Daily Inventory Update Report (RDI)

Use the Daily Inventory Update Report (RDI) to monitor gross profit daily by department, clerk, or terminal, and then by item. The RDI must be run daily as part of your end-of-day queue, and must be scheduled to run after the Price Exception Report (RPE).

RDI updates department, class, fineline, and promotional sales history based on the line-item detail from transactions entered through POS.  All item-level history (in the Inventory Maintenance window) is updated immediately from POS.  The RDI report will not include any back-office transactions.

Printing the Daily Inventory Update Report

1. From the Eagle Browser, click Reports, Point-of-Sale Reports, Daily Inventory Update Report (RDI).  The Daily Inventory Report window displays.  

2. If you have set up a Default Report Profile for this report, you can simply click Run to use the defaults.  Or, you can retrieve a saved report, make any necessary changes, and click Run.  Otherwise, continue with the next step.

3. From the page, review the default entries in the fields and make changes if needed.  For a definition of each field, click here.

4. Click .

   • In the Store box, leave the default of 1 if you only have one store. Multistore: enter the store for which you are running this report.

   • In the Options box, click in the box to the left of the option you want.  Note:  only select Option F if you are entering this report into your end-of-day queue, or if instructed to do so by a Epicor representative.

   • In the Sort Options field, select the method by which you want the system to sort the information on the report.  

For a definition of each field on the Options page, click here.

5. (Optional) Click . A page of fields displays. Fill in the fields if you want to fax the report.

For a definition of each field, click here.

6. Click Run if you are running this report now, or click if you are adding this report to a queue.  For more information about creating queues, click here.