Stock Reports

These reports will cover all of your stock holding, including stock movements, low stock and aged stock. 

FAQs

Real Time Data

Are the reports up to date?

All reports show a snapshot of data at the instant that they were generated. As such, they are always up to date.

General

Are Reports sortable?

All reports are sortable - simply click on the headers.

Can a report be exported?

All reports are exportable as a CSV.

Why are some results 'N/A' or simply blank?

This will be due to missing information, e.g. products that are sold which have not been assigned to a Department, or to a Brand with a blank entry in the name. 

Low Stock

This screen lists anything that is out of stock or is below the minimum threshold set for that product.

To set a low stock threshold, edit the Product in the Inventory tab 

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Filters

This report may be filtered by:

Key to icons

image.png = download report

FAQs

FAQs for Stock Reports may be viewed here

Stock Notify

This report shows all Products about which customers have asked to be notified about when they come back in stock. 

Customers will be emailed automatically when stock is added to these products.

It is also possible to view the individual customers who have been notified about each product; conversions are logged and reported on here. 

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Filters

This report may be filtered by:

Key to icons

image.png = download report

image.png = view customers who have been sent a back in stock notification for this product

FAQs

FAQs for Stock Reports may be viewed here

Stock History

This report shows all stock adjustments via the system for a particular date range.

It will show all stock amendments within a given period, which user amended the stock and when. 

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Adjustment or Replacement

All records are listed as one of these two:

Reason

This provide a list of reasons, and one will be ascribed to each record in the report:

If a User has recorded a note, that will also be shown in the reason column

Filters

This report may be filtered by:

Key to icons

image.png = download report

FAQs

FAQs for Stock Reports may be viewed here

Stock Discrepancy

This report provides you with a list of all stock discrepancies over time, both as a value (based on cost price) and stock quantity. These overages and write-offs are based on Stock Takes and manual inventory alterations.

The report provides a headline value of both overage and write offs. These are based on unexplained Stock Discrepancies; automated Stock Matching will automatically resolve Stock Discrepancies where possible. 

It is possible to manually mark Stock Discrepancies as resolved from this screen by using the tick boxes on the right hand side; doing so will not remove the record, but will exclude it from the totals at the top of the report.

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Colour Coding

Overages are marked in green.

Write offs are marked in red.

Resolved Stock Discrepancies are not highlighted, and are shown in white.

Filters

This report may be filtered by:

Key to icons

image.png = download report

FAQs

FAQs for Stock Reports may be viewed here

Stock Holding

This report can be used to give you a full valuation of stock held at a specific location. Select your Store and Stock Location at the top of the screen.

This gives a breakdown by Variant, and will not detail the Unique Stock Items, e.g. you have five Example Sofas in the same location; the report will not detail that one is red, one is blue and three are green.

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Filters

This report may be filtered by:

Key to icons

image.png = download report

FAQs

FAQs for Stock Reports may be viewed here

Aged Stock

This report shows individual stock records, their cost price and the date they were added to the system.

It can also be used to view the individual unit prices of each unit of stock in the database.

This gives a breakdown by Variant, and will not detail the Unique Stock Items, e.g. you have five 'Example Sofas' in the same location; the report will not detail that one is red, one is blue and three are green.

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Filters

This report may be filtered by:

Key to icons

image.png = download report

FAQs

FAQs for Stock Reports may be viewed here

Logistics

This report shows a calendar view of goods coming in and out of your Store(s). This will include:

It also displays a breakdown of precisely which products are expected in via a Purchase Order. 

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Filters

This report may be filtered by:

Key to icons

image.png = download product report

FAQs

FAQs for Stock Reports may be viewed here