Generate Product - Wise Stock Status Report

YouTube: How to Generate Product-wise Stock Status Report?

How to Generate Product wise Stock Status Report?

In this tutorial, we’ll demonstrate how to configure a Product-Wise Stock Report in Logic ERP.

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Access the Stock Report

• 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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Define Print Columns

• Under the Print Options, open Print Columns.

• From the list of available columns, select the checkboxes for:

  • Item Name

  • Opening Stock

  • Purchase

  • Purchase Return

  • Sale

  • Sale Return

  • Closing Stock

• Rearrange the column order using the arrow keys as per your preference.

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Define Totals and Item View Settings

• In the Total Section, select the parameters for which totals should be displayed.

• Enable the Grand Total option for overall totals.

• Move to the Other Options 1 tab.

  • Under Item View, choose Item Order Wise.

  • In Item Sorting, select Item + Size Wise.

• Once done, save the settings and click Create Report.

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Review the Generated Report

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

• The generated report displays stock details for each item and size, including:

  • Opening Stock

  • Purchases

  • Sales

  • Returns

  • Closing Stock

This helps you easily identify the available quantity for each size of every item.

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Add Closing Stock Value Columns

• To include Closing Stock Value, open Setup Column Attributes.

• Use the search bar to locate Closing Stock Value columns — you’ll find two options available.

• Enable both and save the changes.

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Configure Closing Stock Rate Type

• Press F5 and go to the CF Options section.

• Under Rate List for Opening and Closing Values, select the rate type:

  • Set Closing Stock Value 1 at Purchase Rate.

  • Set Closing Stock Value 2 at MRP.

• Save the settings and refresh the report.

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You can now view your closing stock both by quantity and by value, providing a detailed insight into stock performance across all items and sizes.