• "How do I generate the Current Inventory report, and what options does it provide?"

Resolution Steps

  1. Go to Reports.
  2. Select Inventory.
  3. Click on Current Inventory.
  4. Set the Inventory Date:
    • This determines the date you want to view quantities on hand or settings for that day.
  5. Apply filters as needed:
    • Category – filter by inventory category.
    • Subcategory – refine results further.
    • Show Location – displays locations for tracked inventory items.
    • Only Tracked Items – limits results to items with tracking enabled.
    • Currently In Stock – only shows items currently in stock (hides out-of-stock items).
  6. Click Run Report.
  7. Review the results:
    • Displays all items in inventory (services, parts, fees, charges).
    • Shows the settings configured for each inventory item.

Verification: The report will populate with everything from the Inventory section of Molo.