Description
This article explains how to open Stock History Report. This report display stock movement and historic item activity.
Purpose: This report shows every stock movement action for each item over time and is a critical report for tracing stock origins and identifying stock handling history.
Filters: All locations or just a single location can be selected for review. Other filters include Item Number as partial search and activity date ranges.
Uses: To identify the handling of a particular stock batch or serial number from receiving to despatch. This report is primarily used to show stock level changes by item, location, bin. It can also be used as a workflow tool to track stock movement delays between locations or as an audit trail to review stock quantity adjustments and changes made to batch serial numbers, or expiry dates.
Detail Steps
To bring up the Report, select Reports > Stock > History.
2. Select Report Set (select *Default if no customisation done).
3. Select Location or *Show All.
4. Select Item or *Show All.
5. Select Supplier or *Show All.
6. Select Batch Serial or Show All.
7. Reference or *Show All.
8. Select Source or *Show All.
9. Select Date range.
10. Generate Report.
Report example:
Using Stock History
A simple guide on how to use Stock History to look up transaction details.
STEP 1.
If you need to track information regarding an Item or all Items, you can use the Stock History. Using Stock History, you can track all the movement of an Item, such as how much you have received in a period of time and how much you have sent out.
STEP 2.
Stock History is accessible from any Register, so it does not matter what Register you are currently in. To access Stock History, you can either click on Tools > Stock History, or press Ctrl+H. This will bring up the Stock History window.
STEP 3.
To see all the transactions involving a specific Item, type in the exact Item Number inside the Item Number box and press Enter. All the transactions involving the Item within the set date range will then be shown. If you want to see all transactions within a certain date range, regardless of the Item, leave the Item Number box blank.
STEP 4.
You can filter the Stock History based on Serial Number. Type in a serial number and press Enter, and all transactions involving any Item with matching Serial Number within the set date range will be shown. The serial number doesn’t need to be an exact match. For example, simply typing in ‘2005’ inside the Batch Serial box and typing Enter will bring up all transactions involving any Item where its serial number contains the keyword ‘2005’.
STEP 5.
You can also filter stock history based on Location. This can be used, for example, if you want to see only transactions made in Perth. Simply expand the drop-down box and select the desired Location. The result shown below will show only transactions made from the selected Location within the set date range.
STEP 6.
You can combine the filters explained above to get more specific result. For example, to find transactions involving an Item with a specific Serial Number from a certain Location, within the set date range.
STEP 7.
You can also drill into the transactions itself. Simply double-click on one of the listed transactions and it will bring up the related form.
STEP 8.
Furthermore, you can also filter the result by the type of transactions. Simply click on one of the tabs shown below. For example, to show only Transfers, click on the Transfer tab.
STEP 9.
You can also select a result and select “Print Labels…” to print a barcode of the appropriate Item. How to print barcodes will be explained in its own document.
STEP 10.
If you want to print a report of the search result you see on the screen, simply click on “Display Stock History Report” and it will bring up a report you can simply save or print.
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