Loading
Uniconta
Search
Generic filters
Free trial signup
  • Visit a Country Site
    • Dansk
    • Deutsch
    • Eesti
    • Íslenska
    • Lietuvis
    • Nederlands
    • Norsk
    • English
  • Search
  • Uniconta
    • What is Uniconta ?
    • Modules
    • Ledger
    • Customer
    • Sales Order
    • Vendor
    • Purchase
    • Inventory
    • Logistics
    • Project
    • Light Manufacturing
    • CRM
    • Fixed assets
    • Dashboard
    • Company
    • Adaptability
  • Download
    • Uniconta for Windows
    • Uniconta for Mac
    • Download for Developers
    • Free trial signup
  • Resellers
    • Find a reseller
    • Become a reseller
    • Partner Portal Login
    • Partner Portal sign up
  • Developers
    • Become an integration partner
    • Documentation
    • Samples
    • Downloads
  • Accountants
    • Become a Univisor
  • News Overview
    • Blog
    • News
    • Uniconta Update
    • Customer cases
  • About us
    • About us
      • Management
      • Contact
      • IT Security ISAE 3402
      • System status
    • Terms & Conditions
      • License Agreement
      • Data Processing Agreement (DPA)
      • Privacy policy
      • Cookie policy
      • Sub-processors

Unipedia

  • Introduction
    • Get started with Uniconta
    • Which browser are you using?
    • Get started with an existing set of accounts
  • Converting to Uniconta
    • Conversion tool
    • What can be converted to Uniconta?
    • Converting from NAV to Uniconta
    • Converting from e-conomic to Uniconta
    • Converting from C5 to Uniconta
    • Converting from eCtrl to Uniconta
    • Checking your accounts after conversion
  • General Ledger
    • How to split voucher PDF
    • Chart of Accounts
      • Chart of Accounts
      • Account types
      • System Accounts
      • Import a Chart of Accounts
    • General journals
      • Journal Entries
      • Import from a file
      • Import Bank statement
        • Automatic account selection
      • Posting in foreign currency
      • Posting customer payments
      • How to manage voucher number series
      • Setting up Journals
      • Cancel voucher/delete journal/delete record
    • Bank Reconciliation
      • Bank Management / Bank reconciliation
      • Automatic account selection
    • Budget
      • Budget
    • Reports
      • Account statements
      • Transactions
      • Financial Statement
      • Physical Vouchers
      • Posted Journals
    • VAT reporting
      • VAT reporting – Denmark
      • VAT specification – Denmark
      • EU sales
      • Intrastat
      • EU sales list
    • Pivot table
    • Maintenance
      • Dimensions
      • – Join two dimensions
      • – Reverse charged VAT – Denmark
      • Voucher number series
      • – Automatic allocation of number series
      • Terms of payment
      • – Managing cash discounts
      • Accounting year
      • – Year end closing/opening balances
      • Join two accounts
    • Audit activities
      • Company accounts templates
      • Export transactions
  • Customer
    • Customer
      • Customer
      • – Reconciling Customer Accounts
    • Quick invoice
      • Quick invoice
    • Sales
      • Sales orders
      • – Create purchase/sales order
      • Quotations
      • Mass update
      • – Generate UBL
      • – Purchases and sales without VAT
      • Order journal
    • Reports
      • Statement
      • Transactions
      • Open transactions
      • Payment proposals (SEPA)
      • Ageing report
      • Interest and collection letter
        • – Collection letter messages
      • Invoices
      • Delivery note
      • Stock transactions
      • Order lines
      • Customer statistics
      • Pivot table
    • Maintenance
      • Customer groups
      • Order groups
      • Shipments
      • Terms of delivery
      • Layout groups
      • Number sequences
        • – Error messages
      • Invoice layout
        • – Creating watermarks
      • E-mail setup
        • – Setting up SMTP
        • – Mail server set up
        • – Forwarding e-mails to Uniconta
      • Document messages
      • SEPA set up
      • Mandates (SEPA)
      • Customer Direct Debit
      • Join
        • Join two accounts
        • Join two sales orders
        • Join many
  • CRM
    • – Introduction to CRM
    • Prospects
      • – Creating an quotation for a prospect
      • – Create follow-up
    • Customers & Prospects
    • Follow-up activities
    • Create e-mail list
    • Campaign
    • Maintenance
      • Interests
      • Products
      • CRM groups
      • Follow-up groups
      • Campaign groups
  • Vendor
    • Mass update
    • – Purchases and sales without VAT
    • Reports
      • Statement
      • Merge payments
      • Ageing report
      • Pivot table
    • Maintenance
      • Vendor groups
      • Purchase order groups
      • Vendor layout groups
      • Number sequences
      • File formats for methods of payment
        • – Setting up messages for vendor payments
        • – Setting up bank days
      • Join
      • – Join two accounts
      • – Join two purchase orders
      • – Join many
  • Inventory
    • Items
    • Stock Journal
    • – Posting in the stock journals
    • – BOMs in Uniconta
    • – Handling packaging fees
    • Reports
      • Inventory account statement
      • Inventory transactions
      • Item stock status
      • On-hand
      • Re-order list
      • Pivot table
    • Maintenance
      • – Purchasing number series items
      • Join two items
      • Variants
        • – Default variants
        • – Importing old inventory transactions
  • Project
    • Get started with Project and Time
    • Invoicing in the project module
    • Project Categories
    • Pivot table
    • Project groups
  • Company
    • Company information
    • View a demonstration company
    • User rights
      • Manage users
      • Requests for company access
      • Request company access
    • Maintenance
      • Configure application functionality
      • Preferences
      • Subscription (Administrators)
      • – Create subscription (Administrators)
      • – Create subscription (Client)
      • – From trial period to subscription
      • – Counting financial items
      • – Azure Authentication in Uniconta
      • Modification URL
      • Create a new company
    • Contacts
  • Administrator
    • Distributor Administration
    • User Login History
    • Partner Plugin
  • Tools
    • Main Menu
    • Save layout as a menu item
    • User Plugin
      • How to change Uniconta’s default plugin path
    • Report Generator
      • Report Generator
        • Acccount statement
        • Collection letter documents
        • Company accounts cover page
        • Picking list
        • Purchase documents
        • Sales documents
      • Create a report to be viewed externally
      • Expression binding for Reports
    • Additional setup
      • Local backup
      • Import e-conomic
  • Data Access
    • Transfer data from Uniconta to Excel
    • OData filter function
  • General
    • User Interface
      • User Profile
      • Shortcut Keys in Uniconta
      • Layout
      • Templates
      • How to search in Uniconta
      • Filter/Clear Filter
      • General tips
    • General Functions
      • Attachments
      • Copy and paste in Uniconta
      • Export data and reports to file format
      • Send documents and data by e-mail
      • Print reports and list forms
      • National company number lookup
      • Excel, export and import
    • Security
      • Forgot Password
      • Backup
      • Uniconta Security
    • Installation
      • Installation on RDS – Remote Desktop Server
      • Optimal internet access for Uniconta
      • Install Uniconta in Windows 7
      • Uniconta in the Microsoft App-Store
      • Uniconta for Mac
Search
Generic filters

Stock transactions

505 views 15 February 2017 5 April 2018
Print Friendly, PDF & Email

Learn more about:

  • Layout
  • Filter/Clear Filter
  • Templates
  • How to search in Uniconta
  • Attachments
April 5th, 2018

 

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.

  • Was this Helpful ?
  • YesNo
Categories: Customer, Reports, Unipedia

Get in touch with us

Uniconta

  • Uniconta
  • Modules
  • Downloads
  • Free trial signup
  • Subscription Terms
  • System Status

PARTNER

  • Become a Reseller
  • Become App Partner
  • For Developers
  • For Accountants (Univisor)
  • Uniconta Partner Portal

INFO

  • News
  • Updates
  • Customer cases
  • Video
  • IT Security
  • About us
  • Management

Support

  • Unipedia
  • API information
  • Contacts
  • Visit a Country Site
    • Dansk
    • Deutsch
    • Eesti
    • Íslenska
    • Lietuvis
    • Nederlands
    • Norsk
    • English
Uniconta
© Copyright 2019 | All rights reserved | info@uniconta.com | Terms & Conditions
Facebook LinkedIn Youtube