Select this check box to show the quantity of inventory received for the month from Accounts Payable transactions. This field also includes returns posted from Order Entry and Point of Sale. The YTD Totals column reflects the sum of the quantity received or returned for each period included in the report.

Select this check box to show the monthly per-item quantity sold in Order Entry and Point of Sale. This field also includes returns posted from Order Entry and Point of Sale. The YTD column reflects the sum of the quantity sold for each period included in the report.

Select this check box to show the sum of all posted adjustment transactions from Inventory with a Transaction Code that begins with 1. The YTD Totals column reflects the sum of all inventory addition adjustments for each period included in the report.

Select this check box to show the sum of all posted adjustment transactions from Inventory with a Transaction Code that begins with 2. The YTD Totals column reflects the sum of all inventory subtraction adjustments for each period included in the report.

Select this check box to show the sum of all posted adjustment transactions from Inventory with a Transaction Code that begins with 3. These transactions represent inventory items that are transferred in from another location, therefore this information is only available if the company is using the Multi-Location Inventory add-on. The YTD Totals column reflects the sum of all inventory transfer in adjustments for each period included in the report.

Select this check box to show the sum of all posted adjustment transactions from Inventory with a Transaction Code that begins with 3. These transactions represent inventory items that are transferred out to another location, therefore this information is only available if the company is using the Multi-Location Inventory add-on. The YTD Totals column reflects the sum of all inventory transfer out adjustments for each period included in the report.

Select this check box to show the sum of adding any addition quantities or addition adjustments and subtracting any quantities sold or subtraction adjustments from the beginning quantity for each item. If Multi-Location Inventory is used by the company, the beginning quantity is also adjusted by adding or subtracting the transfer quantity. The formula for this calculation is: Beginning Qty + (Qty In - Qty Sold) + (Add Inventory - Subtract Inventory) + (Transfer In - Transfer Out). The YTD Totals column reflects the ending quantity for the last period included in the report.

Select this check box to show the sum of the cost of the inventory items received in Accounts Payable transactions. This sum provides the inflow and outflow of cash. The YTD Totals column reflects the sum of the cost of inventory items received for each period included in the report.

Select this check box to show the direct expenses of inventory items that were sold to customers (commonly referred to as cost of goods sold or cost of sales) in Order Entry or Point of Sale transactions. Direct expenses include the actual cost of inventory items (goods) and direct labor expenses in creating the salable goods. Cost of goods does not include any indirect expenses (i.e. office, shipping, or advertising expenses) that cannot be attributed to a particular item sold. The YTD Totals column reflects the sum of the cost of goods sold for each period included in the report.

Select this check box to show the average cost to make or obtain the inventory item. This average is derived using the formula: COGS / Value of Qty Sold.

Select this check box to show the average sale price per inventory item. This average is derived using the formula: Monthly Sales Revenue / Qty Sold. The YTD Totals column reflects the YTD Sales Revenue / YTD Qty Sold.

Select this check box to show the sum of the cash amounts received for each inventory item sold in Order Entry or Point of Sale. This figure reflects the actual amount, including promotions or discounts. The YTD Totals column reflects the sum of sales revenue for each period included in the report.

Select this check box to show the turnover ratio which is derived using the formula: COGS / ((Beginning Qty + Ending Qty) / 2) * COGS Per Unit). The YTD Totals column uses the same formula. If the Beginning Qty + the Ending Qty = 0, then a dash appears in this field. If COGS = 0, then IN Turnover = 0.

Select this check box to show the gross profit for the inventory item. This percentage is derived from the formula: ((Sales Revenue - COGS) / (Sales Revenue) * 100). If the Sales Revenue is equal to zero, then the percentage shows 0.

Select this check box to show the gross margin return on inventory which is derived using the formula: Markup % * Inventory Turnover. The Markup % figure is derived using the formula: (Sales Revenue - COGS) / COGS.