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Using TurboCASH

 







STOCK LEDGER REPORTS
STOCK MOVEMENT SUMMARY REPORT
  
This report will reflect the movement of the value of transactions and Stock Items for a selected period. This is an important management tool as Stock Items can be tracked in such a way so as to determine the best and worst moving stock items. If used correctly, it can assist you with the effective management of your Stock Items as to keep the right quantities and quality of stock on hand to meet your market requirements.

To generate a Stock Movements Report:
Click on the Reports - Stock - Movement Summary menu option or press the and and and keys on your keyboard. The Stock Movement Options screen will be displayed.

Title bar. Close button - will exit or close this screen. Select, Screen, Printer, File, E-Mail or Fax. Copies - the number can only be selected if the Printer option is selected. Click to change the Printer and the Page Setup for Dot Matrix Printers. Click to generate the report. Click to close or exit this screen. Select Stock Code, Stock Description, Stock Reporting Group 1 or 2. Enter or select a start and end date. Select the range of Stock Items.
Select the following options:

 

Option Description
Sequence Select to list the Stock Items according to the Stock Codes, Stock Description, Stock Groups 1 or 2 (Reporting Groups 1 and 2). The description of Stock Group 1 or 2 you have entered on the Reporting Group Name field on the Stock tab on the Setup - System Parameters - Groups menu option may be reflected in this drop down list.
From Stock Code

To
Select the Stock Code in the search facility from which you wish to generate the Movement Summary.

Select the Stock Code in the search facility to which you wish to generate the Movement Summary.
From Date Enter or select a date.
To Enter or select a date.

Click on the button. The Stock Movement Summary report will be sent to the medium, which you have selected in the Send Report To field.

When you click on the button for any report, which contains transactions, etc. TurboCASH will check for unposted items and display the number of unposted Batches and Documents. You may select to view the details of the unposted Batches and Documents. This is an important facility as these batches contain transactions, which will not be included in your reports.