Stock Management

The Practice can use the Stock Movement Detail report to see the complete audit trail details of each stock item for a specific time period. Details such as the opening and closing balances, unit price, transaction types, running totals, and supplier details can all be seen per stock item per warehouse. The Movement report can be created for a single item, a list of items, or all items with movement or without movement.

• 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 the Reports menu on the menu bar.

• Click on the Stock Movement: Detail 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 Movement Detail-Setting and Parameters.

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

• Select the desired profile to view by clicking on the 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 the dates it was captured.
• Between transaction dates: This option can be selected when you need to see info on specific transaction dates. 

• For an extensive explanation of the report parameters and setup please refer to the user manual: Stock Movement Detail-Setting and Parameters.

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

• Click on the Next button to continue.

• The Stock Movement: detail screen will open.

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

Please Note: The information and columns shown on the report will be dependent on the options selected during the setup. 

Screen Menu

• Click on Screen on the menu bar for more options that are available for the Stock Movement Detail screen.

• A sub-menu will open. 

• For an extensive explanation on the Screen sub-menu, please refer to the user manual: Screen Menu on Reports.

Report Options 

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

• Print: Prints the Stock Movement Detail 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 Movement Detail report to an Excel spreadsheet. 

• Exit: Closes the report and returns to the Stock Movement Detail report Choose a Profile screen.

• Click on the Close button on the Current profile: Stock Usage report screen to return to the Stock Manager screen.