Stock Summary Report is a report that shows the overall stock status of items in the inventory. It includes details like item name, opening stock, received quantity, issued/sold quantity, and closing stock.
Example: For “Corn Flour 1kg,” the report may show 100 units opening stock, 50 units purchased, 80 units sold, and 70 units remaining, giving a quick view of current inventory.
Steps to generate stock summary report
1. From the Main Menu, click on Report.
2. Choose and click on the Inventory Reports.
3. Choose the Stock Summary Report from the dropdown.
4. Click Run to load the report, and Close to stop or exit.
5. Click on View Report Dialog Box [F2]
6. Click on View Report Dialog Box [F2]
7. Apply filters to customize the report:
Date Range: Start and End date (BS or AD)
Branch: Select branch
Report Type: Item-wise, Group-wise, or Category-wise
Warehouse: Saleable or Non-Saleable
Options: Show All Items, Zero Stock Only, Negative Stock Only, Include/Exclude items without transactions
Additional: Show Item Details, Variant, Grouping, or Alternate Unit
8. Click this icon or press F9 to save the report as an Excel sheet.
9. Choose the download format as either “Default” or “Minimal.”
10. Click this icon to save the report as PDF, or press [F7].
11. Click this icon to open the Report List, or press [Shift + Tab].
12. Choose the report name to view the report.
13. This is an additional feature in the Report section. Clicking it will display a search option popup.
14. “Searching Report Here” to find the report.
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