Difference between revisions of "What Stock Reports should I run?"
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== Summary == | == Summary == | ||
This article explains which stock reports are useful and where to find them. | This article explains which stock reports are useful and where to find them. | ||
| + | |||
| + | Get into "Counter Operations" -> "Stock Control Reports" | ||
== Details == | == Details == | ||
| − | + | Using our experience we have grouped together a list of useful reports that are widely used throughout our customer base. This selection of reports are designed to meet all your needs. | |
| − | |||
*'''Invoiced Stock Profit-Summary''' | *'''Invoiced Stock Profit-Summary''' | ||
| − | This report shows the sales of parts between a date range | + | This report shows the sales of parts between a date range broke down by Depot, Type (Retail|Internal|Warranty) and Stock Group. Detailing the part number and description, Quantity sold, Total price, Average Price Sales Price, FIFO Cost, Profit and Profit Margin as a percentage. |
*'''Employee Profit Summary-Summary''' | *'''Employee Profit Summary-Summary''' | ||
| − | This report shows the sales of parts between a date range | + | This report shows the sales of parts between a date range broke down by Depot, Employee, Type (Retail|Internal|Warranty) and Stock Group. Detailing the part number and description, Quantity sold, Total price, Average Price Sales Price, FIFO Cost, Profit and Profit Margin as a percentage. |
*'''Profit Summary (By Stk Group)''' | *'''Profit Summary (By Stk Group)''' | ||
| − | This report shows the sales of parts between a date range | + | This report shows the sales of parts between a date range broke down by Stock Group. Detailing the Qty Sold, Retail, FIFO Cost, Profit |
*'''Profit Summary (By Employee)''' | *'''Profit Summary (By Employee)''' | ||
| − | This report shows the sales of parts between a date range | + | This report shows the sales of parts between a date range broke down by Employee. Detailing the Qty, Retail, FIFO Cost, Profit and Profit Margin as a percentage. |
*'''Valuation at a date - Summary''' | *'''Valuation at a date - Summary''' | ||
| Line 22: | Line 23: | ||
*'''History Reports''' | *'''History Reports''' | ||
| − | This is a very useful report/tool and is widely used. It's designed to interrogate the Stock History and give you | + | This is a very useful report/tool and is widely used. It's designed to interrogate the Stock History and give you detail of the three types of stock movements:- |
Sales|Purchase|Adjustments. | Sales|Purchase|Adjustments. | ||
Revision as of 16:12, 2 January 2009
Summary
This article explains which stock reports are useful and where to find them.
Get into "Counter Operations" -> "Stock Control Reports"
Details
Using our experience we have grouped together a list of useful reports that are widely used throughout our customer base. This selection of reports are designed to meet all your needs.
- Invoiced Stock Profit-Summary
This report shows the sales of parts between a date range broke down by Depot, Type (Retail|Internal|Warranty) and Stock Group. Detailing the part number and description, Quantity sold, Total price, Average Price Sales Price, FIFO Cost, Profit and Profit Margin as a percentage.
- Employee Profit Summary-Summary
This report shows the sales of parts between a date range broke down by Depot, Employee, Type (Retail|Internal|Warranty) and Stock Group. Detailing the part number and description, Quantity sold, Total price, Average Price Sales Price, FIFO Cost, Profit and Profit Margin as a percentage.
- Profit Summary (By Stk Group)
This report shows the sales of parts between a date range broke down by Stock Group. Detailing the Qty Sold, Retail, FIFO Cost, Profit
- Profit Summary (By Employee)
This report shows the sales of parts between a date range broke down by Employee. Detailing the Qty, Retail, FIFO Cost, Profit and Profit Margin as a percentage.
- Valuation at a date - Summary
This report shows the valuation of stock broken down into stock group. Detailing Stock Group and FIFO Cost Value.
- History Reports
This is a very useful report/tool and is widely used. It's designed to interrogate the Stock History and give you detail of the three types of stock movements:-
Sales|Purchase|Adjustments.
- Order History Reports
This report shows the history of Sales and Purchase Orders that have been received into stock and subsequently been invoiced received and the order has purged. It will detail everything you need to track the order back to the Goods Received Note and the Stock History.
