Stock Status Report | Quantity Usage Report | Dollar Usage Report
Quantity & Dollar Usage Report | Cost Distribution Report | Low-Stock Notice

 STOCK STATUS REPORT - The Stock Status Report (pictured below) summarizes current inventory and distribution activity for items being stored at Source4 Distribution Centers. The report details quantity on-hand, identifies items received during the current month, and indicates total monthly shipments of each item for a four month period.

This report focuses solely on inventory controlled at the Source4 Distribution Centers, providing a valuable overview of recent shipment activity.   Back to top

 QUANTITY USAGE REPORT - The Quantity Usage Report (pictured below) is generated on a monthly basis. It details actual and average document or item usage for current month, most recent 4 months, and twelve month periods. Current inventory data for both client and Source4 Distribution Center locations is provided for each item. The 'Action' column flags items to be reviewed for re-orders or replenishment of inventory at client locations.

The information presented in this report is used to control inventory at the client location(s) and identify trends in usage to help us determine the quantity and timing of re-orders.  Back to top

 DOLLAR USAGE REPORT - The Dollar Usage Report (pictured below) is generated on a monthly basis. It details actual and average dollar values for documents or items used during the current month, most recent twelve month, and calendar year-to-date periods. The report also provides inventory value data for each item and details budget and budget variance figures (when you provide us with budget information).

This report presents an invaluable overview of materials expenditures enabling you to more effectively manage your budget.  Back to top

 QUANTITY & DOLLAR USAGE REPORT - The Quantity and Dollar Usage Report (pictured below) combines the information detailed on the Quantity Usage and Dollar Usage Reports into a single report. It is generated on a monthly basis.

The quantity and forms usage detail includes actual and average item usage for current month, most recent 4 months, and twelve month periods. Current inventory data for both client and Source4 Distribution Center locations is provided for each form. The 'Action' column flags items to be reviewed for re-orders or replenishment of inventory at client locations. This data is used to control inventory at the client location(s) and identify trends in usage to help determine the quantity and timing of re-orders.

The dollar usage detail includes actual and average dollar values for items used during the current month, most recent twelve month, and calendar year-to-date periods. Inventory value data for each item and budget and budget variance figures are also provided (when you provide us with budget information). This financial data provides an invaluable overview of forms expenditures enabling you to more effectively manage your budget.  Back to top

 COST DISTRIBUTION REPORT - The Cost Distribution Report (pictured below) details the dollar value of documents or items shipped to specific client 'branches' (A 'branch' could also be a department, other location, cost center, etc.) This monthly report includes individual reports for each specific 'branch'. Each branch report contains a listing of all items released to that branch during the month. Detail for each line item includes requisition / shipping memo number, quantity shipped, dollar value data, and ship date of the release. A summary report combining the dollar value data of all the branches is also generated.

The information in this report gives you the ability to accurately track the value of documents or items being used by each 'branch' for budget control and allocation purposes.  Back to top

 LOW-STOCK NOTICE / ORDER ACKNOWLEDGEMENT - The Low-Stock Notice / Order Acknowledgement (pictured below) is typically generated monthly as a by-product of the Quantity Usage Report (or Quantity and Dollar Usage Report), or can be run as needed. It is generated for individual items that have been flagged for re-order. This report contains all relevant inventory, usage, and order history information for a specific item. It can be used as either a Low-Stock Notice, acting as a requisition to initiate the re-order process, or as an Acknowledgement, to confirm a re-order or other action previously taken. This report can also serve as a mechanism for obtaining required approvals for re-orders of each item within your organization. It also gives you the detailed information needed to evaluate individual item requirements and make the correct re-order decisions.  Back to top