Company + Division wise stock and sales

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📊Introduction

Efficient reporting is the backbone of any successful business💼. It helps organizations make informed decisions, manage operations proactively, and ensure compliance with financial and inventory standards✅.

Logic ERP is equipped with powerful reporting tools designed to give you real-time visibility into various aspects of your business. One of the most commonly used reports within this system is the Company and Division-Wise Stock and Sale Report📦💰.

This tutorial provides a step-by-step walkthrough on how to access, generate, filter, and interpret this report to help you gain accurate insights into stock availability and item-wise sales across different business entities.

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❓Why This Report Matters

Before diving into the steps, let’s understand why🧩 this report is valuable:

• ✔️It consolidates stock levels and sales data across multiple companies and divisions.

• 📦Helps in inventory planning by showing what items are moving quickly and what’s still in stock.

• 💰Supports financial accuracy by showing the value of stock on hand versus stock sold.

• 🧠Enables better decision-making for procurement, pricing, and forecasting.

Whether you’re in inventory management, sales, finance, or operations, this report can serve as a powerful tool in your daily workflow📍.

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🧭Step 1: Accessing the Report

To begin, follow these steps to locate🔑 the report within Logic ERP:

1. Open the Logic ERP application💻.

2. Navigate to the Reports and Queries section from the main menu.

3. Click on Stock Reports📁 to open a list of available stock-related reporting options.

4. Under this, select Stock Query.

5. From the configuration dropdown or selection list, choose: “Company + Division-Wise Stock and Sale.”📋

This will load the report template🔄, ready for filtering and generation.

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🎯Step 2: Applying Relevant Filters

🎛️Filtering is a crucial step that ensures you’re viewing only the data that matters to your analysis.

Here’s how to apply filters effectively:

• 🏢Company: Select the specific company for which you want to view stock and sales data. This is helpful when managing multiple business entities.

• 🏬Division: Choose the division, if applicable, to narrow your focus to a specific department or line of business.

• 📂Item Group: Use this to filter items by category, such as Electronics, Garments, Grocery, etc. This is ideal for analyzing product-specific performance.

• You can also use filters like 📅Date Range, 🔢Item Code, or 🏷️Brand if your business structure requires finer segmentation.

Once you apply the filters🔍, click on Generate or View Report to load the results.

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📑Step 3: Understanding the Report Structure

The generated report will display item-wise data in rows, with multiple columns showing key metrics. Here’s a breakdown of what you’ll see:

Key Columns Explained:

• 🔹Item Name / Code: The product identifier.

• 📦Opening Stock Quantity: The quantity available at the beginning of the selected period.

• 💵Opening Stock Value: The financial worth of the opening stock.

• 📈Quantity Sold: Total number of units sold during the selected timeframe.

• 💰Sales Value: The revenue generated from sales of that item.

• 📉Closing Stock Quantity: The remaining inventory at the end of the period.

• 💸Closing Stock Value: The value of the remaining stock.

👁️‍🗨️This allows you to understand:

• ✅What inventory you started with,

• ✅How much of it moved (sales),

• ✅What is still lying in stock,

• ✅And the associated financial values for both inventory and sales.

This information is particularly useful for 🔄monthly reconciliations, 🧾stock audits, and 📊sales performance reviews.

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🛠️Step 4: Customizing the Report

Logic ERP allows you to tailor reports to meet your specific reporting needs. Under the Report Configuration settings, you can:

• 🔧Choose which columns to display or hide.

• 🔃Reorder columns for better readability.

• ↕️Set sorting rules (e.g., by quantity sold or by item name).

• 🏷️Apply additional filters such as warehouse, category, or location.

• 📤Export the report to Excel or PDF for sharing and offline analysis.

🎯These features ensure the report is not only insightful but also presentable and ready for action—whether it's for an internal meeting or external audit.

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🧩Step 5: Practical Use Cases

Here are a few real-world examples of how businesses use this report:

• 📦Procurement Planning: Identify fast-moving items and low stock levels to trigger timely reordering.

• 📈Sales Analysis: Evaluate which product groups are driving the most revenue.

• 💸Inventory Holding Cost Review: Understand which products are tying up capital by sitting too long in inventory.

• 🏢Cross-Division Comparison: Analyze performance across branches or divisions for strategy alignment.

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✅Conclusion

The Company + Division-Wise Stock and Sale Report in Logic ERP is a powerful visibility tool 🔍 for managing inventory and sales operations. It helps you answer critical questions like:

❓ What’s selling fast—and what’s not? ❓ What’s my current stock value? ❓ Which items/divisions are underperforming and needs attention?

📊 By using this report regularly, you empower your business to:

💡 Make smart, data-driven decisions 📉 Cut waste and overstock 📈 Boost profitability and efficiency

🔁 Add it to your regular workflow for stronger, smarter operations!