StockTake Report

The Stocktake Report can be used to check stock quantity and values in previously closed periods.

• Use the drop-down menu to select the Period & Category you wish to check.
• Click on the Show Report button once you have made your choices.
• You will be presented with a table showing the following information:
  1. Category > Group – category and group of the product.
  2. Product –the name of the product.
  3. Pack-Size – packaging size of the product.
  4. Cost / Unit – cost per unit of the product.
  5. Stock Qty – the unit amount of stock for that product.
  6. Stock Value – the money value of stock for that product.
• At the bottom of the table the total will be shown.
• * indicates Rolling stock.
• On the top right, by Group will present a small table showing the Group and the total value of the stock amount for that group.
• by Category will display a similar table showing the Product Category and total value of the stock for that category.
• If you would like to view the information in a .CSV format, click on Export.
• Clicking Print will show you an easy-to-read page for printing.