden drill down arrow. This option is available for every single Warehouse Row that is listed in the report.  


The Warehouse Code field 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 report. For example, if you would like to get the list of all sales orders created for items for a specific warehouse , what you should do is select that warehouse code from the list of all warehouses, click on the group name field till it 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 Warehouse Code as selection criteria are: -

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

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

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