Stock Summary - Stock Movement tab

Modified on Mon, 20 Apr at 12:21 AM

Use the Stock Movement tab to view the movement of a selected item by:

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 Stock Movement tab:

Select Sales > Stock Summary from the Synergetic main menu.
Tip: You can also access the Sales functions by clicking .
The Low Stock tab of the Stock Summary window is displayed.
Click Stock Movement.
The Stock Movement tab is displayed.

Stock Summary - Stock Movement tab key fields and buttons
Filter area fields

Field	Description
Business Unit Filter	Select either: Show All to display items for all business units a business unit from the drop-down list to display items for the selected business unit.
Start Date	Earliest date shown in the grid entries.
Orders	Select: Completed to show completed orders Uncompleted to show uncompleted orders.
Sales	Select: Charged to show charged sales Uncharged to show uncharged sales.

Grid fields
Note: You can right click on a grid to enable grid enhancements.

Field	Description
Description	Description of the item.
Item Code	Code for the item.
Stock On Hand	Stock present at your organisation for the item.

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.

Buttons

Button	Description
	Launch Item Maintenance for the selected grid entry.
	Launch Creditor Maintenance for the supplier of the item.
	Launch Purchase Order Maintenance for the grid entry.
	Launch Community Maintenance for the selected customer.
	Launch the Stock Transfer window to transfer a number of the selected item to another business unit at your organisation.