Current stock overview

With the help of the current stock review report we can monitor the stock status of individual items in the warehouse at a given moment. The report enables the classification of data according to various criteria and in this way allows for quick and easy monitoring of the quantity and value of the item stock.

HINT You can read more about this report in the PANTHEON Web Light Manual, in the Current stock review chapter.

In this chapter, we will present an example of using the Current stock overview report feature. The feature is located in the Reports module, in the Stock submodule.

CASE SUMMARY The person responsible want to check the current stock of an item - type B - Purchased goods, at Warehouse Retail on a given day. For this purpose, they choose the Current stock overeview report, which they prepare following the next steps: Determining criteria for the preparation of the report Sorting data Previewing and printing the report

1. Determining criteria for the preparation of the report

The person responsible opens the form for preparing the current stock report by clicking Reports | Stock in the menu.

In the Type of overview field, located in the header of the form, they choose Current stock overview from the drop-down list.

From the drop-down list in the Warehouse field they then choose Warehouse Retail.

They continue by determining criteria in the Item type field, where they choose the item type B - Purchase goods from the drop-down list.

In the Stock for day field, they determine the date of the overview. In this case, they enter August 17, 2022.

The program updates the data in the list so that it meets the entered criteria.

2. Sorting data

The person responsible can further sort the list and thus speed up the review of the report.

In this case, the person responsible wishes the list to only display items which contain the word: package.

For this purpose, they click on Item which display a drop-down list of criteria.

In the Filter by condition field, from the drop-down list, they choose: Contains.

The person responsible enters the search word in the empty search field: bag, and then clicks on Submit.

The program updates the list and displays only the items that fit the specified criteria.

HINT In the same way as shown in this chapter, data can be filtered by all columns.

3. Previewing and printing of the report

The person responsible wants to print the report with the selected criteria. Various printout formats are available.

For this purpose, they click the Print button located in the upper right corner.

They choose the desired format from the drop-down list. In this case, the person responsible chooses 147 - Current Stock by Warehouse.

The report printout opens.