The Stock Movement tab is used to view information about:
- stock ordered, supplied and sold for the item
- the average cost of each unit of the item
- the profit made from the item.
You can view this breakdown for each:
- month, including the current month to date and the current month from the previous year
- orders created for the item
- receipts, stocktakes and stock adjustments of the item
- sales transactions that included the item
- all stock movements by date.
Opening the Stock Movement tab
To open the Item tab:
- Select Module > Sales > Item Maintenance from the main menu.
The Set Item Search Criteria window is displayed.
Tip: You can also access the Sales functions by clicking .
- Select the item. See Searching for items (on page ).
The Item tab of the Item Maintenance window is displayed.
- Select the Stock Movement tab.
- The Stock Movement tab of the Item Maintenance window is displayed.
Item Maintenance - Stock Movement tab key fields
Fields
Field |
Description |
---|---|
Business Unit Filter |
Select:
|
Start Date |
Select the first month and year to display. |
By Month sub-tab grid area fields
Field |
Description |
---|---|
Description |
Description of the period for the grid area entry. |
Month |
Month of the stock movement. |
Ordered / Supplied / Sold |
Quantity and amount in dollars of the stock item that was ordered/supplied/sold in the month. |
Avg Cost Per Unit Sold |
The average cost of the stock item per unit sold for the month period. |
Profit Amount |
Amount of profit made from the item in the month period. |
Profit Markup |
Value of markup on the item. |
Profit Gross Margin |
Markup as a percentage of the item cost. |
By Order sub-tab grid area fields
Field |
Description |
---|---|
Business Unit |
Name of the business unit. |
Order No. |
Number for the purchase order. |
Supplier |
Supplier for the item. |
Date Ordered |
Date that the order was placed. |
Date Required |
Date that the stock was listed as required. |
Date Delivered |
Date that the stock was delivered. |
Quantity Ordered |
Quantity of stock ordered. |
Quantity Supplied |
Quantity of stock supplied. |
Sale Price Current |
Current sale price for the item. |
Sale Price Projected |
Projected sale price for the item, based on change in cost. |
Invoice No. |
Invoice number for the order. |
Invoice Date |
Date of the invoice. |
By Receipt sub-tab grid area fields
Field |
Description |
---|---|
Business Unit |
Name of the business unit. |
Order No |
Number for the purchase order. |
Supplier |
Supplier for the item. |
Date |
Date of the receipt. |
Quantity Supplied |
Quantity of stock supplied. |
Unit Cost |
Unit cost for the purchased item, excluding tax. |
Extended Cost |
Extended cost of the goods supplied, calculated by multiplying the quantity supplied and the unit cost. |
By Sales Transaction sub-tab grid area fields
Field |
Description |
---|---|
Sale Date |
Date of the sale. |
Business Unit |
Business unit where the sale took place. |
Sale Seq |
Unique identifying number for the sale. |
Quantity |
Quantity of the item sold. |
Unit Price |
Unit cost for the purchased stock, excluding tax. |
Extended Price |
Unit cost for the purchased stock, including tax. |
Cost of Goods Sold |
Extended cost of the goods supplied, calculated by multiplying the quantity supplied and the unit cost. |
Profit Amount |
Amount of profit made from the sales transaction. |
Profit Markup |
Value of markup on the item. |
Profit Gross Margin |
Markup as a percentage of the item's cost. |
Customer Name |
Name of the customer for the transaction. |
Charged |
If selected, customer has been charged for this item. |
By All sub-tab grid area fields
Field |
Description |
---|---|
Date / Time |
Date and time of the transaction. |
Business Unit |
Business unit where the transaction took place. |
Description |
Description of the transaction. |
Quantity Change |
Change in quantity of stock on hand. |
Stock On Hand |
Amount of stock. |