How to use and customise reports for Stock control
There are several reports available for use with Stock Control. For example, order by supplier, stock levels, stock valuation. These can be viewed on-screen, printed, or exported. The layout and content of each report can be customised. The reports are:-
Orders by material
Orders by supplier
Reservations by material
Minimum Free stock
Stock valuation
Stock issues
Audit trail
Stock History
Monthly material summary
At the Main screen:-
● Select: Print
● Select required report from the sub-menu (for example, Orders by Material)
When using woodStore as board database, the reports are:-
Reservations by board
Reservations by run
● Select: Stock
● Select required report from the sub-menu (for example, Reservations by board)
The report is shown on-screen in the 'Report viewer'.
Use the menu options at the top of the screen to customise the report(s). There are options to customise each report and to enter default settings for each report. For details on changing the layout and content of reports see the topic: Stock report layout and settings - Overview
Use the Navigation buttons at the top to move between reports. To move to a report also use the menu option: Reports. The navigation button tooltip indicates which report is displayed when tbe button is selected.
The main options on the file menu are:-
● File - Print (or select the Toolbar option)
● File - Print to PDF (send report to file)
● File - Export (send report to ASCII, MDB, XLS or XLSX file)
The file name for a PDF or exported file is based on the date and the report title (e.g. 2015-04-16 1519 Orders by supplier.PDF)
Notes
- Stock control module only
- Always check the report setup and range before Printing
- The contents of each report and specific instructions are described in the topic on each report.
- If a different range is selected for a report, this information is retained until returning to the main menu.
