Welcome to the final segment in our series on Sage Intacct Construction Inventory Configuration and Workflows. In this article, we explore inventory reporting, valuation, and the management of physical counts within Sage Intacct.

Running Inventory Reports in Sage Intacct

To begin, navigate to the inventory module in Sage Intacct, where you can access a variety of pre-built reports for inventory analysis, costing journals, and registers, status, and valuations. Utilize the filtering capabilities to tailor the reports to your specific needs, such as viewing items by UPC, item number, or warehouse.

For instance, the status report can provide a quick overview of what's on hand for a particular item in a specific warehouse. This report can show you what's on order, on hand, and most importantly, what's available.

Maintaining Inventory Valuations

Maintaining accurate inventory valuations is crucial for reflecting the true value of your inventory. The maintain inventory valuation feature in Sage Intacct allows you to update cost transactions for open periods for items that have been received or sold.

Physical Counts

Preparing for physical counts is made easier with the physical inventory report, which provides numerous filters to customize the report for your counting process. You can choose to hide or show quantities on hand and format the report to facilitate the physical count.

Describe: An example image showing the physical count report layout in Sage Intacct, highlighting the options to hide quantities and adjust column spacing for ease of counting.

Valuation Adjustments and Cost Updates

When changes occur in standard costs, it's necessary to run a valuation to update inventory values. Sage Intacct's maintain inventory valuation feature allows for both basic and advanced updates, and you can even set up automatic nightly updates.

Conclusion and Next Steps

In conclusion, Sage Intacct provides robust tools for inventory reporting and valuation, ensuring that your inventory data is accurate and up-to-date. Whether you're running reports, maintaining valuations, or conducting physical counts, Sage Intacct can help streamline your inventory management processes.