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How to Report on Transactions Based on Batch/Serial Product Type

 

The purpose of this report allows the user to easily retrieve transaction-related information based on the batch/serial product type invoiced. This allows the customer to be able to trace back which account it’s sold to if let’s say there is a product callback.  Additional information that can be retrieved from the report are:

      • search products by name/serial/batch #
      • the account that the product is sold to
      • the warehouse that the product came from
      • the quantity sold

 

46.1

 

You can achieve the above report by following the steps below:

 

Step 1: Create report with Inv Assignment report type with Inventory Assignment as the primary object

 

46.2

 

Step 2: Adjust the filter criteria based on the information that you would like to report on.

 

Step 3: Group the columns based on Account and Transaction #

 

Step 4: Pull out the columns to display additional information.

 

46.3

 

 

You are now ready to create your report.

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