Stock Reporting

SUGGESTED

I need a report to show how much stock was held and its value on a particular date, is there any such report? (The Stock movement report doesn't help much as it requires alot of manual intervention). Thanks

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    SUGGESTED

    Try the Retrospective Product Valuation report under Product Valuation in the Products and Services Reports Module

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    SUGGESTED

    Hi L Cadam,

    Thanks for using Sage City.

    If you have not enabled "Allow Negative Stock" and you have not cleared your stock transactions at any point then you can use the Retrospective Stock Valuation report. You can find this in Products and Services > Reports > Product Valuation > Retrospective Stock Valuation. If you have cleared your stock or you allow negative stock the report will not work, this article explains why: Reasons why the figures can appear to be incorrect >

    The allow negative stock setting is in Settings > Company Preferences > Parameters.

    You can check if Clear Stock has been run in Help > About > Configuration > Clear Stock Date.

    If you can't use the retrospective report, the alternative would be to use the archives or to backup, restore a backup, if you have one, and run the reports before restoring back to the present day.

    If this helps, please click Verify Answer.

    Regards,

    Andy
    Sage UKI