Path: Inventory > Report > Stock Movement
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Stock Movement shows the movement (In and Out) of the stocks due to sale to customer, transfer, sales return or stocking in inventories. The The report will display opening and closing balance . For each transaction, two columns of 'IN' and 'OUT' will show stock being added or deducted from opening balance. Closing balance (final quantity) will appear at the bottom. |
This image below shows the main interface of the Stock Movement function / page to generate the report. User will have to key in values for fields such as Locations, Item Codes, Item Category, Item Status, Type, the dates and many other fields.
Take note on the Add-On / the enhancement fields that have been added to the Stock Movement Generate Report function:
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3. The newly added feature of Item Code Fuzzy Search will be at Inventory default and also allows selecting other Item types via drop down list.
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along with movement of the stock |
- Select Location
- Key in specific Item Code or click Item Code Fuzzy Search for search function → need to be more than 2 characters
- Key in Item Code Range → if want to filter by range
- Select Item Categories → if want to filter by category
- Select Item Status → All, active, inactive and deleted
- Select Item Type → deselect will generate all
- Select Date Range
- Select Transaction Type → deselect will generate all
- Select Order by → creation or transaction date
- Tick to show more details on Batch and Serial Number → if needed
- Tick Options to show more details → show location name, show reset MA, show foreign currency for purchases, show zero movement, show previous total value, show pagination
- Select Group by location → if needed
- Click Generate Report Now
- Click on Printable Page → to print current columns or tables
- Click Export Excel or CSV → to export current columns or table
NOTES:
- Tick Options to 'Show Previous Balance of Total Value' might slow down the server performance → system will give alert message
- Click on Document Number for pop up function
- The calculation of Inventory Value Columns are depends on each transactions, refer below:
- GRN → GRN Qty * Unit Price
- Purchase Return → PR Qty * Unit Price
- Customer Invoice → INV Qty * MA
- Sales Return → SR Qty * MA
- Trade In → TI Qty * Unit Price
- Adjustment → ADJ Qty * Unit Price
- Customer Consignment → CCO, CCI, CCC Qty * MA
- Supplier Consignment → SCI, SCO, SCC Qty * Unit Price
**The inventory value is displayed at 2 decimal place, you may move your mouse to see other value.
- Total Value is the cumulative amount of Inventory Value
Below image shows the error message that will be prompt or display to the user when user:
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ERROR: Please enter Item Code Fuzzy Search! When you filter by Item Category, please remember to "tick" All Item Code (in Item code Fuzzy Search) - Please be informed this can cause your server to crash
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Related WIKI Pages:
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