Inventory Report

An inventory report shows a summary of all the items your business has at a specific time. It includes products available for sale, items on order, and materials needed for internal use.

How to Access the Inventory Reports

1. Go to the Reports module on the left-hand side.
2. Click on Inventory to see different report options:
   • Inventory Items by Warehouse
   • Stock Items Used
   • Warranty Expiration
   • Purchase Orders
   • Committed Inventory
   • Part History
   • Tool History

Inventory Items By Warehouse Report

This report helps you check inventory levels in different warehouses.

How to View This Report

1. Go to Reports Menu > Inventory > Inventory Items By Warehouse.
2. Select a warehouse or multiple warehouses.
3. Click Get Report to generate it.

Report Details

• Warehouse – Name of the warehouse
• Name – Product name
• SKU – Product code
• Type – Item category
• Sales Description – Product details
• Sales Price – Selling price
• Cost – Cost of the item
• Quantity on Hand – Available stock

Export & Customization Options

• Click Actions > Export to Excel to download the report.
• Click Configure Report Columns to choose which details to display.
• Click Add to Favorites for quick access later.

Stock Items Used

This report shows items used in jobs over a selected period (daily, weekly, or monthly).

How to View This Report

1. Go to Reports Menu > Inventory > Stock Items Used.
2. Select specific items and a date range.
3. Click Get Report.

Report Details

• Date – When the item was used
• SKU – Product code
• Name – Product name
• Description – Item details
• Quantity Used – Total used in jobs
• Serial Number (S/N) – Unique identifier

Export Options

• Click Actions > Export to Excel or Export to PDF to download the report.

Warranty Expiration

This report displays equipment with warranties that are set to expire within the selected date range.

How to View This Report

1. Go to Reports Menu > Inventory > Warranty Expiration.
2. Select a date range.
3. Click Get Report.

Report Details

• Name – Product name
• Serial Number – Unique identifier
• Install Warranty – Installation warranty status
• Manufacturer Warranty – Manufacturer warranty status
• Customer Name – Owner of the item
• Location – Where the item is installed

Export Options

• Click Actions > Export to Excel or Export to PDF.

Purchase Orders Report

This report provides details on all purchase orders.

How to View This Report

1. Go to Reports Menu > Inventory > Purchase Orders.
2. Select status (New, Sent, Partially Received, or All).
3. Select a date range.
4. Click Get Report.

Report Details

• Number – Purchase order ID
• Vendor – Supplier name
• Vendor Invoice Number – Vendor invoice ID
• Amount – Total cost
• Job # – Related job number
• Status – Current status of the order
• Due Date – Payment deadline
• Created By – Who created the order

Export Options

• Click Actions > Export to Excel or Export to PDF.

Committed Inventory Report

This report shows inventory items assigned to jobs or estimates.

How to View This Report

1. Go to Reports Menu > Inventory > Committed Inventory.
2. Select specific items or all items.
3. Select a date range.
4. Click Get Report.

This report is populated based on estimates created by office users that include various item types such as inventory, non-inventory, and equipment (with or without serial numbers). Only estimates marked as Won are included; those in Draft or Lost status are excluded. When an estimate is marked as Won and saved, the committed quantities initially appear under the Estimates column. Once the estimate is converted to a job and saved, the corresponding quantities are moved to the In Jobs column in the report.

Report Details

• Part # – Unique part number
• Name – Name of the item
• Serial Number (S/N) – Unique identifier
• Estimates – Quantity assigned for estimates
• In Jobs – Quantity assigned to jobs
• Available – Number of unassigned items

Export Options

• Click Actions > Export to Excel or Export to PDF.

Part History Report

How to View This Report

1. Go to Reports Menu > Inventory > Part History.
2. Select specific items or all items.
3. Click Get Report.

This report displays serial inventory items associated with scheduled jobs. When a job includes a serial item and is saved, dispatched, and marked as completed in OT, the item appears in the report with a linked Job #. Once the job is converted into an invoice, rerunning the report will also show the corresponding Invoice # linked to the same serial item.

Report Details

• SKU – unique code assigned to each product
• Part Name – Name of the parts
• Description – Item details
• Serial Number (S/N) – Unique identifier
• P.O. # – Related purchase number
• Estimate # – Related estimate number
• Job # – Related job number
• Invoice # – Related invoice number

Export Options

• Click Actions > Export to Excel or Export to PDF.

Tool History Report

How to View This Report

1. Go to Reports Menu > Inventory > Tool History.
2. Select specific items or all items.
3. Select a date range.
4. Click Get Report.

The Tool History Report in OT captures tool activity based on actions performed in the STM mobile app. When a field employee checks in a tool and syncs the app, the report displays the check-in details, including the captured signature, which can be viewed by clicking the signature icon. Similarly, when the same tool is assigned to a job, checked out with a signature in STM, and synced, the report updates to include the corresponding check-out details.

Report Details

• SKU – unique code assigned to each product
• Serial Number (S/N) – Unique identifier
• Name – Name of the item
• Employee – Name of the field agent
• Job # – Related job number
• Job Description – Details
• Check Out
• Check In
• Signature

Export Options

• Click Actions > Export to Excel or Export to PDF.

Need Help?

If you have questions or need support, contact your system administrator or customer support team for assistance.