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5 | Stock Summaries Report

This article covers the Stock Summaries report in detail which displays the Stock activity by Product and Store, and by Shift or Date range. This Report is useful for tracking Product movements. The Report can include the Quantity and Cost of what has been Purchased, Sold, Adjusted in a Stocktake, Lost, Adjusted, Corrected and Transferred.

This article covers the Stock Summaries report in detail which displays the Stock activity by Product and Store, and by Shift or Date range.

This Report is useful for tracking Product movements.

The Report can include the Quantity and Cost of what has been Purchased, Sold, Adjusted in a Stocktake, Lost, Adjusted, Corrected and Transferred.

Prerequisites

  • For an Operator to be able to access and run a Stock Summaries Report within BackOffice, the Allow Stock Reports flag within the Reporting tab of Operator Maintenance must first be enabled
  • If this flag is not enabled, an Operator cannot access Stock Summaries

Accessing Stock Summaries
  • Complete the following steps to access Stock Summaries:
    1. Log in to BackOffice
    2. From the side menu, Select "Stock Reports" to expand the list of Available Reports
    3. Select Stock Summaries which will open a new Stock Summaries Window
    4. Select the required Product Group from the Product tree

Reporting Options

  • Product Totals
    • Will list the totals of the Individual products rather than their parent group
  • Include All
    • Will display all the active and inactive products even when they don't have any movement
  • Additional configuration options in the Header can also be used to generate more specific report data

Report View Options

          '_Standard' View

          • This is the default View of Stock Summaries and contains the following fields:

           

          Field Name

          Description
          Product Name
          • This is the Products Std/Short Name
          Cost Ex Received
          • Value of the goods received excluding Tax
          Cost Ex Stock Sold
          • Value of the Stock Sold excluding Tax
          Cost Ex Stock-Take
          • Value of the Stock-take excluding Tax
          Cost Ex Loss
          • Value of the Loss excluding Tax
          Cost Ex Adjust
          • Value of the Adjust excluding Tax
          Cost Ex Correction
          • Value of the Correction excluding Tax
          Cost Ex XferIn
          • Value of the product Quantity Transferred In excluding GST
          Cost Ex XferOut
          • Value of the product Quantity Transferred Out excluding GST
          QTY Received
          • Nett value of the Quantity Received
          QTY StockSold
          • Nett value of the Quantity StockSold
          QTY Stocktake
          • Nett value of the Quantity Stocktake
          QTY Loss
          • Nett value of the Quantity Loss
          QTY Adjust
          • Nett value of the Quantity adjust
          QTY Correction
          • Nett value of the Quantity Correction
          QTY XferIn
          • Nett value of the product Quantity Transferred In
          QTY XferOut
          • Nett value of the Product Quantity Transferred Out

           

          '_Transfers' View

          • This View displays all the Stock Movements within the Venue
          • Out of all the fields in Standard view, this view type only refines data that shows stock transfers

           

          Field Name

          Description
          Product Name
          • This is the Product Std/ Short Name
          QTY XferIn
          • Nett value of the product Quantity Transferred In
          Cost Ex XferIn
          • Value of the product Quantity Transferred In excluding GST
          QTY XferOut
          • Nett value of the Product Quantity Transferred Out
          Cost Ex XferOut
          • Value of the product Quantity Transferred Out excluding GST

          '_Losses' View

          • This View shows the total loss incurred in the business due to products
          • This displays the products that caused loss along with the loss value

           

          Field Name

          Description
          Product Name
          • This is the Products Std/Short Name
          QTY Loss
          • This is the value of product quantity loss
          Cost Ex Loss
          • This is the value of product quantity loss excluding Tax
          Retail Losses
          • This is the total value of the Retail Losses

           

          • Operators can also create Custom Views by clicking on the 'View' button located in the Reporting Options