Purchase Order Report for PA Distributors

This Article lists the steps for a PA Beer Distributor using Revel POS and the Excel Macro iPOS created to produce a simple report to aid in ordering Product from Vendors.

What is needed:

  1. Product Inventory Summary Report
    1. Based on the date range specified
    2. Filtered by Vendor
    3. Exported to a noted place on your hard drive
  2. Excel Macro created by iPOS

Export Product Inventory Summary Report

Management Console / Reports / Other Reports / Product Inventory Summary


Set the Date Range and Vendor:

The Date is set by clicking the Date Range immediately under the "Product Inventory Summary" Report Title in the blue header.

Select the Vendor by clicking on the Filter Button and finding in the Vendor Section. 

Click the Apply Button in the bottom right of the Filter Box.


Export the list of Products:

Click the Ellipses button between the Search and Help Buttons on the right of the blue header.

Select XLS


Select where to save the report.  Please note where you save the report.


Go to your Windows Desktop (or wherever you saved the Excel Macro to produce the Report)

Double click the Macro icon.


When prompted, Select the file you just exported and saved.


You will be prompted to save the file.  We recommend you rename the file and save it in a location easy to access, like on the desktop.


The Macro will then produce a worksheet that will allow you to note the quantitys of each Product you want to order in the Order Column.


Use the information on this report to produce your Purchase Order.


Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk