Inventory item reporting

Inventory items have the following reporting options:

• Stock Count List
• Normal Stock Age Analysis
• Stock Turnover
• Stock Item List
• Profit Margins per Stock Item
• Price Discrepancy Report

Stock Count List

Navigate to the correct window

1. Navigate to Inventory / Reports / Stock Count List.

Set the report parameters

1. Select the financial year from the Year dropdown list.
2. Select the appropriate period from the Period dropdown list.
3. Select the stock location from the Location dropdown list.
4. Enter (or select) the appropriate supplier account number in the Supplier text box, or leave blank for all.
5. Enter the required date within the period in the Date text box or leave blank to list the stock for the end of the period.
6. Select the columns you want displayed from the Column dropdown list.
7. Select the appropriate option from the Include group.
8. Select the appropriate options from the Print group.

Generate the report

1. Click the Accept button.

Print the report

1. Click the Print button.
2. Specify the print options.
3. Click the OK button.

Normal Stock Age Analysis

Navigate to the correct window

1. Navigate to Inventory / Reports / Normal Stock Age Analysis.

Set the report parameters

1. Enter the date to end at in the Date text box.
2. Select the appropriate location from the Location dropdown list.
3. Select the appropriate option from the Report Options group.
4. Select the appropriate display option from the Display Options group.
5. Select the appropriate age option from the Age Options group.
6. Select the appropriate option from the Report dropdown list.
7. Select to show decimals from the Show Decimals checkbox, if required.

Generate the report

1. Click the Accept button.

Print the report

1. Click the Print button.
2. Specify the print options.
3. Click the OK button.

Stock Turnover

Navigate to the correct window

1. Navigate to Inventory / Reports / Stock Turnover.

Set the report parameters

1. Enter the from date in the From Date text box.
2. Select the appropriate location from the Location dropdown list.
3. Select the appropriate option from the Report Options group.

Generate the report

1. Click the Accept button.

Print the report

1. Click the Print button.
2. Specify the print options.
3. Click the OK button.

Stock Item List

Navigate to the correct window

1. Navigate to Inventory / Reports / Stock Item List.

Generate the report

1. Click the Accept button.

Print the report

1. Click the Print button.
2. Specify the print options.
3. Click the OK button.

Profit Margins per Stock Item

Navigate to the correct window

1. Navigate to Inventory / Reports / Profit Margins per Stock Item.

Set the report parameters

1. Select to exclude items that have zero stock on hand from the Exclude Items with Zero On Hand, if required.

Generate the report

1. Click the Accept button.

Print the report

1. Click the Print button.
2. Specify the print options.
3. Click the OK button.

Price Discrepancy Report

Navigate to the correct window

1. Navigate to Inventory / Reports / Price Discrepancy Report.

Set the report parameters

1. Select the appropriate option from the Report dropdown list.
2. Select the appropriate period range from the From Period and To Period dropdown lists.
3. Select the appropriate location from the Location dropdown list.
4. Enter the appropriate date range in the From Date and To Date text boxes.
5. Select the appropriate option from the Include Invoice option.
6. Enter the discount percentage from where to list entries in the Cut Off % text box, if required.

Generate the report

1. Click the Accept button.

Print the report

1. Click the Print button.
2. Specify the print options.
3. Click the OK button.