In the old system, we used to have a way to pull a report by customer, and the total discounted within a date range. For example, we donate quite a bit to our community, and we also pull items for classroom or store sample use. So I would do a report by customer (Store) and then filter for the year and the total amount discounted, as it was used for write offs on our taxes, or to determine how much we had left in our donation budget for the year.
I can’t find a way to pull that report in the new system. Is that a report that we will get back when we got more of the financial reporting?
Timber.
Beartooth Sewing.
I can’t answer for the new system, but if you’re looking for alternatives, we handle those situations via Adjustments. I reduce the product’s quantity and then choose from my pre-defined set of adjustment reasons (eg, damaged, scrap, shop use, sample, shrinkage, 501c3 donation) so I know why I did it. And then I run the Inventory Adjustments report (and export to excel) as needed to get totals that impact the various accounting and governmental filings. I did ask for the Adjustment report to be there in CheckIn 5; at minimum I’m using it monthly to ID anything we’ve taken out of inventory for shop use or samples, so that I can pay the appropriate use tax on it. So it keeps me in good standing with the governmental entities!