Customer Stock Report

What is the Customer Stock Report?

The Customer Stock Report is used to track the inventory of all Products stores in the given warehouse (that the report is being run on).

You can view the report in the web browser by clicking the Show Report button or you can export the report into an XLS file by clicking Export Excel.

Various columns can be added to the report for further customisation. The available columns are covered in the section below.

How to create the Customer Stock Report

Navigate to Customer Stock Report, Reports>Customer Stock Report.
Select a specific Customer you wish to run the report for or select All to include all Customers.
Select the columns you wish to include in the report by typing the column name and selecting from the drop-down. You can click +Add All Columns to include all columns or select the x on a column to remove it from the selection.

The below table covers the columns that can be added to the report. Columns that are not included below are custom fields - the fields you have set up for your Customer. This will include fields such as batch number or serial number.

The default columns are locked and can not be removed. These columns will not have a x option on the name to remove it.

Column Name	Locked	Description
Code	Yes	The code of the Product line
Product Name	Yes	The name of the Product line
Product Status	Yes	The status of the Product line
UOM	Yes	The Unit Of Measure of the Product line
Location	No	The Warehouse Location of the Product line
In Warehouse	Yes	The amount of stock in the Warehouse of the Product line. This amount is a sum of both Allocated and Free columns
Allocated	No	The amount of stock of the Product line that has been allocated to Sale Orders
Free	Yes	The amount of stock of the Product line that has not been allocated to Sale Orders
Incoming	No	If the Incoming column is part of the report, then the amount of stock on Purchase Orders with a status of Not Yet Received will appear in this column on the Report.
ID	No	The ID of the Product line
Expiry	No	The set Expiry Date of the Product line
Pallet Id	No	If the Product line is stored in a bulk Warehouse Location, then it will show a Pallet Id representing what Pallet it resides on in that Warehouse Location
Product Group	No	The Product Group of the Product line if any
Product Type	No	The Type of the Product line
Purchase Order Reference	No	The reference of the Purchase Order that the Product line belongs to
Arrival Date	No	The arrival date of the Purchase Order that the Product line belongs to
# Pallets	No	The number of pallets at the given Warehouse Location

The Warehouse Stock Report columns can be dragged and dropped in the order desired by simply clicking and dragging a tag to the desired position in the column order. Note that dragging fields to different places in the column order will result in slightly different results being displayed in the report as these options are also used to split the Product lines.

Alternatively, if you have a saved template you can use that rather than specify the columns you wish to use each time. See Creating Report Templates for more information.
Select the report options you wish to apply. See below for definitions of the different options.

Report Option	Description
Show Out of Stock Products in Report	If this option is checked then you will both in stock and out of stock products appear in the report. NOTE: If you export the report to excel with this option set then you will get an excel file that has a sheet for In stock products and another sheet for Out of stock products
Automatically Scale Units	This option will make all stock counts showing in columns "In Warehouse", "Allocated", "Free", and "Incoming" in their highest possible unit of measure conversion (eg. If the Product line's highest unit of measure is a Pallet, then the counts shown in the report will be in Pallets with this option checked). See below for a way to scale to other UOM levels.
Show Stock as at a Historic Date	Checking this option will show a date field to choose which date you want to see stock for
Specify Date	This field appears if "Show Stock as at a Historic Date" is checked. You can enter the date you wish to see the historic data for in this field

To export the report click Export Excel. To view the report in the web browser select Show Report.

How the report will appear on the web:

How the report will appear when you download it:

Explanation of In Warehouse, Free, Incoming and Allocated

On the Stock Report, there are four different statuses the inventory can be in.

In Warehouse: Is in the warehouse (assigned to a warehouse location) and has not yet been packed in a Sale Order.

Free: Is in the warehouse (assigned to a warehouse location) and has not been allocated to a Sale Order yet.

Incoming: Stock that is on a Purchase Order but has not yet been received into the warehouse.

Allocated: Stock that has been allocated to an order but has not been packed yet.

Sale Order Status	Product A Inventory Status
Sale Order Status	In Warehouse	Free	Incoming	Allocated
Before Sale Order is raised	10	10	0	0
Rejected	10	10	0	0
Draft (Not allocated)	10	10	0	0
Draft (Stock allocated)	10	5	0	5
Awaiting Pick and Pack	10	5	0	5
Packed	5	5	0	0
Despatched	5	5	0	0

Customer Specific Templates

You can now create and save customer-specific templates, limiting the access to that customer.