Report Fields Reference - Which report do I need?
This is a summary of Cin7 Core reports and included fields. Click through the links to see further information about each report and answers to user questions. If you are still unsure about which report you need, don't hesitate to get in touch with Cin7 Core support.
Most reports can be automatically generated and sent out to authorized users using the Report Scheduling feature available to Cin7 Core customers with Automation module subscriptions. See Report Scheduling for more information.
Users can be given permissions to have read-only access to reports or full editing access. Each category (Purchase, Sale, Inventory) is managed by a separate permission. See Managing Cin7 Core Reports - Setting report permissions).
Note: You may see discrepancies in totals of financial reports (Trial Balance, Profit and Loss, etc.) which are based on invoice dates compared with Inventory reports which track actual stock in and stock out dates. If you see a discrepancy, the first place to check is the Transactions vs Stock on Hand Difference report – the most common cause of discrepancies is goods invoiced not received or goods received not invoiced. You may want to enable Inventory Accrual transactions if this a common scenario for your business.
Manual Journals can also cause discrepancies, as they will be reflected on the Balance sheet but may not be included in the Inventory Movement report.
Prerequisites
Managing Cin7 Core Reports (Read this for information on searching, filtering, exporting and scheduling reports, as well as setting report permissions).
Purchase Report Fields
Pending Purchase Orders: Shows pending purchase orders. A purchase order is pending if it has been authorized but the invoice for ordered items has not been processed yet and/or stock is not received. Use this report to see PO status and number of items ordered, still to invoice, and still to receive for a supplier or PO #.
Purchase Order Details: Shows details of purchase orders. This detailed view breaks down purchase orders by product. Use this report to see details of which products are ordered and item quantity, product cost and total product cost per order.
Purchase Order Summary: Shows a summary of purchase orders. This summary view displays purchase orders without product details. Use this report to see order totals, invoice totals and amount due for each supplier order within a date range.
Stock Received Not Invoiced: Displays purchase orders where stock has been received but the supplier has not yet issued an invoice. Use this report to see the item quantity, item cost and total cost for orders with stock received but not yet invoiced.
Purchase Invoice Details: Shows details of purchase invoices. This detailed view breaks down purchase invoices by product. Use this report to see details of which products have been ordered and item quantity, product cost and total product cost per invoice.
Purchase Invoice Summary: Shows a summary of purchase orders. This summary view displays purchase orders without product details. Use this report to see invoice totals, amount paid and amount due for each supplier invoice.
Field Name |
||||||
Can be scheduled? |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
SKU |
Yes |
Yes |
|
Yes |
Yes |
|
Product |
Yes |
Yes |
|
Yes |
Yes |
|
PO # |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
PO Date |
Yes |
Yes |
Yes |
Yes |
|
|
Invoice # |
|
Yes |
Yes |
|
Yes |
Yes |
Invoice Date |
|
Yes |
Yes |
|
Yes |
Yes |
Invoice Due Date |
|
|
|
|
|
Yes |
(Purchase) Status |
Yes |
Yes |
Yes |
|
|
Yes |
PO Status |
|
Yes |
Yes |
|
|
|
Invoice Status |
|
|
Yes |
|
Yes |
Yes |
Supplier |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Year |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Quarter |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Month |
Yes |
Yes |
Yes |
|
Yes |
Yes |
(Stock) Location |
Yes |
Yes |
|
Yes |
Yes |
|
Category |
Yes |
Yes |
|
Yes |
Yes |
|
Brand |
Yes |
Yes |
|
Yes |
Yes |
|
Product Tags |
Yes |
Yes |
|
Yes |
Yes |
|
Family |
Yes |
Yes |
|
Yes |
Yes |
|
Unit |
Yes |
Yes |
|
Yes |
Yes |
|
(Invoice line) Comment |
|
Yes |
|
|
Yes |
|
Required By |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Received Date |
|
|
|
Yes |
Yes |
|
(Supplier) Currency |
|
Yes |
Yes |
|
Yes |
Yes |
Invoice Currency Rate |
|
Yes |
|
|
|
|
Payment Currency Rate |
|
Yes |
|
|
|
|
(PO) Notes |
|
Yes |
|
|
|
|
Supplier Additional Attribute 1-10 |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Product Additional Attribute 1-10 |
Yes |
|
|
|
Yes |
|
Purchase Process Additional Attributes |
|
Yes |
Yes |
|
Yes? |
Yes |
Input |
|
|
|
|
|
|
Reporting Period |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Currency |
|
Yes |
Yes |
Yes |
Yes |
Yes |
Data Headers |
|
|
|
|
|
|
Total (Qty of product on order) |
Yes |
Yes |
|
Yes |
Yes |
|
(Product Qty) To Invoice |
Yes |
|
|
|
|
|
(Product Qty) To Receive |
Yes |
|
|
|
|
|
Product Cost (on Order) |
|
Yes |
|
|
|
|
Product Cost (on Invoice) |
|
|
|
Yes |
Yes |
|
(Qty x Cost) Total (On order) |
|
Yes |
|
|
|
|
Order total |
|
|
Yes |
|
|
|
Invoice total |
|
|
Yes |
Yes |
Yes |
Yes |
Paid total |
|
|
Yes |
|
|
Yes |
Due total |
|
|
Yes |
|
|
Yes |
Purchase Order vs Invoice: Compares what has been ordered vs what has been invoiced. Use this report to view discrepancies between order and invoice item quantity, order and invoice cost per item, and order and invoice total.
Stock Received vs Invoice: Compares stock received vs invoice. Use this report to see what has been received but not invoiced or what has been invoiced but not received for a selected reporting period, along with the order total. You can choose the currency in which to display the order total.
Purchase Invoices & Credit Notes:Shows all authorized purchase invoices and credit notes applicable to the selected time period. Use this report to see invoices and credit notes for each supplier, what products it relates to and amount, tax and total. Amounts can be shown in supplier currency or your base currency.
Purchase Cost Analysis: Details the costs associated with every product during a given period. Use this report to view Quantity, Main Cost, Additional Cost, Journal Cost and Tax for every product received into stock over the reporting period. The output can be customised to show product details, PO #, supplier, location, status and reporting period.
Supplier Financial Summary: Shows summaries of all financial transactions for every supplier including opening balance, total invoiced, total paid and closing balance for the selected time period. You can choose which currency in which to display the summary.
Product Prices by Supplier: This report shows the latest price and fixed price (if applicable) for every supplier/product combination. Prices are shown in supplier currency. It also supplier SKUs and whether dropshipping is enabled. This report allows for editing of data via CSV export/import. This report can not be customised.
Inventory Suppliers: This report, like the above, shows the latest price and fixed price (if applicable) for every supplier/product combination. Use this report to customise the output to show various product details such as supplier SKU/name, category, product family, brand and more.
Field Name |
|||||||
Can be scheduled? |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Yes |
SKU |
Yes |
Yes |
Yes |
Yes |
|
|
Yes |
Supplier SKU |
|
|
|
Yes |
|
Yes |
Yes |
Product |
Yes |
Yes |
|
Yes |
|
Yes |
Yes |
Supplier Product Name |
|
|
|
Yes |
|
Yes |
Yes |
Batch/Serial # |
|
|
|
Yes |
|
|
|
Expiry Date |
|
|
|
Yes |
|
|
|
PO # |
Yes |
Yes |
Yes |
Yes |
|
|
|
PO Date |
|
|
Yes |
Yes |
|
|
|
Invoice # |
|
Yes |
Yes |
Yes |
|
|
|
Invoice Date |
|
Yes |
Yes |
|
|
|
|
Invoice Due Date |
|
Yes |
Yes |
|
|
|
|
Credit Note # |
|
|
Yes |
|
|
|
|
Credit Note Date |
|
|
Yes |
|
|
|
|
(Purchase) Status |
|
Yes |
|
Yes |
|
|
|
PO Status |
|
|
|
|
|
|
|
Invoice Status |
|
Yes |
|
|
|
|
|
Supplier |
Yes |
Yes |
Yes |
Yes |
Yes |
|
|
Year |
Yes |
|
Yes |
Yes |
|
|
|
Quarter |
Yes |
|
Yes |
Yes |
|
|
|
Month |
Yes |
|
Yes |
Yes |
|
|
|
(Stock) Location |
Yes |
Yes |
Yes |
Yes |
|
|
|
Category |
Yes |
Yes |
Yes |
Yes |
|
|
Yes |
Brand |
Yes |
Yes |
Yes |
Yes |
|
|
Yes |
Product Tags |
Yes |
Yes |
Yes |
Yes |
|
|
Yes |
Family |
Yes |
Yes |
Yes |
Yes |
|
|
Yes |
Unit |
Yes |
Yes |
Yes |
Yes |
|
|
|
Supplier Product URL |
|
|
|
|
|
Yes |
Yes |
(Invoice line) Comment |
|
|
Yes |
|
|
|
|
Required By |
|
Yes |
|
|
|
|
|
Received Date |
|
Yes |
|
|
|
|
|
Stock Received Status |
|
Yes |
|
|
|
|
|
(Supplier) Currency |
Yes |
|
Yes |
Yes |
|
|
|
Supplier Additional Attribute 1-10 |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Yes |
Product Additional Attribute 1-10 |
Yes |
Yes |
Yes |
Yes |
|
|
Yes |
Purchase Process Additional Attributes |
|
Yes |
Yes |
Yes |
|
|
|
Account debited/credited |
|
|
Yes |
|
|
|
|
Dropship Y/N |
|
|
|
|
|
Yes |
|
Input |
|
|
|
|
|
|
|
Reporting Period |
Yes |
Yes |
Yes |
Yes |
Yes |
|
|
Currency |
Yes |
Yes |
|
Yes |
Yes |
|
|
Show Journal Costs |
|
|
|
Yes |
|
|
|
Data Headers |
|
|
|
|
|
|
|
Total (Qty of product on order) |
Yes |
|
Yes |
Yes (- unstock qty) |
|
|
|
(Product Qty) Invoice |
Yes |
Yes |
|
|
|
|
|
Qty Difference (between order and invoice) |
Yes |
|
|
|
|
|
|
(Product Qty) Received |
|
Yes |
|
|
|
|
|
Qty Difference (between invoice and received) |
|
Yes |
|
|
|
|
|
Product Price (on Order) |
Yes |
|
|
|
|
|
|
Product Price (on Invoice) |
Yes |
|
|
Yes |
|
|
|
Latest Price |
|
|
|
|
|
Yes |
Yes |
Fixed Price |
|
|
|
|
|
Yes |
Yes |
Price Difference (between order and invoice) |
Yes |
|
|
|
|
|
|
(Qty x Price) Total (On order) |
|
|
|
|
|
|
|
Order total |
Yes |
Yes (for received only) |
|
|
|
|
|
Invoice total |
Yes |
|
Yes |
|
Yes (for period) |
|
|
Total difference (between order and invoice) |
Yes |
|
|
|
|
|
|
Paid total |
|
|
|
|
Yes (for period) |
|
|
Due total |
|
|
|
|
|
|
|
Credit note total |
|
|
Yes |
|
|
|
|
Tax |
|
|
Yes |
Yes |
|
|
|
Tax inclusive total |
|
|
Yes |
|
|
|
|
Additional Costs |
|
|
|
Yes |
|
|
|
Journal Costs |
|
|
|
Yes |
|
|
|
Opening Balance |
|
|
|
|
Yes |
|
|
Closing Balance |
|
|
|
|
Yes |
|
|
Sales Report Fields
Sale Outstanding Quotes: Shows all authorized quotes without an authorized sale order/invoice issued during the specified time interval. Use this report to check quote status and view quoted item quantities and quote price per product, customer, sales rep and more.
Sale Order Details: Shows details of sale orders. This detailed view to breaks down purchase orders by product, showing product quantity, product cost and total product cost per order. The output can be customised to show product details, order/invoice status and more.
Pending Sale Orders: Shows pending sale orders. A sale order is classed as pending if the order has been authorized but it does not yet have an authorized pick. Use this report to see item quantities required per customer, per sale order, per sales rep. and more.
Fulfillment Details: Shows fulfillment details for authorized sale orders. Use this report to see fulfillment status for each order, with quantity picked, packed and shipped. The output can be customised to show carrier, tracking info and more.
Sale Invoices & Credit Notes: This report shows all authorized sale invoices and credit notes applicable to the selected time period. Use this report to see invoices and credit notes for each customer, what products it relates to and amount, tax and total. Amounts can be shown in customer currency or your base currency.
Sales Price History:This report shows sale price fluctuations for all active products during the selected time period. Price history can be further filtered by location, price tier, year, quarter, month and invoice date.
Field Name |
||||||
Can be scheduled? |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Customer |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Sales Representative |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Order # |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Order Date |
|
Yes |
Yes |
Yes |
Yes |
|
Invoice # |
|
Yes |
|
Yes |
Yes |
|
Invoice Date |
|
Yes |
|
|
Yes |
Yes |
Invoice Status |
|
Yes |
|
|
|
|
Invoice Due Date |
|
|
|
|
Yes |
|
Currency (Sale/Customer) |
Yes |
|
Yes |
|
Yes |
Yes |
Credit Note # |
|
|
|
|
Yes |
|
Credit Note Date |
|
|
|
|
Yes |
|
Notes (Sale header) |
|
Yes |
|
|
|
|
Year |
|
Yes |
Yes |
Yes |
Yes |
Yes |
Quarter |
|
Yes |
Yes |
Yes |
Yes |
Yes |
Month |
|
Yes |
Yes |
Yes |
Yes |
Yes |
Customer Reference |
|
Yes |
Yes |
Yes |
Yes |
|
Customer Tags |
Yes |
Yes |
Yes |
|
Yes |
|
SKU |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Product |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Brand |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Category |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Product Tags |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Family |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Unit |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Batch/ |
|
|
|
|
|
|
Location (Dispatch) |
|
Yes |
Yes |
|
Yes |
Yes |
Price Tier |
|
|
|
|
|
Yes |
Status (Sale) |
|
Yes |
|
|
|
|
Shipment Date |
|
Yes |
|
Yes |
|
|
Required by date |
|
Yes |
Yes |
Yes |
|
|
Shipping Address Line 1 |
|
Yes |
|
Yes |
|
|
City |
|
Yes |
|
Yes |
|
|
State |
|
Yes |
|
Yes |
|
|
Country |
|
Yes |
|
Yes |
|
|
Postcode |
|
Yes |
|
|
|
|
Customer Additional Attribute 1-10 |
Yes |
Yes |
Yes |
Yes |
|
|
Product Additional Attribute 1-10 |
Yes |
Yes |
Yes |
Yes |
|
Yes |
Sale Process Additional Attributes |
Yes |
Yes |
Yes |
Yes |
|
|
(Quote) is Archived |
Yes |
|
|
|
|
|
Quote Approval State |
Yes |
|
|
|
|
|
Fulfillment # |
|
|
|
Yes |
|
|
Fulfillment Status |
|
|
|
Yes |
|
|
Carrier |
|
Yes |
|
Yes |
|
|
Tracking # |
|
|
|
Yes |
|
|
Comment (Line) |
|
|
|
|
Yes |
|
Input |
|
|
|
|
|
|
Reporting Period |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Currency |
Yes |
Yes |
Yes |
|
|
Yes |
Quote Status |
Yes |
|
|
|
|
|
Data Headers |
|
|
|
|
|
|
Total (Qty of product ordered) |
Yes |
Yes |
Yes |
Yes |
Yes |
|
% Discount |
|
Yes |
|
|
|
|
Sale amount |
Yes |
Yes |
|
|
Yes (or Credit note) |
|
Tax |
|
Yes |
|
Yes |
Yes |
|
Total (Sale + Tax) |
Yes |
Yes |
|
Yes |
Yes |
|
Quantity Picked |
|
|
|
Yes |
|
|
Quantity Packed |
|
|
|
Yes |
|
|
Quantity Shipped |
|
|
|
Yes |
|
|
Base Currency Amount |
|
|
|
|
Yes |
|
Base Currency Tax |
|
|
|
|
Yes |
|
Base Currency Total (Amount + Tax) |
|
|
|
|
Yes |
|
Price |
|
|
|
|
|
Yes |
Sales Overview: Shows an overview of all sales, the customer and the sale and shipment status. Use this report to get a snapshot of sales status and financials (amount invoiced, paid, due, COGS, profit, etc.). The overview does not show product information.
Sales Profit Summary:Shows profit and additional financial summary for sales. Use this report to see an overview of amount invoiced, paid, COGS, profit, markup, gross margin and FX gains/losses per order or per customer for a selected reporting period. The output does not show product details.
Profit by Sales Representatives: Shows profit and additional financial summary by sales representatives. Use this report to see the amount invoiced, paid, COGS, profit, markup, gross margin for each sales representative’s sales per order or per customer. The output does not show product details.
Sales by Product Details: Shows quantities, profit and additional financial summary for sales by product in a given reporting period. It shows product quantity, amount invoiced, COGS, journal amount, tax and profit. The output can be customised using product details Use this report to view product sales by customer location (state, country, etc.).
Sales by Product Summary: Shows quantities, profit and additional financial summary for sales by product. It shows product quantity, amount invoiced, COGS, journal amount, tax and profit. The output can be customised using product details. This report does not allow the output to be customised by customer location.
Customer Orders by Product: Shows detailed financial and quantity-related information about each product sold. Use this report to see how much of each product is sold, how profitable/costly each one is, and which customers are buying your product.
Sale Credit Notes by Product: Shows detailed financial and quantity-related information about each sale credit note. Use this report to see how many credit notes are being raised for your products and which customers are raising them.
Field Name |
|||||||
Can be scheduled? |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Customer |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Sales Representative |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Order # |
Yes |
Yes |
|
Yes |
|
|
|
Order Date |
Yes |
Yes |
|
Yes |
|
|
|
Invoice # |
Yes |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Invoice Date |
Yes |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Invoice Due Date |
Yes |
Yes |
Yes |
|
|
|
Yes |
Quote Status |
Yes |
|
|
|
|
|
|
Credit Note # |
|
Yes |
Yes |
Yes |
|
|
Yes |
Credit Note Date |
|
Yes |
Yes |
Yes |
|
|
Yes |
Sale Order Status |
Yes |
|
|
|
|
|
|
Invoice Status |
Yes |
|
|
Yes |
|
|
|
Payment Status |
Yes |
|
|
|
|
|
|
Pick Status |
Yes |
|
|
|
|
|
|
Pack Status |
Yes |
|
|
|
|
|
|
Ready for Shipment |
Yes |
|
|
|
|
|
|
Ship Status |
Yes |
|
|
Yes |
|
|
|
Fulfillment Status |
Yes |
|
|
|
|
|
|
Notes (Sale header) |
Yes |
|
|
|
|
|
|
Year |
|
|
|
|
|
Yes |
Yes |
Quarter |
|
|
|
|
|
Yes |
Yes |
Month |
|
|
|
|
|
Yes |
Yes |
Customer Reference |
Yes |
|
Yes |
|
Yes |
Yes |
Yes |
Customer Tags |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
SKU |
|
|
|
Yes |
Yes |
Yes |
Yes |
Product |
|
|
|
Yes |
Yes |
Yes |
Yes |
Brand |
|
|
|
Yes |
Yes |
Yes |
Yes |
Category |
|
|
|
Yes |
Yes |
Yes |
Yes |
Product Tags |
|
|
|
Yes |
Yes |
Yes |
Yes |
Family |
|
|
|
Yes |
Yes |
Yes |
Yes |
Unit |
|
|
|
Yes |
Yes |
Yes |
Yes |
Weight |
|
|
|
Yes |
Yes |
|
|
Weight Units |
|
|
|
Yes |
Yes |
|
|
Location (Dispatch) |
|
|
|
|
|
Yes |
Yes |
Status (Sale) |
Yes |
|
|
|
|
|
|
Shipment Date |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Ship By |
Yes |
Yes |
Yes |
|
|
|
|
Shipping Address Line 1 |
Yes |
Yes |
Yes |
Yes |
|
|
|
City |
Yes |
Yes |
Yes |
Yes |
|
Yes |
Yes |
State |
Yes |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Country |
Yes |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Postcode |
Yes |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Customer Additional Attribute 1-10 |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Product Additional Attribute 1-10 |
|
|
|
Yes |
Yes |
Yes |
Yes |
Sale Process Additional Attributes |
Yes |
Yes |
|
Yes |
Yes |
Yes |
Yes |
Input |
|
|
|
|
|
|
|
Reporting Period |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Currency |
|
|
|
|
|
|
|
Quote Status |
|
|
|
|
|
|
|
Show COGS (All - Reporting Period only) |
|
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Data Headers |
|
|
|
|
|
|
|
Total (Qty of product ordered) |
|
|
Yes |
Yes |
Yes |
Yes |
|
% Discount |
|
|
|
|
Yes |
Yes |
|
Quoted amount |
Yes |
|
|
|
|
|
|
Order amount |
Yes |
Yes |
|
|
|
|
|
Sale amount |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Tax (on whole sale) |
|
|
Yes |
Yes |
Yes |
|
|
Invoice Total (Sale + Tax) |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Lines (Invoice - additional charges) |
Yes |
|
Yes |
|
|
|
|
Lines Tax |
|
|
Yes |
|
|
|
|
Additional charges |
Yes |
|
Yes |
|
|
|
|
Additional charges tax |
|
|
Yes |
|
|
|
|
Paid |
Yes |
Yes |
Yes |
|
|
|
|
Due |
Yes |
Yes |
Yes |
|
|
|
|
Credited |
|
|
|
|
|
|
Yes |
COGS |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Journals |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Profit |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Profit less Journals |
Yes |
Yes |
Yes |
|
Yes |
Yes |
|
Gross Margin ((Sale - COGS) * 100 / Sale)) |
|
Yes |
Yes |
|
|
|
|
Markup (Gross Margin / (1 - Gross Margin)) |
|
Yes |
Yes |
|
|
|
|
FX Gain/Loss |
Yes |
Yes |
Yes |
|
|
|
|
Sales Backorder Details: Shows all authorized sale orders containing backordered items which have not yet shipped to the customer. Use this report to see which customers and sales orders are waiting on backordered products, the backordered quantity and the date … . This report does not show product availability in your inventory.
Sales Backorder Summary: Shows all backordered products in your inventory. Use this report to view a summary of backordered products, the supplier for the order, and quantity required, on hand, remaining (on hand - required) and ordered. This report does not show which sales order the backordered product corresponds to.
Find Sale Backorder by Purchase Order: Allows finding all sales included in a specific purchase order created via the Reorder Backordered function. Use this report to see products ordered, quantity ordered, supplier and whether stock has been received yet. You can also change the column order to find purchase order by sale backorder.
Customer Payment Details: Shows payment details by customer with invoiced, paid, still due/credited for the selected time period. Output currency can be changed. Use the detailed view to see payment details for each order/invoice.
Customer Payment Summary: Shows shows a payment summary for your customers, with total invoiced, paid and still due/credited for the selected time period. This report also shows the latest payment collection date. Output currency can be changed. This report does not break down totals by order/invoice.
Inventory Velocity Report: Calculates reorder dates and suggests reorder quantities using the lead time, safety stock and velocity (units sold/day) parameters. Use this report to make sure you have enough inventory in stock to meet your forecasted sales.
Field Name |
Find Sale Backorder by Purchase Order |
|||||
Can be scheduled? |
Yes |
Yes |
|
Yes |
Yes |
Yes |
Customer |
Yes |
|
Yes |
Yes |
Yes |
|
Supplier |
|
Yes |
Yes |
|
|
Yes |
Sales Representative |
Yes |
|
Yes |
Yes |
|
|
Order # |
Yes |
|
Yes |
|
|
|
Order Date |
|
|
Yes |
|
|
|
Invoice # |
|
|
Yes |
Yes |
|
|
Invoice Date |
|
|
|
Yes |
|
|
Invoice Due Date |
|
|
|
Yes |
|
|
Invoice Status |
|
|
|
|
|
|
Last Invoice Date |
|
|
|
|
Yes |
|
Last Payment Date |
|
|
|
|
Yes |
|
Currency (Customer) |
|
|
|
|
|
|
Notes (Sale header) |
|
|
|
|
|
|
Year |
|
|
|
Yes |
|
|
Quarter |
|
|
|
Yes |
|
|
Month |
|
|
|
Yes |
|
|
Customer Reference |
|
|
Yes |
Yes |
|
|
Customer Tags |
Yes |
|
|
Yes |
Yes |
|
SKU |
Yes |
Yes |
Yes |
|
|
Yes |
Product |
Yes |
Yes |
|
|
|
Yes |
Brand |
Yes |
Yes |
|
|
|
|
Category |
Yes |
Yes |
|
|
|
|
Product Tags |
Yes |
Yes |
|
|
|
|
Family |
Yes |
Yes |
|
|
|
|
Unit |
Yes |
Yes |
|
|
|
|
Location (Dispatch) |
Yes |
Yes |
|
|
|
Yes |
Shipment Date |
|
|
|
Yes |
|
|
Ship By |
Yes |
|
Yes |
|
|
|
Shipping Address Line 1 |
|
|
|
Yes |
|
|
City |
|
|
|
Yes |
|
|
State |
|
|
|
Yes |
|
|
Country |
|
|
|
Yes |
|
|
Postcode |
|
|
|
Yes |
|
|
(PO) Notes |
|
|
|
|
|
|
Customer Additional Attribute 1-10 |
Yes |
|
Yes |
Yes |
Yes |
|
Product Additional Attribute 1-10 |
Yes |
|
|
|
|
|
Sale Process Additional Attributes |
Yes |
|
Yes |
Yes |
|
|
PO # |
|
|
Yes |
|
|
|
Purchase Invoice # |
|
|
Yes |
|
|
|
Supplier Additional Attribute 1-10 |
|
|
Yes |
|
|
|
Stock Received |
|
|
Yes |
|
|
|
Ready for Shipment |
|
|
Yes |
|
|
|
Active (Product) |
|
|
|
|
|
Yes |
On B2B Portal |
|
|
|
|
|
Yes |
On Sales Channels |
|
|
|
|
|
Yes |
(Product is) Finished Good |
|
|
|
|
|
Yes |
(Product is) Component |
|
|
|
|
|
Yes |
Recommended Action |
|
|
|
|
|
Yes |
Last Sale |
|
|
|
|
|
Yes |
Date Added |
|
|
|
|
|
Yes |
Days since added |
|
|
|
|
|
Yes |
Input |
|
|
|
|
|
|
Reporting Period |
|
|
|
Yes |
Yes |
Yes |
Currency |
|
|
|
Yes |
Yes |
|
Recommended Action |
|
|
|
|
|
Yes |
Data Headers |
|
|
|
|
|
|
Total (Qty of product ordered) |
Yes |
Yes |
Yes |
|
|
|
% Discount |
|
|
|
|
|
|
Sale amount |
|
|
|
|
|
|
Tax |
|
|
|
|
|
|
Total Invoice (Sale + Tax) |
|
|
|
Yes |
Yes |
|
Quantity Required |
|
Yes |
|
|
|
|
Quantity On Hand |
|
Yes |
|
|
|
Yes |
Quantity Remaining |
|
Yes |
|
|
|
|
Total Paid |
|
|
|
Yes |
Yes |
|
Due/Credit |
|
|
|
Yes |
Yes |
|
FX Gain/Loss |
|
|
|
Yes |
Yes |
|
Quantity Available |
|
|
|
|
|
Yes |
Units Sold |
|
|
|
|
|
Yes (in period) |
Units Shipped per day |
|
|
|
|
|
Yes |
Velocity |
|
|
|
|
|
Yes |
Days to Zero |
|
|
|
|
|
Yes |
On Order |
|
|
|
|
|
Yes |
Lead Stock |
|
|
|
|
|
Yes |
Safety Defined |
|
|
|
|
|
Yes |
Inventory Report Fields
Product Availability: Shows available, on-hand, allocated and on-order quantities, and stock value for every product in every location for every batch/serial number and expiry date. Cin7 Core informs users of the expected delivery date of stock currently on order. This report cannot be customised. Use the Products Stock Level report for a more detailed view.
Products Stock Level: Shows the current stock level of all active products in all locations. Use this report to see available, on-hand, allocated, on-order, reordered and minimum before reorder quantities. You can also check the stock on hand value and unit cost of products on the current date.
Products Reordering: Shows stock level details necessary for stock refill. Use this report so see available, on order, reorder and minimum before reorder quantities as well as purchase price for all active products.
Products Low on Stock: Shows stock level details necessary for stock refill. Use this report so see available, on order, reorder and minimum before reorder quantities as well as purchase price for active products with stock levels below the minimum before reorder quantity.
Products Price List: Shows a product price list. Use this report to see all of your inventory products listed with prices from up to 10 price tiers.
Inventory Aging: Inventory Aging Report shows how long products stay in stock by time intervals. Use this report to see which products have a high turnover rate and low turnover rate. See how long products stay in stock measured by time interval (0-30 days up to over 180 days) as of the current date.
Lot Expiry: Shows all product batches with their expiry dates. Use this report to check how much quantity on hand you have of different product batch numbers and when they will expire.
Field Name |
Product Reordering (shows all active products) |
Products Low on Stock (shows only products low on stock) |
Inventory Aging Report |
||||
Can be scheduled? |
|
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
SKU |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Product |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
(Stock) Location |
Yes |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Unit |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Brand |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Category |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Family |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Family Op.1 Name |
|
|
|
|
Yes |
|
|
Family Op.1 Value |
|
|
|
|
Yes |
|
|
Family Op.2 Name |
|
|
|
|
Yes |
|
|
Family Op.3 Name |
|
|
|
|
Yes |
|
|
Family Op.3 Name |
|
|
|
|
Yes |
|
|
Family Op.3 Name |
|
|
|
|
Yes |
|
|
Product Tags |
|
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Product Additional Attribute 1-10 |
|
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Barcode |
|
Yes |
|
Yes |
Yes |
|
|
Weight |
|
|
|
|
Yes |
|
|
Width |
|
|
|
|
Yes |
|
|
Height |
|
|
|
|
Yes |
|
|
Bin |
Yes |
|
|
|
|
Yes |
Yes |
Stock Locator |
Yes |
|
|
|
Yes |
|
|
(Product) Status |
Yes |
|
|
|
|
|
|
Batch/Serial # |
Yes |
|
|
|
|
Yes |
Yes |
Expiry Date |
Yes |
|
|
|
|
Yes |
Yes |
Supplier |
|
|
Yes |
Yes |
|
|
|
Supplier Additional Attribute 1-10 |
|
|
Yes |
Yes |
|
|
|
Price Tier 1 |
Yes |
|
|
|
Yes |
|
|
Price Tier 2 |
Yes |
|
|
|
Yes |
|
|
Price Tier 3 |
Yes |
|
|
|
Yes |
|
|
Price Tier 4 |
|
|
|
|
Yes |
|
|
Price Tier 5 |
|
|
|
|
Yes |
|
|
Price Tier 6 |
|
|
|
|
Yes |
|
|
Price Tier 7 |
|
|
|
|
Yes |
|
|
Price Tier 8 |
|
|
|
|
Yes |
|
|
Price Tier 9 |
|
|
|
|
Yes |
|
|
Price Tier 10 |
|
|
|
|
Yes |
|
|
(Expiry) Year |
|
|
|
|
|
|
Yes |
(Expiry) Quarter |
|
|
|
|
|
|
Yes |
(Expiry) Month |
|
|
|
|
|
|
Yes |
Job # |
|
|
|
|
|
|
|
Job Description |
|
|
|
|
|
|
|
(Expense) Date |
|
|
|
|
|
|
|
Job Status |
|
|
|
|
|
|
|
Customer |
|
|
|
|
|
|
|
(Customer) Address |
|
|
|
|
|
|
|
(Customer) Contact |
|
|
|
|
|
|
|
Input |
|
|
|
|
|
|
|
Lot Expires On |
|
|
|
|
|
|
Yes |
Data Headers |
|
|
|
|
|
|
|
Quantity on Hand |
Yes |
Yes |
|
|
|
|
Yes |
Available |
Yes |
Yes |
Yes |
Yes |
|
|
|
Allocated |
Yes |
Yes |
|
|
|
|
|
On Order |
Yes |
Yes |
Yes |
Yes |
|
|
|
Unit Cost |
Yes |
Yes |
|
|
|
|
|
Stock on Hand Value |
Yes |
Yes |
|
|
|
|
|
Reorder Quantity |
|
Yes |
Yes |
Yes |
|
|
|
Minimum before reorder |
|
Yes |
Yes |
Yes |
|
|
|
Volume on Hand |
Yes |
Yes |
|
|
|
|
|
Next Delivery |
Yes |
|
|
|
|
|
|
Purchase Price |
|
|
Yes |
Yes |
|
|
|
Average Cost |
|
|
|
|
Yes |
|
|
Days in stock |
|
|
|
|
|
Yes |
|
(Job) Quantity |
|
|
|
|
|
|
|
(Product) Price |
|
|
|
|
|
|
|
Tax |
|
|
|
|
|
|
|
Total (Quantity x Price) |
|
|
|
|
|
|
|
Inventory Movement Details: Shows a summary of stock movements in a specified timeframe. Use this report to see inventory movement details for specific transactions including transaction reference, date, quantity in and out and cost in and out.
Inventory Movement Summary: Shows a summary of stock movements in a specified timeframe. Use this report to see financial information such as stock on hand value, volume on hand (if dimensions are specified), unit cost and average cost for all active products. Use this report to check stock value as of a specific date. The summary report does not show transaction references.
Production Cost Analysis: Shows completed finished goods within the selected time period. Use this report to analyse finished goods yield quantity, production cost, and cost of component products and services within a date range.
Disassembly Analysis: Shows completed disassemblies within the selected time period. Use this report to analyse disassembled quantity, cost of disassembled item and any costs from services during the operation.
BOM Component Details: This inventory report shows products in Cin7 Core with Bills of Materials (BOM) along with the details of the components under each BOM. Use this report to see what components are required for a parent product, and the component amount available and on hand. The report can be filtered by BOM products in/not in a sale and the available component quantity.
Out of Stock Components for Auto-assembly: Shows out of stock components for auto-assembly products grouped by location. Use this report to see the quantities of components that need to be ordered to complete your pending auto-assembly operations.
Job Costing Materials: Shows materials and stock used on a particular job during the selected time period. It also indicates where this material was purchased if it did not come from inventory already in stock. Use this report to see the quantity and cost of job costing materials.
Field Name |
Production Cost Analysis |
Disassembly Analysis (FG = finished good/ disassembled product) |
BOM Component Details (FG = finished good) |
Out-of-Stock Components for Auto-assembly (FG = finished good) |
|||
Can be scheduled? |
|
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
SKU |
Yes |
Yes |
Yes (Component and FG) |
Yes (Component and FG) |
Yes (Component and FG) |
Yes (Component and FG) |
Yes |
Product |
Yes |
Yes |
Yes (Component and FG) |
Yes (Component and FG) |
Yes (Component and FG) |
Yes (Component and FG) |
Yes |
(Stock) Location |
Yes |
Yes |
Yes (FG) |
Yes (FG) |
|
Yes (FG) |
|
Unit |
Yes |
Yes |
Yes (Component and FG) |
Yes (Component and FG) |
|
Yes (Component) |
Yes |
Brand |
Yes |
Yes |
Yes (FG) |
Yes (FG) |
|
|
Yes |
Category |
Yes |
Yes |
Yes (FG) |
Yes (FG) |
|
|
Yes |
Family |
Yes |
Yes |
Yes (FG) |
Yes (FG) |
|
|
Yes |
Product Tags |
Yes |
Yes |
Yes (FG) |
Yes (FG) |
|
|
Yes |
Product Additional Attribute 1-10 |
Yes |
Yes |
Yes (FG) |
Yes (FG) |
|
|
Yes |
Barcode |
Yes |
Yes |
|
|
|
|
|
Bin |
Yes |
|
|
|
|
|
|
Stock Locator |
Yes |
Yes |
|
|
|
|
|
(Product) Type |
|
|
Yes (Component) |
Yes (Component) |
|
|
|
Batch/Serial # |
|
Yes |
Yes (Component and FG) |
Yes (Component and FG) |
|
|
|
Year |
Yes |
|
Yes |
Yes (FG) |
|
|
Yes |
Quarter |
Yes |
|
Yes |
Yes (FG) |
|
|
Yes |
Month |
Yes |
|
Yes |
Yes (FG) |
|
|
Yes |
(Task) Type |
Yes |
|
|
|
|
|
|
(Task) Reference |
Yes |
|
|
|
|
|
|
Assembly # |
|
|
Yes |
|
|
|
|
Assembly Status |
|
|
Yes |
|
|
|
|
Completion Date |
|
|
Yes |
|
|
|
|
Disassembly # |
|
|
|
Yes |
|
|
|
Disassembly Date |
|
|
|
Yes |
|
|
|
Job # |
|
|
|
|
|
|
Yes |
Job Description |
|
|
|
|
|
|
Yes |
(Expense) Date |
|
|
|
|
|
|
Yes |
Job Status |
|
|
|
|
|
|
Yes |
(Job) Customer |
|
|
|
|
|
|
Yes |
Customer Address |
|
|
|
|
|
|
Yes |
Customer Contact |
|
|
|
|
|
|
Yes |
Supplier |
|
|
|
|
|
|
Yes |
Input |
|
|
|
|
|
|
|
Reporting Period |
Yes |
Yes |
Yes |
Yes |
|
|
Yes |
Show (All Products/ Components in a Sale/ Components not in a sale) |
|
|
|
|
Yes |
|
|
Filter by Available |
|
|
|
|
Yes |
|
|
Available qty is less than: |
|
|
|
|
Yes |
|
|
Data Headers |
|
|
|
|
|
|
|
Quantity on Hand |
|
Yes |
|
|
Yes |
|
|
(Qty) Available |
|
|
|
|
Yes |
|
|
(Qty) Allocated |
|
|
|
|
|
Yes |
|
(Qty) On Order |
|
|
|
|
|
|
|
(Qty) Required |
|
|
|
|
Yes |
Yes |
|
Quantity used |
|
|
|
|
|
|
Yes |
Unit Cost |
|
Yes |
|
|
|
|
|
Stock on Hand Value |
|
Yes |
|
|
|
|
|
Volume on Hand |
|
Yes |
|
|
|
|
|
Quantity In |
Yes |
Yes |
|
|
|
|
|
Quantity Out |
Yes |
Yes |
|
|
|
|
|
Cost In |
Yes |
|
|
|
|
|
|
Cost Out |
Yes |
|
|
|
|
|
|
Average Cost |
|
Yes |
|
|
|
|
|
Yield |
|
|
Yes |
|
|
|
|
Production/Services Cost |
|
|
Yes |
Yes |
|
|
|
Component Cost |
|
|
Yes |
Yes |
|
|
|
Component Quantity |
|
|
Yes |
Yes |
|
|
|
Disassembled Quantity |
|
|
|
Yes |
|
|
|
Disassembled Cost |
|
|
|
Yes |
|
|
|
Price |
|
|
|
|
|
|
Yes |
Tax |
|
|
|
|
|
|
Yes |
Total (Price x quantity used) |
|
|
|
|
|
|
Yes |
Lot Recall: This report shows Customers, Stock On Hand and Suppliers of selected product lots and batches. Use this feature to track your lot/batch/serial number usage from Purchase/manufacturing through to Sell. Prepare recall letters for customers in case of a Recall event.
Warehouse Details: Shows warehouse details for fulfilled sale orders over a specified date range. It shows the number of orders and SKUs that were handled by your pickers, with the aim of helping management make better decisions on warehouse operations. Can be scheduled.
Financial Reports
Trial Balance: A simple snapshot of all financial transactions within a given period. Use this report to see opening balance, closing balance and amount debited and credit for each of your accounts within the selected time period.
Balance sheet by periods: Shows the balance of all of your accounts for the selected time period. Use this report to compare account balances across different time periods. You can select the reporting period (month, quarter, year, year end) and the number of previous periods to compare it against.
Profit & Loss (Income Statement): The Profit and Loss (or Income Statement) report shows your organisation's net income, by deducting expenses from the revenue for the reporting period. You can select the reporting period and the number of previous periods to compare it against.
General Ledger: Provides you with a summary of all the transactions for the selected period. The excel detailed report provides the starting balance, ending balance and all of the transactions for the period organised by account
Account Summary: Provides you with a summary of all the transactions for the selected period. Use this detailed report to view the starting balance, ending balance and all of the transactions for the period organised by account.
Depreciation Schedule: Shows actual or estimated depreciation against assets in the asset register (only registered items are subject to depreciation). Use this report to check purchase cost, purchase date, and accumulated depreciation to date. Unavailable for accounts connected to Xero.
Field Name |
||||||
Can be Scheduled? |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Account Class |
Yes |
Yes |
|
Yes |
|
|
Account Code |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Account Description |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Job # |
Yes |
Yes |
|
Yes |
|
|
Income |
|
|
Yes |
|
|
|
Cost of Sales |
|
|
Yes |
|
|
|
Operating Expenses |
|
|
Yes |
|
|
|
Net Profit |
|
|
Yes |
|
|
|
Transaction Description |
|
|
|
|
Yes |
|
Document # |
|
|
|
|
Yes |
|
Transaction Date |
|
|
|
|
Yes |
|
Supplier/Customer |
|
|
|
|
Yes |
|
Year |
|
|
|
|
Yes |
|
Quarter |
|
|
|
|
Yes |
|
Month |
|
|
|
|
Yes |
|
SKU |
|
|
|
|
|
Yes |
Product |
|
|
|
|
|
Yes |
Category |
|
|
|
|
|
Yes |
Inventory Location |
|
|
|
|
|
Yes |
Serial # |
|
|
|
|
|
Yes |
Fixed Asset Type |
|
|
|
|
|
Yes |
Rate |
|
|
|
|
|
Yes |
Purchase Date |
|
|
|
|
|
Yes |
Registration Date |
|
|
|
|
|
Yes |
On Hand |
|
|
|
|
|
Yes |
Salvage Value |
|
|
|
|
|
Yes |
Input |
|
|
|
|
|
|
Reporting Period |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Compare To |
|
Yes |
Yes |
|
|
|
Compare # of Periods |
|
Yes |
Yes |
|
|
|
Data Headers |
|
|
|
|
|
|
Opening Balance |
Yes |
|
|
Yes |
Yes |
Yes |
Debit |
Yes |
|
|
Yes |
Yes |
|
Credit |
Yes |
|
|
Yes |
Yes |
|
Closing Balance |
Yes |
Yes |
|
Yes |
Yes |
Yes |
Net Movement |
|
|
|
Yes |
|
|
YTD Balance |
|
|
|
Yes |
|
|
Purchase Cost |
|
|
|
|
|
Yes |
Depreciation |
|
|
|
|
|
Yes |
Accumulated Depreciation |
|
|
|
|
|
Yes |
Financial Transactions:Shows detailed financial transactions within the selected time period. Use this report to view all transaction details including type, transaction reference, description, debit/credit accounts, amount and date.
Financial Transactions vs Stock on Hand Difference:Shows the difference between stock on hand value and financial document value on the specified Effective Date. Check here first if you are seeing discrepancies between financial reports (Balance Sheet, Profit and Loss) and Inventory Reports (Inventory Movement Details, Product Availability, etc.). Discrepancies can be caused by goods invoiced but not received and goods received not invoiced. If there are no differences, this report will contain no data. Use this report to reconcile discrepancies between financial and inventory reports.
Job Costing Profit & Loss: Shows the profit/loss for each Job. Use this report to view all income, expenses and profits associated with job costing transactions. Output can be filtered by customer, supplier, time period, milestone, status and more.
Profit & Loss by Product: Shows the profit made for each product within a given period. Use this report to see detailed financial information such as COGS, sale proceeds, amounts for non-sale operations (transfers, assembly, etc.) and profit.
Financial Payment Details: Detailed financial payments within a given period of time for selected account. Use this report to view detailed transaction information for the selected account such as customer/supplier, transaction reference, date, currency, payment total and value in base currency.
Field Name |
|||||
Can be scheduled? |
Yes |
Yes |
Yes |
Yes |
Yes |
Account Code |
|
|
Yes |
|
Yes |
Account Description |
|
|
Yes |
|
Yes |
Document # |
|
Yes |
Yes |
Yes |
Yes |
Transaction Type |
|
Yes |
|
Yes |
Yes |
Transaction Date |
|
Yes |
Yes |
Yes |
|
Transaction Description |
|
|
|
Yes |
|
Supplier/Customer |
|
Yes (Supplier) |
Yes |
Yes |
|
Currency |
|
|
Yes |
|
|
SKU |
Yes |
|
|
|
|
Product |
Yes |
|
|
|
|
Year |
Yes |
Yes |
|
Yes |
|
Quarter |
Yes |
Yes |
|
Yes |
|
Month |
Yes |
Yes |
|
Yes |
|
(Stock) Location |
Yes |
|
|
|
|
Category |
Yes |
|
|
|
|
Brand |
Yes |
|
|
|
|
Product Tags |
Yes |
|
|
|
|
Family |
Yes |
|
|
|
|
Unit |
Yes |
|
|
|
|
Batch/Serial # |
Yes |
|
|
|
|
Expiry Date |
Yes |
|
|
|
|
Product Additional Attribute 1-10 |
Yes |
|
|
|
|
Job Customer |
|
Yes |
|
|
|
Job # |
|
Yes |
|
Yes (if applicable) |
|
Job Description |
|
Yes |
|
|
|
Job Status |
|
Yes |
|
|
|
Milestone |
|
Yes |
|
|
|
Job Address |
|
Yes |
|
|
|
Job Contact |
|
Yes |
|
|
|
Job Start Date |
|
Yes |
|
|
|
Job End Date |
|
Yes |
|
|
|
Debit Account |
|
|
|
Yes |
|
Credit Account |
|
|
|
Yes |
|
Fixed Asset Type |
|
|
|
|
|
Input |
|
|
|
|
|
Reporting Period |
Yes |
Yes |
Yes |
Yes |
|
Account Code |
|
|
Yes |
|
|
Compare # of Periods |
|
|
|
|
|
Data Headers |
|
|
|
|
|
COGS |
Yes |
|
|
|
|
Sale Proceeds |
Yes |
|
|
|
|
Production /Inventory/ Transfer Costs |
Yes |
|
|
|
|
Profit |
Yes |
Yes |
|
|
|
Income |
|
Yes |
|
|
|
Expense |
|
Yes |
|
|
|
Tax |
|
Yes |
|
|
|
Amount |
|
|
Yes |
|
|
Base currency amount |
|
|
Yes |
Yes |
|
Stock Amount |
|
|
|
|
Yes |
Document Amount |
|
|
|
|
Yes |
Reconciliation with Xero:The reconciliation report between Cin7 Core and Xero keeps business operations transparent and allows you to see if the transactions tally between the two systems. Use this report to flag discrepancies for further investigation. This report only appears for accounts that have an active integration with Xero. Only available for accounts connected to Xero.
Fixed Asset Overview: Gives information about your fixed assets. Unavailable for accounts connected to Xero.
Sales Tax Summary: Shows sales tax charged or paid by your organisation for the tax period being reported. Can be scheduled.
Audit Report
System activity report shows all changes in Cin7 Core. Use the Audit Report to view details of all actions performed by each user in Cin7 Core, including all integration- and security-related changes made by authorized users to Cin7 Core configuration settings.
Production Report Fields
Production Cost Analysis: Shows completed finished goods within the selected time period. Use this report to analyse finished goods yield quantity, production cost, and cost of component products and services within a date range.
Production Overdue Report: Informs the Production Manager about any Production Orders/Production Runs that have not been started on their scheduled start date. Only Production Orders/Production Runs with status Released appear in this report. Use this report to see which Production Orders/Production Runs most require your attention.
Required by Date Exceptions: Changes in production planning can cause schedules to be pushed forward. The Required by Date Exceptions report is intended for sales managers to check when the Required By Date of a Production Order differs from the Required by Date of a Sale Order.
Field Name |
Production Cost Analysis |
Production Overdue Report |
|
Can be scheduled? |
Yes |
Yes |
Yes |
SKU |
Yes (Component and FG) |
Yes |
Yes |
Product |
Yes (Component and FG) |
Yes |
Yes |
Location |
Yes (FG) |
Yes (Shopfloor and Retail) |
Yes (Shopfloor and Retail) |
Unit |
Yes (Component and FG) |
|
|
Brand |
Yes (FG) |
|
|
Category |
Yes (FG) |
|
|
Family |
Yes (FG) |
|
|
Product Tags |
Yes (FG) |
|
|
Product Additional Attribute 1-10 |
Yes (FG) |
|
|
Release Date |
|
Yes |
Yes |
Required by Date |
|
Yes |
Yes |
Order/Run # |
|
Yes |
Yes |
Order Status |
|
Yes |
Yes |
Sale Order # |
|
Yes |
Yes |
Sales Representative |
|
Yes |
Yes |
Customer |
|
Yes |
Yes |
Customer Contact |
|
Yes |
Yes |
(Product) Type |
Yes (Component) |
|
|
Batch/Serial # |
Yes (Component and FG) |
|
|
Year |
Yes |
|
|
Quarter |
Yes |
|
|
Month |
Yes |
|
|
Assembly # |
Yes |
|
|
Assembly Status |
Yes |
|
|
Completion Date |
Yes |
|
|
Input |
|
|
|
Reporting Period |
Yes |
|
|
Data Headers |
|
|
|
Quantity to be produced total |
|
Yes |
Yes |
(Qty) In Production |
|
Yes |
Yes |
(Qty) To Product |
|
Yes |
Yes |
(Qty) Ready for Put Away |
|
Yes |
Yes |
(Qty) Put Away |
|
Yes |
Yes |
Yield |
Yes |
|
|
Production/Services Cost |
Yes |
|
|
Component Cost |
Yes |
|
|
Component Quantity |
Yes |
|
|
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB