The inventory snapshot

Who can see this report

Reporting is only available to users with the Admin role in the company. If you do not see the Reporting link in the menu, ask your administrator.

What the snapshot shows

The inventory snapshot is a point-in-time view of every product your agency tracks. For each product, it shows the current on-hand quantity across all locations and the default PAR level, so you can see at a glance what is understocked, overstocked, or right on target.

Reading the report

To open it, click Reporting in the menu. The snapshot is the first tab (Inventory Snapshot). Each row shows:

• Item — the product name
• On Hand — the current quantity across all locations
• Locations — how many locations stock the product
• Default Par — the product's default PAR level
• Category and Manufacturer — available from the column toggle

Compare On Hand to Default Par to see whether you are under, over, or on target. Sort by On Hand to put the lowest stock at the top.

Worked example

You pull up the snapshot before placing a monthly supply order:

• 4x4 Gauze Pads — On Hand 45, Default Par 60. You are 15 short, so order at least 15.
• Nitrile Gloves (Large) — On Hand 30 boxes, Default Par 20 boxes. You are 10 over, no need to order.
• Trauma Shears — On Hand 12, Default Par 12. Exactly on target.

You now have a clear order list based on actual data instead of guesswork. Use Print / Save in the top right to take the list with you.

Tips

• Run the snapshot at the same time each month (like the first Monday) so you can compare month to month and spot trends.
• Focus on items with the largest negative differences first — those are the most urgent.
• If a product is consistently over PAR, consider lowering its PAR level. Over-ordering ties up budget and shelf space.