Overview
The Descriptive Inventory Report provides a centralized, read-only view of inventory data collected for an opportunity.
The report is designed for office and accounting users who need to review inventory results after inventory checks are performed, including identifying missing items and reviewing any new damage or notes recorded over time.
The Initial Inventory establishes the baseline record for the shipment. Each additional inventory check is displayed as its own tab and highlights only the changes or issues identified during that check.
Before You Start
Before accessing the Descriptive Inventory Report, confirm that:
A Descriptive Inventory exists on the opportunity.
At least one inventory check has been started.
Inventory checks are performed through the crew app.
Note: Tabs for in-progress checks are visible but show unchecked items instead of missing items. Once a check is completed, the tab updates automatically to reflect final results.
Accessing the Descriptive Inventory Report
Open the opportunity.
Select the Accounting tab.
Open the Descriptive Inventory Report.
The report opens in a modal view and includes general information such as contractor, owner name, origin, and destination.
Use the Refresh button in the top-right corner to load the most up-to-date inventory data.
Understanding the Initial Inventory Tab
The Initial Inventory tab is the foundation of the Descriptive Inventory Report.
It represents the original inventory recorded at origin and serves as the baseline against which all subsequent inventory checks are compared.
Unlike other check tabs, the Initial Inventory tab displays a single, complete inventory table rather than a three-section layout.
What the Initial Inventory Tab Shows
The Initial Inventory table includes:
All inventoried items
Notes recorded at origin
Packing type
Exceptions and condition details captured during the initial inventory
Photos taken during the initial inventory
This tab reflects the original condition of items before any additional handling, storage, or transport checks occur.
Note: Exceptions, notes, and photos shown on the Initial Inventory tab come from the initial inventory only.
Understanding Check Tabs on the Report
After the Initial Inventory is completed, each additional inventory check generates its own tab across the top of the report.
Examples of check tabs include:
Warehouse Cross Reference Check
Warehouse Check
Driver Check
Shipper Destination Check
Each tab displays the check status (such as Completed) and reflects only the data captured during that specific check.
Why Multiple Tabs Appear
Multiple tabs appear when more than one inventory check is performed for the same Descriptive Inventory. Common scenarios include:
An initial inventory at origin
One or more warehouse or driver checks
A final destination or delivery check
This structure allows office users to compare inventory results across checks and identify when new issues were introduced.
What Each Check Tab Contains
Each check tab (other than the Initial Inventory) is organized into three sections, with an item count displayed in each section header.
Items with New Exceptions
This section displays only items that had new exceptions recorded during that specific check.
New exceptions may include:
New damage
New notes added during the check
If no new exceptions were recorded, the section displays an empty-state message indicating that no new damages were found.
💡SmartTip: An item appears in this section only if the exception was introduced during that check. Existing exceptions from earlier checks are not repeated.
Missing Items or Unchecked Items
Completed checks:
Displays items that were expected but not found during the check.In-progress checks:
Displays items that have not yet been checked.
If no items are missing or unchecked, the section clearly indicates that no missing items exist.
Checked Items
This section lists all items that were successfully checked during the inventory check, regardless of whether they have exceptions.
Table Columns Explained
Tables within each check tab align with the Descriptive Inventory PDF and include the following columns:
Item #
Displays the item number and includes access to any photos captured during the check.Lot #
Color
Item Name
Condition at Origin
Displays condition codes and labels captured during the initial inventory.Exceptions
Displays new exceptions and new notes captured during that specific check.
Note: The Initial Inventory tab displays exceptions, notes, and photos captured during the initial inventory only. Subsequent check tabs display only new information identified during those checks.
Final Destination Checks
Final destination checks behave the same as other inventory checks:
They appear as their own tab.
They include the three-section layout.
New exceptions recorded at final destination appear only in that tab.
Best Practices
When reviewing claims or disputes, use the Initial Inventory tab to establish baseline condition, then review check tabs to identify when damage or missing items were first recorded.
Start with the Items with New Exceptions section on each check tab to quickly identify changes introduced during that check.