The Inventory Single Item Report allows you to track all usage and adjustments of a specific inventory item over a selected time period. Whether it was sold to a client or adjusted by a staff member, each entry is logged here for full visibility and accountability.
📅 Filtering Your Report
Use the controls at the top to narrow the data you see:
Time Period: Select a preset range like “This Year” to limit records by date.
Item Name(s): Choose the specific inventory item you want to review (e.g., Activated Charcoal 50mg Bottle). You can search and select multiple items as needed.
Once selections are made, click View Report.
🔍 Understanding the Columns
This table tracks all interactions with the selected item. Here's what each column represents:
Column | Description |
Item Name | The name of the inventory product being tracked. |
Date | When the sale or adjustment occurred. |
Qty | The quantity of the item sold or adjusted (can include decimals for precise measurements). |
Unit | The measurement unit (e.g., mL, tablet). |
Sale or Adjustment | Type of transaction — either a Sale to a patient or an Adjustment for inventory management. |
User | The staff member who recorded or executed the transaction. |
Patient | The pet that received the item in case of a sale. |
Client Full Name | The name of the pet owner/client. |
SOAP ID | A reference to the associated SOAP (medical record) entry. |
Invoice # | A clickable link to the corresponding invoice, if applicable. |
📌 Note: Sale records will be linked to patients and clients, while adjustments typically do not include this information unless tied to a SOAP record.
💡 Tips for Using This Report
Scroll Horizontally: This is a wide table — use the scrollbar to access hidden columns.
Sort & Filter: Click the arrows (⬍) or filter icons (🔽) in each column header to sort or isolate specific records.
Export the Data: Use the Download button to save the report for backup or offline analysis.
Hover or Click for Detail: Many columns (like Invoice #) provide clickable links or hover text for dee