Difference between revisions of "How do I find Stock History?"

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m (New page: == Summary == This article explains how to get the detailed history of any items of stock in the system. == More Information == Go to "Stock Control" -> "Stock Reports" -> "History Repor...)
 
 
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== More Information ==
 
== More Information ==
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This report can be used in several different ways, for example:
  
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Go to "Stock Control" -> "Stock Reports" -> "History Reports" -> "Stock History".
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** To find out how the current stock quantity has been calculated i.e. show all sales, purchases and adjustments for an item.
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* There are a number of filters on the report that can be used to restrict the report to a particular stock code, group or supplier etc.  
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** To find out which customer bought a particular item or items.
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** To find out from whom an item/items were purchased.
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** To find out which items were sold under a specific invoice number.
  
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{{Note|text=These filters are optional, not "Mandatory" fields and as such you do not have to fill in all of them, only the ones you need.}}
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Go to {{Menu|{{ST}}|Stock Reports|History Reports|Stock History}}.
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* There are a number of filters on the report that can be used to restrict the report to a particular stock code, group or supplier etc.
  
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There is also a drop down box at the top of the report headed '''"Movement Type"'''. This can be switched between the following options
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{{Note|text=These filters are optional, not mandatory and as such you do not have to fill in all of them, only the ones you need.}}
  
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*All
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There is also a drop down box at the top of the report headed {{DataPrompt|Movement Type:}}. This can be switched between the following options
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*Sales
 
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*Purchases
 
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*Adjustments
 
  
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These can be used in conjunction with the filters to make this a very flexible report.
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* {{DataValue|All}}
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* {{DataValue|Sales}}
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* {{DataValue|Purchases}}
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* {{DataValue|Adjustments}}
  
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{{Example|title=Example|text=If you want to see all the parts you have purchased from a particular supplier in a date range, fill in the dates, the supplier account code and set the movement type to ''Purchases'' and this will give the required result.}}
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These can be used in conjunction with the filters to make this a very flexible report.
 +
 
 +
{{Example|text=If you want to see all the parts you have purchased from a particular supplier in a date range, fill in the dates, the supplier account code and set the movement type to {{DataValue|Purchases}} and this will give the required result.}}
  
 
Once the relevant fields have been entered, press {{KeyPress|F2}} or left click {{Button|Start}}.
 
Once the relevant fields have been entered, press {{KeyPress|F2}} or left click {{Button|Start}}.
  
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{{FAQ}}{{KB_Tags|Stock, History}}{{KB_ST}}
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=== View/Print Information ===
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Prior to clicking {{Button|Start}} you may choose {{DataValue|Screen}} or {{DataValue|Printer}} from the {{DataPrompt|Print/display report}} drop down.
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* Alternatively, view the report on screen then click the {{Button|Print Selection}} button.
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* Choose {{Button|Print}}, {{Button|Excel}} or {{Button|CSV}}.
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== See also ==
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* [[How do I find a stock code?]]
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* [[What is the Stock Period?]]
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* [[How do I View Who Dealt with a Stock Item?]]
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{{KB_Tags|stock, history, sales, who bought, who purchased, previous purchase, stock take, previous sales, stock level, purchases, adjustments}}
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{{FAQ}}{{How}}{{KB_ST}}

Latest revision as of 14:09, 15 March 2023

Summary

This article explains how to get the detailed history of any items of stock in the system.

More Information

This report can be used in several different ways, for example:

    • To find out how the current stock quantity has been calculated i.e. show all sales, purchases and adjustments for an item.
    • To find out which customer bought a particular item or items.
    • To find out from whom an item/items were purchased.
    • To find out which items were sold under a specific invoice number.

Go to " Stock Control Stock Reports History Reports Stock History".

  • There are a number of filters on the report that can be used to restrict the report to a particular stock code, group or supplier etc.
These filters are optional, not mandatory and as such you do not have to fill in all of them, only the ones you need.

There is also a drop down box at the top of the report headed "Movement Type:". This can be switched between the following options

  • 'All'
  • 'Sales'
  • 'Purchases'
  • 'Adjustments'

These can be used in conjunction with the filters to make this a very flexible report.

If you want to see all the parts you have purchased from a particular supplier in a date range, fill in the dates, the supplier account code and set the movement type to 'Purchases' and this will give the required result.

Once the relevant fields have been entered, press <F2> or left click [Start].

View/Print Information

Prior to clicking [Start] you may choose 'Screen' or 'Printer' from the "Print/display report" drop down.

  • Alternatively, view the report on screen then click the [Print Selection] button.
  • Choose [Print], [Excel] or [CSV].

See also


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Keywords AND Misspellings
stock, history, sales, who bought, who purchased, previous purchase, stock take, previous sales, stock level, purchases, adjustments
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