Inventory Reports - Stock Check

Buttons Explained

• View: Generates a Stock Check Report based on the selected filters.

• Output: Available upon request.

• Menu

Filters Explained

• Date: Users can select a Date option from the dropdown list. Depending on the chosen option, Start and End Dates for the report can be set in the provided blocks. 

• ⬅ ➡ : Adjusts the Date field depending on the option chosen next to Date.

• Category: A dropdown list of categories allowing users to view All or a specific Category.

• Location: A dropdown list of locations allowing users to view All or a specific Location. 

• Sort On: Additional sort options to sort the records by:

  • Description

  • Code

  • Sub Category

  • Variance (Qty) 

• Active: A checkbox that if checked will only show Active Inventory Items.

Fields Explained

• Field Chooser (*): Allows users to add or remove columns.

• ID: The system-generated number of the stock-check transaction.

• Customer: The name of the Customer that is linked to the inventory item.

• Category: The inventory item's Category.

• Sub Category: The inventory item's Subcategory.

• StockID: The system-generated number for the Stock Check transaction at each location.

• SCID: The system-generated number allocated to the Stock Check inventory item.

• Status: The Status of the Stock Check transaction.

• Description: A Description of the inventory item.

• Code: The inventory item's Code.

• Serial No.: The Serial Number of the inventory item, if the inventory item is tracked using its serial number.

• Location: The Location of the inventory item.

• Date: The Date of the original transaction.

• Unit Price: The Unit Price of the inventory item.

• System: The Quantity that should be In Stock based on the transactions.

• Counted: The Counted Quantity in stock.

• Variance: The difference between the system and counted inventory on hand.

• Unit: An abbreviation describing the item's Unit.

• System (Amt): The Value of the stock on hand based on the transactions.

• Counted (Amt): The Value of the counted stock on hand.

• Variance (Amt): The Value difference between the system and counted inventory on hand.

• Created by: The name of the User who created the entry.

• Updated: The Date on which the entry was updated.

• Updated by:  The name of the User who updated the entry.

• Menu (...): A submenu that can also be accessed by right-clicking an item:

  • Open Item: Opens the item's setup page.

  • Open Item Dashboard: Displays a Summary of the item's activity.

Related Topics

• Reference: Inventory Reports - Main Page

• Reference: Inventory Reports - Default View

• Reference: Inventory Reports - Transactions

• Reference: Inventory Reports - Batch Items

• Reference: Inventory Reports - Serial Numbers

• Reference: Inventory Reports - Accounting

• Reference: Inventory Reports - Replenishment

• Reference: Inventory Reports - Over/Under

• Reference: Inventory Reports - Ageing

• Reference: Inventory Reports - Setup

• Tutorial: Inventory Reports