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Inventory Management

 Report Name Step By Step Guide Description / Usage / Benefits
 Periodic Stock Balance and Movement Summary1. Location - Select one or All location.
2. Enter Date Range - From and To.
3. Select Item Code - From and To.
4. Choose a category.
5. Click 'Generate Report Now'.
This is a combination of many reports into one. Different fields are plucked from various reports and combined into. Even though it looks very complicated, this report is actually a complete stock movement of IN and OUT, together with the quantity. The balance quantity of item codes will be indeed, accurate.
  • Sales (+)
  • Sales Return (-)
  • Purchase (+)
  • Purchase Return (-)
  • COGS
  • GP
  • Transfer (+/-)
  • Stock Adjustment (+/-)
 Periodic Stock Balance and Movement By Category1. Location - Select one or All location.
2. Enter Date Range - From and To.
3. Select Item Code - From and To.
4. Choose a category.
5. Group by - 2 levels. Each category is separated by 2 levels.
6. Click 'Generate Report Now'.
This report is the exact report as Periodic Stock Balance and Movement Summary, except that categories can be grouped by different levels.
 Stock Balance And Sell Through Quantity By Location Report
1. Select Location.
2. Optionally, specify an item code fragment or code range to limit report to only those items.
3. You may also choose to restrict the report by item categories and item status.
4. Specify date range of stock movement documents (invoices, GRNs, internal stock transfer).
5. Click 'Generate Report Now'.
This report breaks down the current stock balance and quantities sold per item code specified and per location specified.
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Unknown user,
Oct 23, 2009, 3:01 AM
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