Go to REPORTS Tab and choose the Item Analysis Report under the Daily Reports list .
- Choose the date range from the date picker.
- From Transaction Type, choose an Individual Item or Select all for a Report of all items.
- Generate Report in HTML, EXCEL or CSV
See an example: Item Analysis Report.pdf
The Item Analysis Report displays all of the Inventory Items sold in "Add Charge" OTHER than Room Rent in a chosen date range.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.
Total QTY (quantity) of Items to be fulfilled (or sold) can be run for multiple days or a single day only. 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.
Note that the date posted on the Charge affects when the Item will be picked up. For example, one can sell an Item today (via 'Add Charge' to a folio), January 12, 2011 and have the date tracked as March 23, 2011 on the Folio so that that particular Item will appear on the Item Analysis report for when it's actually 'required' to be used - March 23, 2011. Thus, if an Item is future-dated, that item is considered a 'current liability' to be sold/fulfilled at a future date and is not reported on the date for today, January 12, 2011.
Note, however, that any Payment for the Charge is always 'now' (will appear on the Transaction report when payment is posted) and cannot be future-dated. So don't get confused with charging for an Item and paying for it.
Learn about the Advanced Charges Report (tracking what Charges are to be delivered in the future) by reading this article: https://support.bookingcenter.com/index.php?/Knowledgebase/Article/View/491.
Learn about editing the date a Charge is to be 'fulfilled' so that it appears properly on the Item Analysis report in this article: https://support.bookingcenter.com/index.php?/Knowledgebase/Article/View/476.
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