Stock Reporting

Stock Reports show the valuation of stock, the quantity of stock on hand, stock allocated to a job or a stock order from a supplier.

 

Tip: This article will cover details specific to generating Stock Reports; for an overview of how reporting works overall click here.

 

Generating a Stock Report

  1. Click  from the Side Menu
  2. Click Stock Report

 

  1. Select the date range you wish the report to cover
  2. Select the output format (either PDF or CSV)

Unique search criteria Stock Report

Part No

  1. Click the field next to Part Noto run a report for a specific Part Number
  2. Enter the relevant Part Number
  3. Click

Part Name

  1. Click the field next to Part Name  to run a report for a specific Part Name
  2. Enter the relevant Part Name
  3. Click 

Group Description

  1. Click the field next to Group Description  to run a report for a specific Part Group description
  2. Enter the relevant Part Group description
  3. Click 

 

Tip: If you need to know how to find the part name or number or the group it belongs to click here

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.