Inventory Transactions

Gives a total movement per inventory item by quantity or value for a specified date range. 

 Inventory module> Reports> Reports List 

 

 To generate the report, please select from the following fields: 

 

 

 

 Date From / Date To 

 

 Choose the date range for which you want to view the report from 

Select a date range of when you want to see the report to 

 

 

 Stock Type 

 

 Allows you to select a stock type from the drop-down Menu 

 

 

 

 Warehouse 

 

 If you select all warehouses the report will fetch data from all warehouses. If you want to search by a specific warehouse, select the warehouse from the menu. 

 

 

 

 Stock Code From / Stock Code To 

 

 If you leave the stock item fields blank, all stock items will be displayed on the report. 

 If you choose specific stock items, the report will sort information by stock item code rather than description. 

 Select a stock Item on the drop-down menu. 

 

 

 

 Group Type 

 

 Select the group type from the drop-down menu. 

 

 

 

 Sort By 

 

 Sort the report by selecting one option from the drop-down menu 

 

 

 

 Group Selection 

 

 Double click on the code from the list to move the group codes you wish to filter your report by to the selected window. 

 

 

 

 Employee 

 

 Select an employee you wish to filter the report by on the drop-down menu  

 

 

 

 Document Type 

 

 Select the document type from the drop-down menu 

 

 

 

 Stock Selection 

 

 Select either a quality or value option for the report 

 

 

 

 Date Type 

 

 Select a date type on the drop-down menu  

 

 

 

 Show Inactive Items 

 

 This option will show inactive items on the report if selected 

 

 

 

 Decimal Places 

 

 It is advisable to set decimals to two places 

 You can view the report with any number of decimal places. 

 

 

 

 Generate Button 

 

 Click the "Generate" button to open the report 

 You will have options to copy, email, or print the report 

 To view the report in an Excel document, click copy on the report and past it into an Excel file