What Stock Reports should I run?

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 report shows the history of Sales and Purchase Orders that have been received into stock and subsequently been invoiced received and the order has purged. It will detail everything you need to track the order back to the Goods Received Note and the Stock History.