Difference between revisions of "What Stock Reports should I run?"
Jeremy Shave (talk | contribs) (New page: == Summary == This article advised on which stock reports are useful and where to find them. == Details == Get into "Counter Operations" -> "Stock Control Reports" Here is a selection of ...) |
Jeremy Shave (talk | contribs) |
||
| Line 1: | Line 1: | ||
== Summary == | == Summary == | ||
| − | This article | + | This article explains which stock reports are useful and where to find them. |
== Details == | == Details == | ||
| Line 6: | Line 6: | ||
Here is a selection of reports that are designed to meet all of your needs. | Here is a selection of reports that are designed to meet all of your needs. | ||
| − | *Stock Profit Summary | + | *'''Invoiced Stock Profit-Summary''' |
| − | This report shows the sales of parts between a date range broken down by Depot, Stock Group | + | This report shows the sales of parts between a date range broken down by Depot, Type (Retail|Internal|Warranty) and Stock Group. Detailing the part number and description, Quantity sold, Total price, Average Price Sales Price, FIFO Cost, Profit and Profit Margin as a percentage. |
| − | * | + | *'''Employee Profit Summary-Summary''' |
| − | This report shows the sales of parts between a date range broken down by Depot, Employee, Stock Group | + | This report shows the sales of parts between a date range broken down by Depot, Employee, Type (Retail|Internal|Warranty) and Stock Group. Detailing the part number and description, Quantity sold, Total price, Average Price Sales Price, FIFO Cost, Profit and Profit Margin as a percentage. |
| − | * | + | *'''Profit Summary (By Stk Group)''' |
| − | This report shows the sales of parts between a date range broken down by | + | This report shows the sales of parts between a date range broken down by Stock Group. Detailing the Qty Sold, Retail, FIFO Cost, Profit |
| − | * | + | *'''Profit Summary (By Employee)''' |
| − | This report shows the sales of parts between a date range broken down by Employee | + | This report shows the sales of parts between a date range broken down by Employee. Detailing the Qty, Retail, FIFO Cost, Profit and Profit Margin as a percentage. |
| + | |||
| + | *'''Valuation at a date - Summary''' | ||
| + | This report shows the valuation of stock broken down into stock group. Detailing Stock Group and FIFO Cost Value. | ||
| + | |||
| + | *'''History Reports''' | ||
| + | This is a very useful report/tool and is widely used. It's designed to interrogate the Stock History and give you details of the three types of of stock movements:- | ||
| + | |||
| + | Sales|Purchase|Adjustments. | ||
| + | |||
| + | *'''Order History Reports''' | ||
| + | This reports shows Purchase and Sales Orders that have received into stock and subsequently been invoiced received i.e. the invoice has been checked against what has been received into stock and the order has now been purged using the Invoiced Received Process. | ||
Revision as of 16:01, 2 January 2009
Summary
This article explains which stock reports are useful and where to find them.
Details
Get into "Counter Operations" -> "Stock Control Reports" Here is a selection of reports that are designed to meet all of your needs.
- Invoiced Stock Profit-Summary
This report shows the sales of parts between a date range broken down by Depot, Type (Retail|Internal|Warranty) and Stock Group. Detailing the part number and description, Quantity sold, Total price, Average Price Sales Price, FIFO Cost, Profit and Profit Margin as a percentage.
- Employee Profit Summary-Summary
This report shows the sales of parts between a date range broken down by Depot, Employee, Type (Retail|Internal|Warranty) and Stock Group. Detailing the part number and description, Quantity sold, Total price, Average Price Sales Price, FIFO Cost, Profit and Profit Margin as a percentage.
- Profit Summary (By Stk Group)
This report shows the sales of parts between a date range broken down by Stock Group. Detailing the Qty Sold, Retail, FIFO Cost, Profit
- Profit Summary (By Employee)
This report shows the sales of parts between a date range broken down by Employee. Detailing the Qty, Retail, FIFO Cost, Profit and Profit Margin as a percentage.
- Valuation at a date - Summary
This report shows the valuation of stock broken down into stock group. Detailing Stock Group and FIFO Cost Value.
- History Reports
This is a very useful report/tool and is widely used. It's designed to interrogate the Stock History and give you details of the three types of of stock movements:-
Sales|Purchase|Adjustments.
- Order History Reports
This reports shows Purchase and Sales Orders that have received into stock and subsequently been invoiced received i.e. the invoice has been checked against what has been received into stock and the order has now been purged using the Invoiced Received Process.
