Skip to main content

Stock Purchasing Forecast Report

Inventory> Reports> Report List

image.png

Document Dates

Select document days on the drop drop-down selectionmenu

Leave document selection on all if you want the report to show all document dates
Sort By Sort the report by selecting one option from the drop drop-down arrowmenu
Stock Type Select stock type on the drop drop-down selectionmenu
Item From

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
Supplier

Filter report by the supplier if you want to pull report by a specific supplier

Leave this section black if you want to pull the report on all customers
Incl Lead Time Put a tick on if you wish to include lead time on the report
Filter By Group Codes Put a tick on if you want to filter the report by group code
Decimal

It is advisable to set decimals to two places

You can view the report with any number of decimal places.
Only Show Negative Values Put a tick on if you only want to show negative values on the report
Warehouse

SelectIf 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 drop down arrow

If you leave the warehouse on all the report will pull on all warehouses

menu.
Item To Select the stock item to
Type

SelectType allows you to refine your report typeto only show Item Quantity of sales, Sales Value, Cost of Sales or viewQuantity type

and

SelectSales iftogether. you want to view the detailed version of the report or just the summary of the report
Min / Max Select Min/Max on you want to run your report by or leave it on none if you do not wish to filter the report by min/max
Group Selection Select a group selection on the drop down
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, copy the report and paste it into an Excel file
Export Button

This allows you to export the report to Exelan Excel file 

Back to top