Use the navigation panel to go to Customer/Reports/Stock transactions.

This report shows all deliveries of goods and services both received and sent.

(Click on screenshot to enlarge.)

Stock transactions toolbar/ribbon

Description of buttons in the toolbar/ribbon for ‘Stock transactions’.

• Refresh: Updates all information in the screen that has been edited.
• Filter: Allows the user to filter the information shown. Read more about filters here.  See screenshot below for specific ‘Stock transactions’ filters.
• Clear filter: Clears the previously selected filter.
• Layout: Allows the user to save, delete, edit and retrieve a saved layout. Read more about layouts here.
• Edit variant: Allows the user to edit the variant e.g. the size and color of the highlighted transaction.
• Edit warehouse/location: Allows the user to edit the warehouse name and location for the highlighted transaction.
• Batch/serial numbers: Shows the batch/serial numbers on the highlighted transaction.
• Add/Edit note: Allows the user to add or edit a note for the highlighted item. The note is then shown in the ‘Note’ column.
• All fields: Allows the user to view all fields available in the screen for the highlighted transaction.

The ‘Stock transactions’ menu item can be used for:

• Inventory purchases
• Receipt of goods
• Receipt of supplier invoices
• Sale of goods
• Disposing of goods
• Returns

Filters can be performed based on several different criteria, as illustrated in the screenshot below.

(Click on screenshot to enlarge.)

Using the tools described above, users can also search for certain items and view a report showing movements on specific item numbers, their cost price, sales price, totals, quantity etc.