Description

This article explains how to open the Historic Stock Count Report. This report displays the stock levels at a specific date by location.

The Historic Stock Count Report is being phased out and replaced by Stock Movement Report.



Detail Steps


  1. To bring up the report, select Reports > Stock > Historic, Count

      2. Select Location or *Show All

     3. Select Item or *Show All

       

     4. Select Supplier or *Show All

     5. Select Date range

     6. Select a Report Type: Summary or Detail

     7. Select if you would like to display zero qty movement

     8. Generate Report




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. WMS will then show all the transactions involving the Item within the set date range. 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. 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 a 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 themselves. 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. 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 the appropriate item's barcode. 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, click on “Display Stock History Report,” It will bring up a report you can save or print.


Related Information

Reporting

Exporting Reports

Stock Reports