Inventory

Created by Emily A, Modified on Thu, 5 Jun at 6:55 PM by Emily A

Inventory Report: Track Every Item with Precision

The Inventory Report in the INTOAEC application offers users a comprehensive view of item-level data across various projects. It brings together ordered, received, and utilized inventory information into a single, filterable, and exportable dashboard—perfect for tracking material flow and maintaining transparency in procurement and usage.

Navigating to the Inventory Report

From the main menu, click on the Reports module.
Select Inventory Report from the list to access the detailed inventory dashboard.

Applying Filters to Refine Inventory Data

Use the available filters at the top of the Inventory Report to refine your view:

Project Name – Use the searchable dropdown to find and select a specific project
Click Apply to see the filtered data.
Use Clear to remove filters and reset the table to show all inventory entries.

Understanding the Dashboard Cards

At the top of the Inventory Report, key dashboard cards give you a quick overview of inventory activity:

Ordered Qty-Shows the total quantity of materials ordered across all projects.
Ordered Qty Value-Reflects the total value of the ordered items based on unit price.
Received Qty-Indicates how much material has been received from orders.
Pending Qty-Displays the remaining quantity that is yet to be delivered.
Used Qty-Represents the quantity of materials consumed in various project activities.

Inventory Report Table – A Breakdown of Every Column

Below the dashboard, the Inventory Report Table presents a detailed view of inventory movement. Here's what each column represents:

Project Name: The project for which the inventory item has been procured or used.
Group Name: The inventory group to which the item belongs. Helps categorize items based on type or usage.
Item Name: The name of the inventory item (e.g., Cement, Tiles, Paint).
Source: Indicates how the item was added (e.g., Purchase Order, Inventory, Manually Added).
Ordered Qty: The total number of units ordered through procurement.
Received Qty: The number of units that have been physically received and logged into the system.
Pending Qty: Shows how many units are still pending for delivery from the total ordered quantity.
Used Qty: Displays how much of the received quantity has already been used at the site.
Damaged Qty: Represents the number of items that were reported as damaged upon delivery or during usage.
Replaced Qty: The quantity of damaged or faulty items that have been replaced by the vendor.
Unit: The measurement unit of the item.
Item Rate: The price per unit for the item.
Total Rate: The total cost for the item, calculated by multiplying the unit rate with the ordered quantity.

Bulk Actions & Exporting to Excel

You can select multiple entries in the report table using the checkbox on the left.
Use the Export button to download the selected data in Excel format for offline analysis or reporting.

How to Automate Inventory Reports in IntoAEC

Want reports delivered automatically to your inbox? Set it up once and let the system take care of the rest.

Click the "Configure Report Automation" Icon

Locate the gear-like Configure Report Automation icon in the Reports.

Click on it to open the automation popup window.

Select the Recipients

Use the Send To dropdown to select the team members or users who should receive the scheduled inventory reports.

Set How Often to Receive Reports

From the Generate Report dropdown, select your preferred frequency:

Daily (Default): The report will be generated within one hour of the selected time.
Example: If you set the time to 6:00 PM, the report will be sent between 6:00 PM and 6:59 PM.
Weekly: A summary of the current week will be sent on the same day and time in the following week.
Monthly: A monthly overview will be sent on the same day and time next month.

Define the Start Date and Time

Set the Start Date and Start Time to specify when the automation should begin.

Note: The Start Time is mandatory—reports will be generated based on this time setting.

Click Save to confirm and activate the automation settings.
If you don’t wish to proceed, click Cancel to discard the configuration.

By automating inventory reports in IntoAEC, you ensure your team always receives timely updates—making tracking inventory performance effortless and efficient.