Reports On Stock Controls

Overview

Surf Accounts has introduced a dynamic reporting option stocks. These reports are being classified into following categories.

  1. Stock Levels Report
  2. Stock Ledger Cards
  3. Stock Transaction Listings

To generate the reports select the Reports tab the following screen will appear.

Reports_On_Stock_Controls_Image_I.jpg

Stock Levels Report

Stock level report will show To generate the stock levels report select Reports» Stock » Stock Levels Report the following screen will appear.

Stock_Level_Reports.png

Sort the Report

The stock levels report can be sorted by products and by stock levels.

Stock_Level_Report_Image_II.jpg

Products

Select the products by using the product look up to sort the report product wise. By keeping the product column blank, the report will be generated for all the products entered into  Surf Accounts.

Stock Levels

Select the stock level by using the drop down. The report can be sorted by below minimum levels or by below reorder levels. 

Cutomisation of Stock Levels Report

To customise the Stock Levels Report select the Advance option. By selecting the Advance option a new pop up will be generated to include and exclude columns in the report. This includes the following columns.

Code

The product code is displayed here.

Description

The product description is displayed under the description column.

Category

The product category is displayed in this column.

In Stock

The quantity of product in stock is displayed under the in stock column.

On Order

The product quantity on order is displayed under this column.

Ordered

The product quantity already ordered is displayed under this column.

Stock Ledger Cards Report

Stock ledger cards report will show the movement of stocks for the business. To generate the Stock Ledger Cards Report select Reports» Stock » Stock Ledger Cards Report the following screen will appear.

Stock_Ledger_Card_Report_Image_III.png

Sort the Stock Ledger Card Report

The stock levels report can be sorted by Period Range and by the ‘Product Codes’.

Period Range

Select the period you want to generate the report from the drop down. By selecting the drop down select the   period range. By leaving this column as blank all the transactions will appear in the stock ledger card report.

Product Codes

Select the product to generate the report product wise. Select the product by using the product look up.

Cutomisation of Stock Ledger Card Report

To customise the Stock Ledger Card Report select the Advance option. By selecting the Advance option a new pop up will be generated to include and exclude columns in the report. This includes the following columns.

 

Code

The product code is displayed under this column.

Date

The transaction date is displayed under this column.

Doc. No.

The transaction type is displayed under this column. For e.g. it could be ordered in (ORD 1) , ordered out (OOUT2) , stock adjustment (SADJ) etc.

Type

The detail transaction type is displayed under this column. For e.g. it could be sales orders, orders out, purchase order, stock adjustment- stock in etc.

Notes

The note is displayed in this column if any.

Order In

The purchase order product quantity is displayed under order in column.

Stock In

The quantity of product in stock is displayed under stock in column.

Order Out

The sales order product quantity is displayed under order out column.

Stock Out

The quantity of product out of stock is displayed in the stock out column.

Stock In Hand

The stock in hand after the order out is displayed in this column.

Stock Transaction Listing Report

To generate the stock transaction listing report select Reports» Stock » Stock Transaction Listing Report the following screen will appear.

Stock_Transaction_Listing_Report_1.png

Sort the Stock Transaction Listing Report

The Stock Transaction Listing Report can be sorted by 'Date Range' and by the ‘Product Codes’.

Date Range

Select the date range for which you wish to generate the report. By selecting the drop down select the   date range. By leaving this column as blank all the transactions will appear in the stock transaction listing report.

Product Codes

Select the product to generate the report product wise. Select the product by using the product look up.

 Cutomisation of Stock Levels Report

 To customise the Stock Levels Report select the Advance option. By selecting the Advance option a new pop up will be generated to include and exclude columns in the report. This includes the following columns.

 

Code

Code displays the product code.

Description

The product description is displayed under the description column.

Category

The product category is displayed in this column.

In Stock

The quantity of product in stock is displayed under the in stock column.

On Order

The product quantity on order is displayed under this column.

Ordered

The product quantity already ordered is displayed under this column.

Toolbar functionality of the Reporting Browse (Print, Excel, Save, Email)

To Print, Save, Email and download the reports select the options from the toolbar of the reporting browse. The reports can be saved as PDF file to the local machine. You can also download the report as *xls file by selecting MS-Excel option.

Print

To print the reports select the print icon from the toolbar. A preview will be generated along with the ‘Print’ icon to print

MS Excel

To download the reports in MS Excel   format select the ‘Excel’ icon from the toolbar. The reports will be  downloaded in the local machine in MS Excel format.

Save

To save the reports locally select the  ‘Save’ option. The reports will be downloaded as a PDF File.

Email

To email the reports select the email option. A pop up will be generated to email the reports. The recipient will receive the report as a PDF file

 

To: Enter the email address of the recipient.

 

CC/BCC: Enter the email address if you wish to send a copy of the report.

 

Subject: Enter the subject line of the mail dialogue box.   

Go to top   uparrow.png

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk