Reports, valuation and currency rates

Inventory & Warehousing Management System

Open the inventory report centre

Choose the implemented inventory report.

Run the stock summary report

Review quantities by item and warehouse.

Export stock summary to PDF

Generate a printable stock summary.

Export stock summary to Excel

Download the stock summary spreadsheet.

Run the inventory valuation report

Calculate stock value from quantities and configured costs.

Export inventory valuation to Excel

Download valuation detail as a spreadsheet.

Run the stock balance report

Review opening, in, out and closing balances.

Export stock balance to PDF

Generate a printable stock-balance report.

Export stock balance to Excel

Download stock-balance data.

Run the stock movement summary

Review receipt, delivery, transfer, return and adjustment movement.

Export movement summary to PDF

Generate a printable movement summary.

Export movement summary to Excel

Download movement-summary data.

Review out-of-stock items

Use the out-of-stock table to prioritise replenishment.

Review expired stock

Filter and inspect expired product records.

Use the currency-rate register

Review configured rates and logs.

Update a currency rate manually

Enter a supported exchange rate and effective information.

Retrieve currency rates online

Use the implemented online-rate action and review returned values.

Retrieve one online currency rate

Request and apply a supported currency pair.

Review currency-rate logs

Inspect previous rate updates.

Delete an eligible currency rate

Remove a configured rate when no operational rule prevents it.