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.
❓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📍.
🧭Step 1: Accessing the Report
To begin, follow these steps to locate🔑 the report within Logic ERP:
Open the Logic ERP application💻.
Navigate to the Reports and Queries section from the main menu.
Click on Stock Reports📁 to open a list of available stock-related reporting options.
Under this, select Stock Query.
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.
🎯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.
📑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.
🛠️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.
🧩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.
✅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!
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