Stock Management

The Stock Report Writer is a comprehensive report used by the Practice to determine what stock items are currently available. Various financial details such as Year to date, Sales-, Purchases-, Sales Credit-, Purchase Credit-, Adjustment-, Transfer Quantity and Values can be displayed on the report. As a result, the report will be included in the reports provided to the Practices Auditors as needed and should be one of the monthly Practice reports. The report is used as a stock on-hand report to view the quantity and values that are available. The Stock Report Writer will always include the totals until today.

• Log in to the GoodX Desktop using your GoodX username and password. 
• From the Navigator, Double Click on the Stock Module.

• The Stock Manager screen will open.

• Click on Reports from the menu bar.

• Click on Stock Report Writer from the sub-menu that opens.

• The Choose a Profile screen will open.

• For an extensive explanation of the Report Parameters and Setup please refer to the user manual: Stock Report Writer  - Settings and Parameters

Please Note: On the Choose profile screen by default will be the Blank and No Name profile.

• Select the profile you want to view by clicking on the desired profile. 
• The Stock Movement Detail profile will be used as an example for the user manual. 

• Click on the Print to grid button to continue opening the report.

• The Timespan for report screen will open.

• The following options are now available:
  
• All Dates: This option will include all transactions that were posted in the financial period from and to that was selected.
  
• Between capture dates: This option will allow you to see transactions on dates it was captured.
  
• Between transaction dates: This option can be selected when you need to see info on specific transaction dates.
  

• Click on the Back button to return to the Choose a Profile screen.
  

• Click on the Next button to continue to the report.
  

• The Stock Report writer will print to screen.

• For a comprehensive explanation of all the details on the Stock Report Writer please refer to the user manual: Stock Report Writer - Calculations and Layout.

Report Options 

• Additional options will be available for the Stock Report Writer report:
• Mail a view: Enables the user to email the current view of the Stock Report Writer report to the desired recipients.

• Print: Prints the Stock Report Writer report of the current view to the screen with options available for the printed report. For more information regarding the print options that are available, please refer to the user manual: Options to Print.

• Mail All Views: This allows the user to email all the tabs that are on the report.

• Export: Exports the Stock Report Writer report to an Excel spreadsheet. 

• Exit: Closes the report and returns to the Stock Report Writer report Choose a Profile screen.

• Click on the Close button on the Current profile: Stock Report Writer screen to return to the Stock Manager screen.