Price Book Reporting
The Price Book Reporting section in DreamzFSM provides reports that help you manage and monitor your price book and inventory usage. Reports such as the Current Pricebook Report, Low Pricebook Report, and Cycle Count Summary Report give you visibility into parts and service usage, stock levels, and inventory variances — helping you maintain accurate records and make informed stock management decisions.
- View current price book data and low stock alerts
- Review cycle count summaries including expected quantities, actual counts, and variances
- Track where services and parts have been used as of a specific date
- Access a variety of price book and inventory-related reports from one section
Overview
Price Book reports are accessible from the Reporting section in the left-hand navigation menu. These reports are designed to support inventory management and stock control activities. The Cycle Count Summary Report is particularly useful for identifying discrepancies between expected and actual stock quantities, while the Current and Low Pricebook reports help ensure your pricing and stock data remain up to date.
Video Tutorial
How to Access Price Book Reports
Step 1 – Navigate to Reporting
From the left-hand menu, click on Reporting. You will be taken to the reporting page.
Step 2 – Locate the Price Book Section
On the reporting page, find the Price Book section. The following reports are available:
- Current Pricebook Report – Provides an overview of your current price book data, including parts and services.
- Low Pricebook Report – Highlights items in the price book that are running low, helping you identify stock that needs replenishing.
- Cycle Count Summary Report – Shows where services or parts have been used as of a specific date, along with the expected quantity, the actual counted quantity, and the variance between them. It also displays the date on which the count was recorded.
Step 3 – Open and Review a Report
Click on any report to open it. For example, the Cycle Count Summary Report gives you a snapshot of your price book and inventory usage, showing expected versus actual quantities and any variances — allowing you to quickly identify and investigate discrepancies.
Tips for Using Price Book Reports
- Run the Low Pricebook Report regularly to proactively identify stock that needs to be reordered before it runs out.
- Use the Cycle Count Summary Report during stock takes or audits to compare physical counts against system records and investigate any variances.
- Review the Current Pricebook Report periodically to ensure your parts and services pricing is accurate and up to date.
- Cross-reference Price Book reports with the Purchase Reports section to get a complete picture of stock levels and procurement activity.
Frequently Asked Questions
What does the Cycle Count Summary Report show?
The Cycle Count Summary Report shows where services or parts have been used as of a specific date. It displays the expected quantity, the actual counted quantity, the variance between the two, and the date of the count — giving you a clear snapshot of your inventory accuracy.
What is the Low Pricebook Report used for?
The Low Pricebook Report highlights items in your price book that are running low on stock, allowing you to identify and reorder items before they are depleted.
Where do I find Price Book reports?
Price Book reports are accessible from the Reporting section in the left-hand menu, under the Price Book category.