Stock | Reports | Stock Lists

Stock | Reports | Stock Lists

(Please note that certain relevant content from the IQ Retail Training Team was used to develop this knowledge base article.)

Overview:​​
This article will guide you on how to use and generate the stock lists reports. 
Notes
Steps to follow:
- Select the Stock menu, then the Reports menu option, followed by the Stock Lists option.



Notes
AVAILABLE REPORTS

COMPLETE LISTING
This option produces a report listing all relevant information on the stock items which were selected. This information will be the same as the retail price list but will also include the date last
moved, unit cost, quantity on hand and the value of stock.

ITEM CODE AND DESCRIPTION
This option prints a stock list detailing the stock code, description, group, pack size and pack description.

PRICE LIST
This option will print a retail price list of all or selected stock items detailing the stock code, description and the selling prices inclusive and exclusive.
This report will also give the option to print the price list for all 5 different selling prices.

STOCK TAKE LIST
Selecting this option will print a stock list detailing the stock code number, stock description, stock department, date last moved, bin location and physical location.
It will allow you to enter the physical stock amounts.

TOTAL STOCK VALUE ONLY
This report will produce a printout of the total cost of all items which were selected.

STOCK LISTING AS AT DATE
The stock listing as of the date report allows one to specify a date and then draw the report with figures as they were on that day.

SORT ORDER
Use the Report Sort Order option to print the various report types in account number, name, barcode, description, department, bin location and supplier code sequence.



Notes
FILTERING EXAMPLE
The following filter involves the printing of a report that excludes all items that are Labour and Non-Stock related.

1. Select the Filter button. The filter screen will appear next.
Select the “Press the button to add a new condition” option.
Locate the Code field and select it.
Select the “does not equal” option next to the Code.

2. Now, click the white area next to the “does not equal” option and enter the code of the stock item (to exclude labour and non-stock related items from the list).
Don't press Enter or click the Apply button.

3. For the filter to work successfully, we need to duplicate the first part of the existing filter except for the item code.
This is because we need to specify the other item code that we want to exclude.

4. Select the Apply Filter button to have the filter selection applied and return to the stock list screen.
The stock list report screen will now reflect the result of the filter that has been applied and should reflect stock items that are not labour or non-stock items, as setup in stock maintenance.
If not, select the Clear Filter button and repeat the previous steps to set up the filter again.
NOTE:
Should you have accidentally selected the Apply Filter button or pressed Enter at any point during the filter setup, select the Filter button again to have the filter screen displayed again.
The previously captured information will still be available, allowing you to continue where you left off.
If you escaped from the stock list screen, this information would have been lost.
It is therefore important for any filters that have been set up and are required to be used repeatedly, need to be saved after the filter has been applied or completed.
Notes
5. A new method of filtering allows one to have it done step by step. The other way of filtering is to do it manually.
To do a manual filter, select the “Advanced” tab next to the “Normal” tab and proceed by entering the necessary values.
Once finished, the Apply option may be selected.
Utilizing the new method requires that the necessary field names in the database are known and that an understanding of logical and relational expressions is required.

NOTE:​​
Now that the filter has been completed, select the Save Filter button so that the filter can saved and re-used again.
Saved filters can be used again by selecting the Filter in the Available Filters option on the top right-hand side of the screen.
There is an unlimited number of filters that can be configured and saved.
Notes
To cancel a filter, select the Clear Filter button.

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