Generate Brand - wise Consolidated Stock Status Report

YouTube: How to Generate Brand - wise Consolidated Stock Status Report?

How to Generate Brand - wise Consolidated Stock Status Report?

In this tutorial, we will learn how to configure and generate a Brand-Wise Stock Status Report in your ERP system.

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Navigate to Report Configuration

• Navigate to the Reports/Queries section.

• Open the Stock Query Report under the Stock Reports category.

• Click on Configuration to create a new report.

• Define an appropriate Configuration Name.

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Set Print Columns

• Under the Print Options tab, open Print Columns.

• You will find a list of available columns.

• Select the checkboxes for the columns you wish to include in your report, such as:

  • Company Name

  • Opening Stock

  • Purchase

  • Purchase Return

  • Sale

  • Sale Return

  • Closing Stock

• Use the Arrow Keys to rearrange the column order as required.

• Once done, Save the changes.

• Under the Totals section, select the appropriate options to display the Grand Totals or Sub Totals as needed.

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Set Other Options

• Move to the Other Options tab.

• Under the Item View section:

  • Set Item Order Wise from the dropdown menu.

  • In the Item Sorting field, choose Company Name.

• Save the settings once configured.

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Generate the Report

• Click on Create Report to generate the Brand-Wise Stock Status Report.

• The generated report will display:

  • Total Stock available in the system.

  • Brand-wise details including Opening Stock, Sales, Purchases, and Closing Stock.

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Output

You can now view a clear, summarized Brand-Wise Stock Status Report, providing an accurate overview of stock movement and availability per brand.