Open topic with navigation

Stock Control

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

• Stock Movement
• Stock Transaction
• Stock Valuation
• Stock Levels by Location
• Stock Transfers
• Stock Write-Offs
• Write-Off Category
• Re-Order
• Stock Ordered
• Price Changes
• Archived Stocktakes

Return to top

Stock Movement

This report is able to give the following options:

• Range Selection – Standard Date Range, Stocktake Period Range
• Date Range
• Sort Order – Code, Description
• Group By – Department, Sales Categories, Location, Stock Item
• Options – Stock Value Summary by Location, Condensed Report, Include Valuation at Current Average Cost, Include Stock Items Without Movement Within Date Range, Word Wrap Descriptions, Decimal Places on Quantities
• Selection Range – Stock Item, Department, Location

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

Return to top

Stock Transaction

This report will give you the following options:

• Date Range
• Group By – Stock Item, Location
• Type Option – Sales, Layby
• Selection Range – Code, Description, Department, Location

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

Return to top

Stock Valuation

This report will give you the following options:

• Sort Order – Code Description
• Group By – Department, Sales Category, Supplier, Location
• Options – Cost Price for Valuation (Average Cost, Last Cost, Standard Cost, Selling Price), Negative Stock Levels Only, Layby Levels Only, Valuation Includes Laybys, Summary (available only when Group by Department, Sales Category or Location is selected)
• Selection Range – Code, Description, Department, Supplier, Location

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

Return to top

Stock Levels by Location

This report will give you the following options:

• Sort Order – Code, Description
• Group By – Department, Supplier
• Options – Location Selection, Show Value for Each Location, NOT Show Zero Quantity Items, Hide Cost Prices
• Selection Range – Code, Description, Department, Supplier, Attributes

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

Return to top

Stock Transfers

This report will give you the following options:

• Date Range
• Sort Order – Code, Description
• Group By – Department, Location
• Report Type – Transactions
• Options – Show Cost, Hide Items (only when ‘Transactions’ Report Type selected)
• Selection Range – Code, Description, Department, Location

This report will detail the transfers between the locations.

Return to top

Stock Write-Offs

This report will give you the following options:

• Date Range
• Sort Order – Code, Description
• Group By – Department, Location, Sales Category
• Selection Range – Code, Description, Department, Location

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

Return to top

Write-Off Category

This report will give you the following options:

• Date Range
• Group By – Location
• Selection Range – Code, Description, Location

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

Return to top

Re-Order

This report will give you the following options:

• Sort Order – Code, Description
• Group By – Department, Supplier, Location
• Options – Use Supplier Stock Codes, ReOrder Forms, Show All Items, Manufactured Items
• Selection Range – Code, Description, Department, Supplier, Location

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

Return to top

Stock Ordered

This report will give you the following options:

• Date Range – Order Date, Delivery Date
• Sort Order – Code, Description
• Group By – Delivery Date, Location, Supplier
• Options (available on Non-Head Office/Non-Site Management systems) – Show Outstanding Items Only, Consolidate Items, Condensed Order List, Decimal Places on Quantities.
• Options (available on Head-Office/Site Management systems) - Show Outstanding Items Only, Consolidate Items, Condensed Order List, Consolidate Site Items, Show Ordered, Show Quantity x4, Outstanding, Show Cost, Decimal Places on Quantities.
• Selection Range – Code, Description, Department, Supplier

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

Return to top

Price Changes

This report will give you the following options:

• Date Range
• Sort Order – Code, Description
• Group By – Department, Supplier
• Options – Change % Threshold, Selling Price Changes, Cost Price Changes
• Selection Range – Code, Description, Department, Supplier

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

of

Open topic with navigation