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Item Maintenance - Stock Movement tab

The Stock Movement tab is used to view information about:

You can view this breakdown for each:

Opening the Stock Movement window

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.

By Month sub-tab grid area fields

Item maintenance - Stock Movement - By Month sub-tab

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

Item Maintenance - Stock Movement - By Order sub-tab

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

Item Maintenance - Stock Movement - By Receipt sub-tab

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

Item Maintenance - Stock Movement - By Sales Transaction sub-tab

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

Item Maintenance - Stock Movement - By All sub-tab

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.

Last modified: 4/10/2012 12:05:34 PM

See Also

Maintaining items

Searching for items

Creating new items

Item Maintenance - Item tab

Item Maintenance - Stock tab

Item Maintenance - Suppliers tab

Item Maintenance - Receipts tab

Item Maintenance - Stock at Business Units tab

Item Maintenance - Payment tab

Item Maintenance - Sales tab

Item Maintenance - Purchase Orders tab

Item Maintenance - User Forms tab

Item Maintenance - DocMan tab

© 2015 Synergetic Management Systems. Published 6 May 2015.

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