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Current Stock

     

      

With the overview of the current stock you don't only see what the stock of certain items is on a certain day in the certain warehouses, but you may also create the forms for the inventory count and create an overview of stock value in certain warehouses.

WARNING

For general description of the task bar functions see Task Bar.

 

WARNING

The display of data about price and value of stock can be turned off for a certain user with a zero authorization of the purchase price calculation.

 

WARNING

The current stock view, where the stock date is entered, retrieves data from document positions. If the stock date is not entered, it retrieves data from the stock table. So, if you want to compare the stock from the item code list and from the current stock view, then the stock date in the view should not be entered.

Table of contents

  1. Report Type
  2. Criteria
  3. Item Types
  4. Warehouses

1. Reporte Type

In the Report Type panel you can select a verious report types in several categories:

 

By Warehouses

By Warehouses, ID, Name

  • Current Stock by Warehauses and Items
  • Current Stock by Warehauses and Items description
  • Current Stock by Warehauses and Items
  • Current Stock for Cnsigment Agent
  • Current Stock by  Total Stock by Warehauses 
  • Current Stock by Warehauses and Items with Hard Allocations

By Warehouses, ID, Name-FIFO:

By Warehouses and Categories:

By Warehouses and Tax:

  • Current Stock by Warehauses and Tax
By Items

By Items:

  • Current Stock by Items
  • Current Stock by Items description

 By Items Summary:

  • Current Stock  - Summary by Items

Categories by Items

  • Current Stock by Primary Category and items
  • Current Stock by Primary and  Secondary Category and Items

Tax by Items

  • Current Stock by Taxes and items
Estimated Available Packages
  • Estimated Available Packages
By Primary Supplier

By Suppliers and Products

By Suppliers and Warehouses

By Departments
By Cost Centers
Inventory  Count

Inventory  Count  Sheet

Inventory  Count  Sheet - Serial Numbers

  • Inventory  Count  Sheet - Serial Numbers

Inventory  Count  Sheet - All Items in Stock

  • Inventory  Count  Sheet - All Items in Stock
Items not in stock Overview of Items not in stock
Obsolete Stock
  • Obsolete Stock
  • Obsolete Stock By Departments
  • Obsolete Stock By Cost  Centers
Structure of Current Stock
Labels
  • Print Labels
  • Labels
  • Shelf Labels Zweckform 3666
  • Shelf Labels Zweckform 3657
  • Shelf Labels Zweckform 3658
  • Shelf Labels - Thermal Printer (continuous paper)

2. Criteria

In the Criteria panel, we define the conditions by which we want to limit the output of the report. It is divided into several tabs:

  • Criteria
  • Table view
  • Custom Fields - Items
  • Custom Fields - Subjects

2.1 Criteria

Item The overview can be limited to an individual item.
Name Enter or select the name of the item, for which you wish to create the report. The fields ID and Name are linked. If you change one, the other will change as well.
Prom. Category Overview of current stock can be limited to a certain classification. The classification of item is a data, included in the items register .
Sec. Category The overview can be limited to the secondary classification. The data about the secondary classification into which the item belongs is included in the items register .
Primary supplier The report can be limited according to the PRIMARY supplier from the items register.
Buyer/Supplier

Overview of free stock can be created also according to the customer and/or supplier - the data comes from the receiving and issuing of goods. The criteria is useful for the overview of stock of consignment partner's goods, if it is not or can't be entered as the primary supplier in the item register.

 

WARNING

Since the data are filtered and all the subjects that affect the stock are not taken into account, the data about the current stock should not reflect the actual state of the total current stock.

Department

The overview can be created according to the department. 

 

WARNING

 the data comes from the positions of documents (receiving and issuing of goods) and not from items register.

Cost driver

The overview can be created according to the cost driver.

 

WARNING

the data comes from the positions of documents (receiving and issuing of goods) and not from items register.

Stock date Select the date of stock. For example: if you are creating the inventory count list, this will be the last day of the period you wish to include in the overview (for example, December 31, 1999)
  • With the entry of date of the stock, the overview will be created with the help for data from the warehouse card. The program find the stock data.  
  • If the date is not entered, you will receive the information as written in the stock table, that can be seen with the help of the "Stock" button from the lines task bar (see for example Task bar of lines of issue ) or the data from the "Stock" panel of the items register (see Stock ).
Subject Type  
VAT Rate

It is possible to multi-check the tax type from the Tax types Register.

In the report it is shown data regarding the Tax type from the Item Register /  General.

Customs wareh. only

By entering the date of stock, an additional checkbox becomes available - Customs warehouse only. Check it, if you wish to create the overview only for the documents from the module "Customs warehouse ". For the needs of this overview, every warehouse into which you have received the goods from the "Customs warehouse" module becomes a customs warehouse. 

If the checkbox is not checked, the overview will be created for all warehouses.

WARNING for the users of the customs warehouse module: for the right consideration of value of stock in different currencies, which are possible in the customs warehouse (because their stocks are not being valuated by the general principle), use the calculation in the module Customs warehouse | Customs duty calculation - report of stock by currencies, which also considers these particularities.

Include Customs Warehouses

If that switch is checked, program should, when calculating the stock, include also the stock created with Custom documents.

Estim. Packages

If this parameter is checked, the program will calculate the value for items for goods packages.

Stock

Price type Select, which price the program will use with the stock calculation:
  • Valuation price - according to the value of stock by the valuation price, it is calculated and the average purchase price of the item is shown.
  • Retail price - sales price from the first price range with VAT calculated in
  • Sale price - sale price (first price range)
  • WS price 1 - wholesale price 1 (second price range)
  • WS price 2 - wholesale price 2 (third price range).

Data about sale retail price, sale price, wholesale price 1 and wholesale price 2 is contained in the items register.

WARNING

If separated calculations of the retail price are being used for the warehouse (see Separated calculations of the retail price (LKPC)), and one of the retail prices is chosen, the stock on this warehouse will be valuated by retail price of this warehouse.

On the summary reports (for example Report of current stock by suppliers and products), the value of stock is calculated first by individual warehouses. The price is calculated as average price of unit on stock.

Item Purpose Select, what status should the itemsfrom the overview have:
  • All - displays the overview of all items from the register (archiving and not for archiving)
  • Not for archiving - only displays the overview of items, not marked for the archiving
  • Archiving only displays the overview of items with the "archiving" status
Items

Select Items

  • All - displays the overview of all items from the register
  • Active  only displays the overview of active  items active
  • Inactive only displays the overview of inactive items 

2.2. Table view

Item Item from General Data of item.
Item Name Name of Item.
Warehosue Warehosue, where stock is available.
Stok Stock of Item.
U/M U/M from General Data of Item.
Price Price from criteia data.
Department Department from General data of Item.
Cost center Cost center from General data of Item.
Supplier Primary Supplier from General data of Item.

2.3 Custom Fields - Items

Custom Fields - Items Select an entry in an item's custom field if you would like to limit the report to a single entry in a custom field in the Items register.

2.4 Custom Fields - Subjects

Custom Fields - Subjects Select an entry from a subject's custom field if you would like to limit the report to a single entry in a custom field in the Subjects register.

 

2. Item Types

Item Types Select the item types for which you would like to report issued invoices. Item types must be selected. To select an item type, check the box next to the desired type.

 

3. Warehouses

Warehouses Select the Warehouses for which you would like to report issued invoices. Warehouses must be selected. To select Warehouses, check the box next to the desired type.

 

 

 

Current Stock

Current Stock

Current Stock

010379.gif010380.gif010381.gif010411.gif010382.gif010383.gif

With the overview of the current stock you don't only see what the stock of certain items is on a certain day in the certain warehouses, but you may also create the forms for the inventory count and create an overview of stock value in certain warehouses.

The overview can be limited by various criteria:

Report type According to the criteria, the program offers multiple types of stock list type.
Item types Check types of items you wish to include in the report. By default the items of types S and U are excluded.
Item The overview can be limited to an individual item.
Name Enter or select the name of the item, for which you wish to create the report. The fields ID and Name are linked. If you change one, the other will change as well.
Category Overview of current stock can be limited to a certain classification. The classification of item is a data, included in the items register .
Sec. clasif. The overview can be limited to the secondary classification. The data about the secondary classification into which the item belongs is included in the items register .
Warehouse The overview can be limited to an individual warehouse.
000001.gif The warehouse movement where the stock tracking is not selected, is not being shown in the stock overview nor in the warehouse card, while it is also not given on choice! 
Primary supplier The report can be limited according to the PRIMARY supplier from the items register.
Customer/supplier Overview of free stock can be created also according to the customer and/or supplier - the data comes from the receiving and issuing of goods. The criteria is useful for the overview of stock of consignment partner's goods, if it is not or can't be entered as the primary supplier in the item register.
Department

The overview can be created according to the department. 

000001.gif- the data comes from the positions of documents (receiving and issuing of goods) and not from items register.

Cost driver

The overview can be created according to the cost driver.

000001.gif- the data comes from the positions of documents (receiving and issuing of goods) and not from items register.

Stock date Select the date of stock. For example: if you are creating the inventory count list, this will be the last day of the period you wish to include in the overview (for example, December 31, 1999)
  • With the entry of date of the stock, the overview will be created with the help for data from the warehouse card. The program find the stock data.  
  • If the date is not entered, you will receive the information as written in the stock table, that can be seen with the help of the "Stock" button from the lines task bar (see for example Task bar of lines of issue ) or the data from the "Stock" panel of the items register (see Stock ).
VAT Rate It is possible to multi-check the tax type from the Tax types Register.
In the report it is shown data regarding the Tax type from the Item Register /  General.
Customs wareh. only

By entering the date of stock, an additional checkbox becomes available - Customs warehouse only. Check it, if you wish to create the overview only for the documents from the module "Customs warehouse ". For the needs of this overview, every warehouse into which you have received the goods from the "Customs warehouse" module becomes a customs warehouse. 

If the checkbox is not checked, the overview will be created for all warehouses.

WARNING for the users of the customs warehouse module: for the right consideration of value of stock in different currencies, which are possible in the customs warehouse (because their stocks are not being valuated by the general principle), use the calculation in the module Customs warehouse | Customs duty calculation - report of stock by currencies, which also considers these particularities.

Convert to national currency If this parameter is checked, the program will calculate the value for items, which are shown in foreign currency into domestic currency. It is mandatory to enter the date of the stock. In the opposite case the currency will not be converted.
If the parameter is not checked, the values on the reports will be shown in the foreign currency.
Price type Select, which price the program will use with the stock calculation:
  • Valuation price - according to the value of stock by the valuation price, it is calculated and the average purchase price of the item is shown.
  • Retail price - sales price from the first price range with VAT calculated in
  • Sale price - sale price (first price range)
  • WS price 1 - wholesale price 1 (second price range)
  • WS price 2 - wholesale price 2 (third price range).

Data about sale retail price, sale price, wholesale price 1 and wholesale price 2 is contained in the items register.

000001.gif If separated calculations of the retail price are being used for the warehouse (see Separated calculations of the retail price (LKPC)), and one of the retail prices is chosen, the stock on this warehouse will be valuated by retail price of this warehouse.

On the summary reports (for example Report of current stock by suppliers and products), the value of stock is calculated first by individual warehouses. The price is calculated as average price of unit on stock.

Item status Select, what status should the itemsfrom the overview have:
  • All - displays the overview of all items from the register (archiving and not for archiving)
  • Not for archiving - only displays the overview of items, not marked for the archiving
  • Archiving only displays the overview of items with the "archiving" status
Include Customs WH If that switch is checked, program should, when calculating the stock, include also the stock created with Custom documents.
Estim. Packages If this parameter is checked, the program will calculate the value for items for goods packages.

When the overview of current stock is used for the display of the inventory check lists (option print inventory lists), also set the following fields in the Members of inventory count committee.

Clerk 1 First member from the inventory count committee (from the program users register).
Clerk 2 Second member from the inventory count committee (from the program users register).
Clerk 3 Third member from the inventory count committee (from the program users register).
Show stock Check, if you wish to show the stock with the report of the inventory count lists.
Show unit price and total value Check if you wish to display the prices and values on the inventory count lists with every item.

When a structure of curent stock is used, filter "Period (over)" should be enetered.

 

Five Items are available where we can enter the number of days to forming a structure of current stock. Predefined are 30, 60, 90, 120 and 150 days, which can optionally be changed.
 


Data in grid View are shown in a grid

 

Item Item from General Data of item.
Name Name of Item.
Warehosue Warehosue, where stock is available.
Stok Stock of Item.
U/M U/M from General Data of Item.
Price Price from criteia data.
Department Department from General data of Item.
Cost center Cost center from General data of Item.
Supplier Primary Supplier from General data of Item.

 

 

000001.gif For general description of the task bar functions see Task Bar.
000001.gif The display of data about price and value of stock can be turned off for a certain user with a zero authorization of the purchase price calculation.
 

 



 

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