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The Item Analysis Report displays all of the Inventory Items sold in "Add Charge" (OTHER than items in the Inventory Group "Room Rent") in a chosen the selected date range, which means the 'Hotel System Date' that is viewed on the Folio. The Report includes the Booking #, Room, Folio Name, Item, Date, User, QTY, Extended Price. The Report is categorized by Inventory Group which can be setup in SETUP | PARAMETERS | INVENTORY GROUPS. There can be as many Inventory Items and Groups as needed. See Inventory Items The Report can also be used to track and report on Inventory Items that have a zero dollar value. This is useful for tracking items that need to counted for Housekeeping or Front Desk needs. If further detail is needed on any category, then use the Transactions Report and select the "Transaction Category" in the drop-down menu and use the same date range to get a detailed list of transaction in that category. You can also leave the drop down on "Select from list" for a list of all transactions during the time frame. Note: Items can be charged for future dates, such as check-in date, so that the item charge on the folio coincides with the booking dates or to use the Item Analysis Report to plan for items that need to be ready for upcoming guest bookings. For example, a guest orders flowers and you need to know which bookings for the upcoming week to order flowers for. Learn how to post charges to the folio on dates in the future, see Advanced Charges to Folio All advanced charged can also be tracked in the Advanced Charges Report (tracking what Charges are to be delivered in the future) |
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- Go to REPORTS | DAILY REPORTS | ITEM ANALYSIS
- Click on Item Analysis Report
- Choose Date: Choose a single date or date range. I.e. for a single date choose Dec. 1, 2015 and Dec. 1, 2015 in both the start and end dates.
- Transaction Type: Choose Choose an Individual Item or Select all for a Report of all items.These types are categorized by Inventory Group which can be setup in SETUP | PARAMETERS | INVENTORY GROUPS.
- IF you want to include $0 Inventory Items on the Report checkmark the box,"Include Zero Dollar Items:"
- Choose the report format: HTML, Excel or Text.
- Click Generate Report
The Item Analysis Report displays the following information:
- Booking: Confirmation #
- Room: Room assignment of Booking
- Folio: Description of Room Type. Folio # of booking
- Item: Name of GuestDescription of Item sold. These are items set up in Inventory Items. See Inventory Items
- Arrival: Arrival date of booking
- Departure: Departure date of booking
- * Date: Date the charge was added to the folio. Note: The 'Date' column shows what 'System Date' the Charge posting was made on (if set automatically) Or, if your property allows it, a future date might have been entered when the Charge was posted to a folio, and that future date will be the one listed under the 'Date' column.
- User: User id of person adding the charge to the folio.
- QTY: Quantity of items purchased.
- EXT: Extended price of items purchased and charged to the folio
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