Item Maintenance - Stock Movement tab

Modified on Sun, 19 Apr at 11:55 PM

The Stock Movement tab is used to view information about:

You can view this breakdown for each:

month, including the current month to date and the current month from the previous year
orders created for the item
receipts, stocktakes and stock adjustments of the item
sales transactions that included the item
all stock movements by date.

Opening the Stock Movement tab

To open the Item tab:

Select Module > Sales > Item Maintenance from the main menu.
The Set Item Search Criteria window is displayed.
Tip: You can also access the Sales functions by clicking .
Select the item. See Searching for items.
The Item tab of the Item Maintenance window is displayed.
Select the Stock Movement tab.
The Stock Movement tab of the Item Maintenance window is displayed.

Item Maintenance - Stock Movement tab key fields
Fields

Field	Description
Business Unit Filter	Select: Show All to show stock movement for this item for all business units at your organisation a business unit from the drop-down list to show stock movement only for the selected business unit.
Start Date	Select the first month and year to display.

Field

Description

Business Unit Filter

Select:

Show All to show stock movement for this item for all business units at your organisation
a business unit from the drop-down list to show stock movement only for the selected business unit.

Start Date

Select the first month and year to display.

By Month sub-tab grid area fields

Field	Description
Description	Description of the period for the grid area entry.
Month	Month of the stock movement.
Ordered / Supplied / Sold	Quantity and amount in dollars of the stock item that was ordered/supplied/sold in the month.
Avg Cost Per Unit Sold	The average cost of the stock item per unit sold for the month period.
Profit Amount	Amount of profit made from the item in the month period.
Profit Markup	Value of markup on the item.
Profit Gross Margin	Markup as a percentage of the item cost.

By Order sub-tab grid area fields

Field	Description
Business Unit	Name of the business unit.
Order No.	Number for the purchase order.
Supplier	Supplier for the item.
Date Ordered	Date that the order was placed.
Date Required	Date that the stock was listed as required.
Date Delivered	Date that the stock was delivered.
Quantity Ordered	Quantity of stock ordered.
Quantity Supplied	Quantity of stock supplied.
Sale Price Current	Current sale price for the item.
Sale Price Projected	Projected sale price for the item, based on change in cost.
Invoice No.	Invoice number for the order.
Invoice Date	Date of the invoice.

By Receipt sub-tab grid area fields

Field	Description
Business Unit	Name of the business unit.
Order No	Number for the purchase order.
Supplier	Supplier for the item.
Date	Date of the receipt.
Quantity Supplied	Quantity of stock supplied.
Unit Cost	Unit cost for the purchased item, excluding tax.
Extended Cost	Extended cost of the goods supplied, calculated by multiplying the quantity supplied and the unit cost.

By Sales Transaction sub-tab grid area fields

Field	Description
Sale Date	Date of the sale.
Business Unit	Business unit where the sale took place.
Sale Seq	Unique identifying number for the sale.
Quantity	Quantity of the item sold.
Unit Price	Unit cost for the purchased stock, excluding tax.
Extended Price	Unit cost for the purchased stock, including tax.
Cost of Goods Sold	Extended cost of the goods supplied, calculated by multiplying the quantity supplied and the unit cost.
Profit Amount	Amount of profit made from the sales transaction.
Profit Markup	Value of markup on the item.
Profit Gross Margin	Markup as a percentage of the item's cost.
Customer Name	Name of the customer for the transaction.
Charged	If selected, customer has been charged for this item.

By All sub-tab grid area fields

Field	Description
Date / Time	Date and time of the transaction.
Business Unit	Business unit where the transaction took place.
Description	Description of the transaction.
Quantity Change	Change in quantity of stock on hand.
Stock On Hand	Amount of stock.