Best Practice Guidelines: Stock Management




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10. Reports

10.1. Stock Item Info



The Stock Item Info is a short summarized report with a quick view of the item movement and information on the item. There is no pre-setup necessary to draw this report.


The Stock Info Report can be used for the following reasons:

  1. Year to date summarized Quantity and Value on the stock item 
  2. Per Warehouse summarized, per Warehouse Quantity and Value
  3. Summarized totals of Sales, Purchases, Transfers, Credit Notes and Adjustments on the item
  4. Per Financial period quantity and value on the stock item
  5. Summarized movement on the item to investigate any typing mistakes
  6. Summarized movement on the item to investigate any work not up to date yet
The following information can be checked through the Stock Item info report:

  1. Quantity on hand per single item
  2. Opening Balance and Closing Balance per item
  3. Summarized quantity and value per Warehouse
  4. GP% for the item
  5. Sales, Cost of sale and Gross Profit Rand Value per period
  6. Weighted Average value
  7. Last Purchase Price value per unit

EXAMPLE OF A STOCK ITEM INFO REPORT

Stock item info


Functions that will be used in GoodX

  • Stock item info (Stock Setup > Stock > Correct category > Correct item > Print > Stock item info)