How To: View stock sales and levels across sites

To view your stock holding and sales, either in quantity or value, across different sites:

  1. Open an Accounts screen (show me how).
  2. Open the [ Stock Value | Site Stock ] screen.
  3. Set the following filters as required:
    1. Select the Site or sites to report on. By default the current site is selected.
    2. Select the Sales Order date range to report on. By default this will be set at the previous month starting from today.
      Note: only the Sales Order figures returned will be filtered by the date range. The stock holding figures returned are not filtered and display the current levels for the site(s) selected.
    3. Select the Level 2 Stock Type to report on, remember to turn the traffic light filter to green if you are using this filter (Optional).
    4. Select the Show Stock checkbox if you wish to view the In Stock levels for the site(s).
    5. Select the Show Sales checkbox if you wish to view the Sales figures for the site(s).
    6. Select either the Quantity or Value Radio Buttons to view quantities or values for the Site(s)'s In Stock and Sales figures.
      Note: the current Sell Price and Stock Value from the [ Stock | Detail | Properties ] screen are used when running the report using the Value radio button.
  4. Click on the Go button to populate the grid. The information in the grid can be printed as a report or Sent to Notepad.

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