Detailed Stock-In Report
Feature Overview:
This report provides end users with an overview of all goods that have been stocked in during the reporting period, thereby helping management track goods and effectively control stock-in transactions.
Navigation path to the feature:
REPORTS --> INVENTORY REPORTS -> DETAILED STOCK-IN REPORT
Report screen (Detailed Stock-In)
Step 1: In which “Filter”
- From date -> to date: Specifies the time period you wish to monitor stock-in/out activities. This section is essential for defining the data scope of the report.
- Branch: Select the branch to review inventory, allowing you to view inventory for one or multiple branches simultaneously.
- Product category: Select the product category to review inventory, allowing you to view inventory for one or multiple categories simultaneously.
- Product: Select the item to review inventory, allowing you to view inventory for one or multiple items simultaneously.
- Lot/lot: Select the lot(s) you wish to check inventory for, allowing you to view the inventory of one or multiple lots simultaneously.
Step 2: Overview of the data columns displayed in the report list.
- No.: The serial number automatically increases according to the number of product rows.
- Branch Code: The branch code is a unique identifier used to distinguish between branches of a company or organization. This code is commonly used in data management systems, accounting, warehousing, or during transactions to facilitate the classification and tracking of activities for each branch.
- Branch Name: The branch name is the designation or identifier of a branch within the company's or organization's system, used to distinguish between branches. The branch name typically reflects the area or location where the branch operates.
- Document Type: The type of stock-in document, including transactions such as (Purchase Order/ Transfer Order/ Return Stock-In from Customer).
- Document Number: The document number is a code or unique identifier assigned to each transaction document in the company's accounting, management, or archiving system, to facilitate easy, accurate, and transparent tracking and management of transactions. Each document, such as a receipt, payment voucher, invoice, bill, etc., will have a unique document number to distinguish it from others.
- Document Date: The date on which a new document is created for a related transaction, enabling statistical reporting of relevant data based on the document date.
- Product Code: The SKU (Stock Keeping Unit) code is a unique identifier for each product or product line in the warehouse, facilitating more effective inventory management.
- Product Name: Detailed descriptive information about a product.
- Basic unit: The basic unit of measurement, used for warehouse storage and as the smallest basic unit.
- Status: Indicates whether the goods are still in stock or out of stock.
- Batch number: Batch number (Batch Number/Lot Number) is an identifier assigned to a specific batch of goods during production, warehousing, or distribution. This code facilitates traceability, inventory management, and product quality control.
- Expiry date: Expiry date (Expiry Date/EXP) is the final date on which the product is guaranteed to maintain its quality, effectiveness, and safety for use. After this date, the manufacturer is no longer responsible for the quality of the product.
- Quantity: The quantity of goods recorded in the corresponding inventory receipt documents.
- Unit price: For each document, each item may have the same or different value at each stage of related inventory transactions.
- Total amount: The total amount is the sum payable in a transaction or on a document, calculated by multiplying the quantity of products or services by the unit price of each product or service (Total amount = Quantity * Unit price).
Thus, we have completed the instructions for viewing the Detailed Stock-In Report. Thank you for reading our guide from the Ordersys Team, and we look forward to seeing you in future tutorials.
