How do I create a stock list report?
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Contents
Summary
If you are keen to start creating your own reports this article guides you through creating a very simple Stock List report.
More Information
The Report Generator in Platinum is a very useful and powerful tool. Please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page who will be pleased to advise you on upcoming training course dates and availability.
Please see Report Generator - Getting Started for links to other useful articles.
Creating a Report
These instructions will guide you through creating a simple Stock list.
Go to " Stock Control Stock Reports Stock Report Generator".
- Add a new report
Follow the sections below in order:
Sort Order
- Under the "Var" column enter 'S03' - Stock Group or press <Shift+F2> to select this variable from a list of available variables.
- Press <Shift+F3>. You will see 'Group 1' appear under the "Group" column to the right of the screen.
 | This will allow you to list stock codes in Stock Group order and provide a total number of items per group. |
- Press <Enter> to move down to Row 2.
- Enter 'S01' - Stock Code.
Press <Esc> to return the report menu.
Range Filter (1)
- Under the "Var" column enter 'S03'- Stock Group.
- Press <Enter> to move to the "Op" column.
- Enter >= or press <F11> to view the available operators. In this case we are using Greater Than or Equal to.
- Press <Shift+F8>. You will see an asterix appear alongside the "S03" variable.
- Press <Enter> to move through the remaining columns until you are on the next row.
- Enter 'S03'- Stock Group.
- Press <Enter> to move to the "Op" column.
- Enter <= or press <F11> to view the available operators. In this case we are using Less Than or Equal to.
- Press <Shift+F8>. You will see an asterix appear alongside the "S03" variable.
- Press <Enter> to move through the remaining columns until you are on the next row.
| When running the report this will allow you to specify a range of Stock Groups to include or leave both fields blank to include all Stock Groups. |
- Enter 'S42'- Stock Depot.
- Press <Enter> to move across to the "Limit/Comparison" column.
- Press <F1> to scroll through depot codes until you find your stock depot.
- Press <Shift+F8>. You will see an asterix appear alongside the "S42" variable.
- Press <Enter> to move through the remaining columns until you are on the next row.
| When running the report this will allow you to specify a Stock Depot to report on. |
Press <Esc> to return the report menu.
Column Details
- Press <F2> to create column 1.
- Move down to "File Var." and enter 'S01' - Stock Code.
- Press <Enter> then <Esc> and [Accept] the column.
- Press <F2> to create column 2.
 | The system will automatically enter the position at which the column will be printed. It uses the previous column position plus that column's width plus 1 to allow for a space. |
- Move down to "File Var." and enter 'S02' - Stock Description.
- Press <Enter> then <Esc> and [Accept] the column.
- Press <F2> to create column 3.
- Move down to "File Var." and enter 'S07' - Cost Price.
- Move down to "Currency" and enter 'N'.
- Press <Enter> then <Esc> and [Accept] the column.
- Press <F2> to create column 4.
- Move down to "File Var." and enter 'S12' - Retail Price (Please note: this is excluding VAT).
- Move down to "Currency" and enter 'N'.
- Press <Enter> then <Esc> and [Accept] the column.
- Press <F2> to create column 5.
- Move down to "File Var." and enter 'S26' - Location.
- Press <Enter> then <Esc> and [Accept] the column.
- Press <F2> to create column 6.
- Move down to "File Var." and press <F1> to display '.03' - Condense Line.
- Press <Enter> then <Esc> and [Accept] the column.
Press <Esc> twice to return to the report menu.
Test Run
All new reports will output to the screen. You can change this setting later in the [Output Options] section.
- Click [Test Run].
- Click [Start].
You should see a simple list of stock codes.
Presentation
You may wish to make the report more presentable e.g. add a heading and total number of stock codes in each section.
- From the report menu select [Sort Order].
- On Row 1 press <F5>
- Press <F2> to create column 1.
- Move down to "Column Type" and enter 'Q'.
- Press <Enter> and type a suitable heading e.g. 'Group :'.
- Press <Esc> and [Accept] the column.
- Press <F2> to create column 2.
- Move down to "File Var." and enter 'S04' - Stock Group Description.
- Press <Esc> and [Accept] the column.
- Press <Esc>
- On Row 1 press <Shift+F5>
- Press <F2> to create column 1.
- Move down to "Column Type" and enter 'Q'.
- Press <Enter> and type a suitable heading e.g. 'Total :'.
- Press <Esc> and [Accept] the column.
- Press <F2> to create column 2.
- Move down to "File Var." and enter 'G01' - Group 1.
- Press <Esc> and [Accept] the column.
- Press <Esc>
Output Options
Specify how you wish to Output the report.
Saving the Report
When you have completed your report click [Finish Editing] and click [Accept].
Having created this report you may wish to be brave and amend it to suit your purpose! See Modifying a Report Generator System Report for instructions on how to copy a report. This way you always have a backup to return to.
See Also
