How do I create a stock list report?

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

See How do I Create a Report Sort Order? to understand the fields here. The variables that you will need are :

'S03' - Stock Group

• • Set the "Group" here to 'Group 1'.

'S01' - Stock Code.

Press <Esc> to return the report menu.

Range Filter (1)

See How do I Create a Range Filter? to understand the fields here. The variables that you will need are :

'S03'- Stock Group.

• Set the "Op." to be '>='. This represents 'Greater Than or Equal to'.
  • Press <Shift+F8>. You will see an asterix appear alongside the "S03" variable.

'S03'- Stock Group.

• Set the "Op." to be '<='. This represents 'Less Than or Equal to'.
  • Press <Shift+F8>. You will see an asterix appear alongside the "S03" variable.

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.

'S42'- Stock Depot.

• • Press <Shift+F8>. You will see an asterix appear alongside the "S42" variable.

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

See How do I Create a Report Column? to understand the fields here. The variables that you will need are :

Column 1 - 'S01' - Stock Code.

Column 2 - 'S02' - Stock Description.

Column 3 - 'S07' - Cost Price.

• • Move down to "Currency" and enter 'N'.

Column 4 - 'S12' - Retail Price (ex VAT).

• • Move down to "Currency" and enter 'N'.

Column 5 - 'S26' - Location.

Column 6 - '.03' - Condense Line.

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

• Report Generator - Getting Started

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Keywords AND Misspellings

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