Overview
This Report is useful for tracking Product movements.
The Report can include the Quantity and Cost of what has been Purchased, Sold, Adjusted in a Stocktake, Lost, Adjusted, Corrected and Transferred.
Prerequisites
- For an Operator to be able to access and run a Stock Summaries Report within BackOffice, the Allow Stock Reports flag within the Reporting tab of Operator Maintenance must first be enabled
- If this flag is not enabled, an Operator cannot access Stock Summaries
Accessing Stock Summaries
- Complete the following steps to access Stock Summaries:
- Log in to BackOffice
- From the side menu, Select "Stock Reports" to expand the list of Available Reports
- Select Stock Summaries which will open a new Stock Summaries Window
- Select the required Product Group from the Product tree
Reporting Options
- Product Totals
- Will list the totals of the Individual products rather than their parent group
- Include All
- Will display all the active and inactive products even when they don't have any movement
- Additional configuration options in the Header can also be used to generate more specific report data
"_Standard" View Formulas
- The Standard View for the Stock Summaries Report consists of the following data columns by default:
"_Transfers" View Formulas
- The Transfers View contains the following data columns by default:
"_Loss" View Formulas
- The Loss View contains the following data columns by default:
