Effectively managing inventory levels and costs means effectively managing cash flow. With Cougar Mountain Inventory, owners and managers no longer have to guess about inventory status.
Use LIFO, FIFO, standard cost, or weighted average costing methods for inventory valuation
Use the Global Price Change feature to select a range of stock numbers and increase or decrease their prices
Set promotional pricing by date, time of day or item
Enter a new inventory item or review information on an existing item on a single stock item maintenance window. View quantity on hand, price levels, last cost of the product, transaction history and vendor information
The Set Up Kits feature creates a Bill of Materials table listing individual parts required to assemble an item. The table shows the quantity and part number of each component that is required to complete the finished product. (For creating kits within kits up to ten levels, see our Advanced Bill of Materials product)
If you maintain inventory at multiple sites yet maintain your records centrally, check out Multi-Location Inventory
Inventory Reports Quick Stock List: shows a complete list of all stock items in inventory. It displays the following information: stock number, item description, product type, and stock location. You can also choose to print last cost and quantity on hand.
Stock Labels: Choose the information you want included on your labels and print them for a single stock number, a range of stock numbers, or all stock numbers.
Master Stock Report: shows all information from the Master file for the selected stock items. It has variable sorting ability and can be printed for a single stock item, a range of stock items, all stock items, and for one or all Inventory Codes.
Physical Count Worksheet: generate this report prior to performing an inventory count. Space is provided on the report to write in the actual physical inventory and for noting any discrepancies between physical and computer counts for later adjustments. For each stock item selected, this report lists the following information: inventory code, stock number, item description, product type, stock location, and unit package. You can also choose to print last cost and quantity on hand.
Price Book Report: shows both the quantity on hand and the various pricing breaks for each inventory item. This report shows only retail pricing breaks and is often provided to customers as a pricing reference. The report includes: stock number, item description, vendor, product type, location (only available if multi-location inventory installed), and pricing type.
On Hand Report: this report provides cost and quantity information about all inventory on hand. If this report is run with detail, each purchase of inventory and the associated cost is presented. This report is useful when adjusting inventory levels after taking a physical inventory. It is also useful for reconciling your General Ledger. The On Hand detail report shows the following for each item selected: stock number, item description, stock location, last order date, quantity on order, quantity on hand, detail serial number, date, cost, and quantity. You can also choose to print detail, last cost, and skip zero quantity.
Stock Value Report: the Stock Value Report reads the cost and quantity for each stock item and gives a total dollar amount of inventory for a particular period. The Condensed report shows the totals for each item, while the Detailed report contains a separate line for each purchase of each item, detailing how many of each item are on hand at each cost. The Stock Value Report shows the following for each selected item: stock number, item description, product type, location, date, on hand quantity, unit package, method, weighted/average cost, and value. You can also choose to print: last cost, and skip zero quantity.
Understock Report: shows minimum acceptable levels of inventory and the required quantities needed to return inventory to the predetermined levels. This report is considered an exceptions report to management, indicating inventory items that are not being replenished often enough. The Understock Report includes the following detail for each stock item: stock number, item description, understock quantity, stock location, vendor, vendor's stock number, product type, alternate stock number, interchangeable stock number, quantity on order, and minimum quantity. You can also choose to print: last cost, quantity on hand, quantity committed, and vendor's stock number.
Advanced Understock Report: select Advanced Understock for the report type to monitor which stock items need to be replenished along with the total sold of each item in 5-, 30-, and 60-day increments. The Inventory Advanced Understock Report includes the following detail for each stock item: stock number, item description, understock quantity, stock location, vendor, product type, quantity on order, minimum quantity, last cost, quantity on hand, quantity committed, and quantity sold in the last 15, 30, and 60 days.
Order box of the stock item master record. The Back Order Report can be sorted by stock number, description, or product type. It includes the following: stock number, item description, product type, vendor, stock location, quantity on order, and quantity on back order. You can also choose to print last cost, and quantity on hand.
History Report: shows a brief history of each stock item you carry. This report includes the following: stock number, item description (includes transaction description, serial number, and ending serial number), product type, quantity on hand (includes quantity, cost, and price), and multi-pack (if Specialty Shop is installed).
Movement Report: provides an indication of how fast inventory items are selling. The movement is presented as a percentage, calculated as the number of items sold over the sum of inventory on hand and purchased during the period. It is sorted by percentage. The Movement Report shows the following for each item: stock number, item description, product type, location, beginning quantity, quantity bought, quantity sold, quantity on hand, and movement percent.
Promotional Sales Report: when you run a promotion, it's important to know if it was successful. You need to know what was sold at regular prices, what was discounted, and how many were sold at different prices. The Promotional Sales Report is the tool you need to evaluate your special sales promotions. The report tracks promotional sales data that is posted according to the Promotional Codes you set up. The Promotional Sales Report shows the following for a selected promotion code or range of promotion codes, or for a range of stock items, departments, salespersons, inventory codes, or product types over a promotion date range: promotion code, sale dates, stock items sold and quantity, promotion price and extended price, gross sales, free/discounted items, and net sales. You can run this report in either a detailed or condensed format depending on what you want to see.
Control Report: this report is important in that it will show errors with your data files. You may want to run this report whenever you find a discrepancy in your on-hand quantities; whether the quantities vary between reports, lookups and reports, or between any two places in the system where the numbers do not match. The Control Report shows the following for a selected inventory code or for all inventory codes: total number of items on hand, or the book value of each of those items. Report totals are calculated for both values and are shown at the bottom of the report. You can specify which vendors to include in the report by selecting a range of vendors. Inventory Monthly Movement Report: This monthly movement report shows changes in inventory and profit on a monthly and yearly time line. This report also shows Inventory movement over 12 months and so you can more accurately plan purchasing and see seasonal trends on a single report.
