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Par Level Report

The par level report can be generated via the Dashboard module.

Click create to generate the report.

The report can be downloaded as a CSV file or viewed on screen.

Generating par level reports.

Par Level Report Columns

SKU

The catalog SKU.

Name

The SKU name.

Par Level

The current par level as entered for the SKU.

See Adding Catalog Items for info on how to set par levels.

Par Unit

The unit of measure for Par Level.

In Stock

The amount in stock.

This is calculated as a sum of the lots received in inventory.

Note: It does NOT include lots where the in stock inventory unit does not match the Par Unit.

This amount DOES include inventory that is still in quarantine.

Stock Short

How many units need to be ordered to bring inventory back up to par level.

This is calculated as Par Level – In stock amounts.

Stock Wrong Units

The number of lots marked as in stock where the unit does not match the unit set on the par level for the SKU.

For example, if the par level is set to 12 each the report will only count inventory that was received as “each”. If one of the orders was received as “liters” the received amount is not included in the “In Stock” column and the wrong units count would show a count of 1 for “1 lot not included in the total inventory in stock”.

On Order

How many units have been ordered but not yet received.

Order Wrong Units

The number of lots ordered where the ordered unit or receiving unit does not match the unit set on the par level for the SKU. Similar to In Stock Wrong Units.

Order Short

How many units need to be ordered to bring inventory back up to par level with currently on order, but not yet received included in the calculation.

This is calculated as Par Level – In stock – On Order amounts.

Par Level Report

Par Level Color Coding

When viewing the report the rows will be colored depending on the severity of a par level shortage.

Yellow lines highlight items where the amount in stock is below par level but pending orders will meet or exceed the par level.

Red lines highlight items where the amount in stock plus the amount ordered is not sufficient to meet par level.

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