How to Track your Stock reports in POS?
The stock summary report provides a comprehensive overview of current stock levels and their corresponding value. On the other hand, the stock transaction report captures a detailed record of all transactions associated with a specific stock item, including sales, purchases, returns, and adjustments. These reports offer valuable insights into stock movement and help businesses track inventory activity, facilitating effective inventory management and informed decision-making.
- Click On
the icon at the Bottom panel, and the sales summary Dashboard will open; now, if we select the Stock option, we can see some more sub-reports on the Reports page.
Let us see each of the Reports.
Stock List By age - This Report primarily gives we information of the Stock by its age. we can also see the Part name, number, Brand, Location and Rack details.
- If we click on the Stock list by Age option, we will be directed to the following page.
- We can see this report by selecting the Product from the Drop-down list.
- And also we can see this report by selecting the Location from the Drop-down list
- We can See by selecting sort age from the Drop-down list.
- We can download this report in an Excel format.
Stock Valuation - This report mainly gives us the Valuation of the stock.
- If we click on the Stock Valuation option, we will be directed to the following page.
- We can see this report by selecting the Product from the Drop-down list.
- And also can see this by selecting the Brand name from the Drop-down list.
- We can download this report in an excel format.
Stock Valuation Location - This report mainly gives information on the stock’s valuation across various locations. This report helps us to identify all the stock across multiple locations.
- If we click on the Stock Valuation Location option, we will be directed to the following page.
- We can see this report by selecting the Product from the Drop-down list.
- And see this report by selecting the Location from the Drop-down list.
- Also, we can download this report in an excel format.
Stock Transfer - This report mainly gives we information on the Transfer of our stock across locations . This report will help identify all the stock across multiple locations.
- If we click on the Stock Transfer option, we will be directed to the following page.
- We can generate reports by selecting custom date ranges.
- And we can see this report by selecting the Transferred number from the Drop-down list.
- We can download this report in an excel format.
Vendor Parts - This report mainly gives us information on the Minimum Order Quantity(MOQ) and Re Order Level(ROL) Status for our Stock.
- If we click on the Vendor parts option, we will be directed to the following page.
- We can see this report by selecting all Purchased stock from the Drop-down list.
- And we can see this report by selecting the Product from the Drop-down list.
- Also, we can download this report in an excel format.
Using stock-related reports in Autozilla POS, businesses can effectively manage inventory, minimize stock issues, and make informed decisions to improve overall performance