Generate Closing Stock Report with Multiple Units of Measure

YouTube: How to view Closing Stock Report with multiple units of measure?

How to view Closing Stock Report with Multiple Units of Measure?

In this tutorial, we’ll learn how to configure the Stock Report based on various conversion factors, such as strips and tablets, and how to display stock quantities in multiple units.

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Open and Create a New Configuration

• Navigate to the Reports & Queries section.

• Under Stock Reports open the Stock Query Report.

• Click on Configuration to create a new report setup.

• Assign a suitable configuration name for identification.

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Select Required Columns

• Under Print Options, click on Print Columns to view the available list.

• Select the checkboxes for the following key columns:

  • Item Name

  • Pack Name

  • CF 1

  • CF 2

  • Closing Stock 1

  • Closing Stock 2

• Press the Space Key to rename columns (as shown in the tutorial).

• Use the Arrow Keys to rearrange the column order, if required.

• Once done, save the changes.

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Define Totals

• Navigate to the Totals section.

• Choose how totals should be displayed in the report (e.g., group-wise or overall total).

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Configure Conversion Factor (CF) Options

• Go to the CF Options section.

• Under Opening CF Options, set:

  • CF 1 → Item CF 1 (for example, strips)

  • CF 2 → Item CF 2 (for example, tablets)

• These options control how the stock is displayed in different conversion units.

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Adjust Other Settings

• Navigate to Other Options 1.

• Set the following:

  • Item View → Item Order Wise

  • Item Sorting → Item + Size

  • Transaction Filter → Transacted

• Click Save Configuration to apply the settings.

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Generate the Report

• From the list of available configurations, select the one you just created.

• Click Create Report.

• The generated report will display Closing Stock in both strips and tablets, based on the conversion factors defined.

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View Stock Report Lot-Wise

• To view the stock Lot-Wise, press F5 to open the configuration window.

• Under Other Options 1, change Item View to Lot Wise.

• Save the configuration.

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Enable Lot Number Column

• Open Setup Column Attributes.

• Enable the Lot Number column.

• Save the settings and press F2 to refresh the report.

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Review the Final Report Output

The final report displays Lot-Wise Stock Details, showing available quantities in both strips and their equivalent tablets, providing a clear multi-unit view of your inventory.