How to Generate Stock Analysis Report

Overview:

The Stock Analysis Report in QNE Software helps businesses monitor stock performance by providing detailed insights into item movements, stock balances, and overall inventory efficiency. This report is essential for inventory management, allowing users to make informed decisions regarding procurement, stock levels, and product turnover.

Scenario:

You are managing a growing inventory and need a clear, data-driven overview of stock movement across various items. To identify which products are performing well and which are overstocked or underperforming, you decide to run a stock analysis report to gain actionable insights.

Solution:

1. Navigate to Reporting > Report Center > Other reports > Stock Analysis.

2. In the Report Criteria window:

• Set the As At Date to define the reporting cut-off (e.g., 2nd semester).
  Note: Set filters if needed 

3. Click Inquiry or Preview to generate the report.

Inquiry

• Displays the results directly on the same page in a table view.

• Useful if you want to quickly check the data without printing or exporting.

• You can scroll, sort, or apply new filters as needed.
   

Preview

• Generates a printable report based on your selected filters.

• The output can be viewed in different formats (e.g., PDF, Excel, Word).

• Useful if you need a formal report for printing, sharing, or record-keeping.
   

✅ Tip: Use Inquiry for quick checking, and Preview when you need the report in a shareable or printable format.

Application:

• Inventory Planning: Review balances to determine replenishment needs.

• Order Fulfillment: Confirm stock availability before processing customer sales orders.

• Warehouse Management: Track balances across multiple warehouses to optimize distribution.

• Cost Control: Avoid overstocking and reduce carrying costs by monitoring inventory levels.

• Supplier Coordination: Share balance information with suppliers to plan purchase schedules.