How to Generate Month End Stock Balance By Location Report

Overview:

The Month End Stock Balance by Location Report enables users to generate an inventory report to show the remaining balance with values grouped by location.

This report will only be available if the add-on module: Multi-Location is activated.

Scenario:

Generate a Month End Stock Balance by Location Report for a certain month.

Solution:

1. On the Navigation Pane, go to Reporting > Report Center. Under the Stocks tab, click Other Reports > Month End Stock Balance By Location.

2. In the Month End Stock Balance By Location screen, set the parameters that will filter the generated report

Filters:

    ● Date: Specify a date.

    ● Code: Select the Stock code

    ● Category: Select the stock category.

    ● Group: Select stock group.

    ● Class: Select stock class.

    ● Preset: Select predefined stock presets.

    ● Location: Select stock locations.

Options:

    ● Include Zero Balance: Include stocks with zero balance.

    ● Include Inactive Stocks: Include stocks that are inactive.

    ● Include Stock Transfer: Include stock transfer records.

3. Once done with filtering, click ‘Preview.’ This will show the report based on the selected report format.

4. The generated report may also be exported by clicking the ‘Export To’ icon. This will show all the available file formats.

5. To Print, click the ‘Print’ icon.

Application:

You can now view the generated Month End Stock Balance By Location Report.