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Stock Control

The Stock Control group has eleven reports that are available which are:

 

Tip!

The End of Day Time, First Day of Week, Start of Financial Year and Sessions/Session Times can all be customised in Idealpos which will affect the date range (From/To) that's used when using any of the pre-defined periods in the Date Range option.

The locations in Idealpos where these settings can be customised are summarised below:

 

End of Day time - Back Office > Setup > Global Options > General > End of Day.

First Day of Week - Back Office > Setup > Global Options > General > First Day of Week.

Start of Financial Year - Back Office > Setup > Global Options > Miscellaneous > Start of Financial Year

Sessions - Back Office > Setup > Global Options > Restaurant > Sessions - Only session names and times that have been configured will appear as an available period in the reports that support the selection of a session.

 

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Stock Movement

This report gives the following options:

 

 

This report will detail all the possible movements recorded for each stock item in the selected date range.

 

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Stock Transaction

This report will give you the following options:

 

 

This report provides a detailed list of stock transactions that have been performed.

 

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Stock Valuation

This report will give you the following options:

 

 

Calculates stock level multiplied by costs price to total the valuation of stock.

 

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Stock Levels by Location

This report will give you the following options:

 

 

This report will show the current stock levels for the stock items in the corresponding locations.

 

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Stock Transfers

This report will give you the following options:

 

 

This report will detail the transfers between the locations.

 

 

 

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Stock Write-Offs

This report will give you the following options:

 

 

This report will detail any stock write offs that have been performed.

 

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Write-Off Category

This report will give you the following options:

 

 

This report will display the write off categories and the value written off for each.

 

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Re-Order

This report will give you the following options:

 

 

This report is used in conjunction with par levels to help maintain a set level of stock.

 

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Stock Ordered

This report will give you the following options:

 

 

This report will show details of the stock that has been ordered.

 

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Price Changes

This report will give you the following options:

 

 

This report will detail the stock items that have had price changes.

 

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Stock Totals by Week

This report will give you the following options:

 

 

This report will display the following details as per the example screenshot below: