Generate Item Group wise Stock Status Report
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How to Generate Item Group Wise Stock Status Report?
In this tutorial, we’ll learn how to configure the Item Category-Wise Stock Report in Logic ERP. This report helps you analyze stock movement and balances grouped by item category.
Open and Create a New Configuration
Navigate to the Reports/Queries section.
Under the Stock Reports menu, open Stock Query (New Report).
Click on Configuration to create a new report setup.
Assign a suitable Configuration Name for easy identification.
Configure Report Options
Go to the Report Options section.
Under Report Consolidation, enable the Item Details option.
This activates the Item Consolidation feature.
Then, enable the Group option under the Item Consolidation and move it to the top using the arrow keys.
In the Report Total section, enable the Grand Total option to display overall totals.
Lastly, Adjust the Report Order by moving Item Details to the top.
Define Group Options
Open the Group Options tab.
Set Group Options as Columns.
This activates the Extra Item Group option.
Click on Extra Item Group and select the Group Category for which you want to generate the stock report.
Save and Generate Report
Once all settings are configured, save the configuration.
From the list of saved configurations, select the one you just created and click Create to generate the report.
Customize Columns
Open Setup Column Attributes.
Unselect all columns first, then enable only the required ones:
Extra Item Group
Opening Stock
Purchase
Purchase Return
Sale
Sale Return
Closing Stock
Use the Search Bar to quickly locate the “Extra Item Group” column.
Rearrange the column order using the arrow keys.
Save the settings and press F2 to refresh.
The generated report now displays a category-wise consolidated stock summary.
Configure Report with Item Details
To include item-level details in the same report:
Press F5 to open the Configuration Window.
Under Report Options, go to Item Consolidation and enable the Item Name option.
Apply Group Totals:
Navigate to Group Options, selecting Extra Item Groups, choosing the group, and pressing F3.
Save the changes.
Next, open Setup Column Attributes again.
Enable the Item Name column.
Save the settings and press F2 to refresh.
Final Output
The final report now displays item-wise stock details for each selected category — including opening stock, transactions, and closing balances — giving you a clear overview of your inventory status grouped by category.
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