This section describes the specifics of accessing and interpreting the Stock Movement report.
Opening Report
You can find the report at Reports > Store > Inventory > Volume and state > Stock Movement. For more information, see Viewing Reports.
Viewing Report
The Stock Movement report provides advanced information on sales performance for the several groups of items: new items, dead items, slow items, normal items, and fast selling items.
To generate the Stock Movement report:
- From the CStoreOffice® home page, click Reports > Store.
- Select the account, company, division, or station you need.
- In the Reports list > Store section, go to Inventory > Volume and State > Stock Movement.
- In the Stock Movement report:
- Click Advanced.
- Click Filter by Groups and select the type of items you want to generate the report for:
- New Items: To help you to determine of you want to keep selling them.
- Dead: Items that haven't been sold in the last 30 days.
- Slow: Less than 10 items have been sold in the last 30 days.
- Normal: More than 10 and less than 30 items have been sold in the last 30 days.
- Fast Selling: More than 30 items have been sold in the last 30 days.
- Select other filtering options, if needed. For details, see Filtering and Sorting Report Data.
- Click the Refresh button.
If the report data is outdated, a relevant notification highlighted in red is displayed. To refresh the report data in this case, click the Recalculate button and wait until the report data is updated for each station.
If the Recalculate button is disabled, the report data is up-to-date.
The report contains the following information:.
- UPC
- Item Name
- Size
- Sales Last 30 days
- On Hand (Quantity)
- Performance
- On Hand, $
Filtering and Sorting Report Data
To get the exact information you need, you can apply filters to the report. To set up a filter, select one or more filtering options. Once the filter is set up, at the bottom of the filter section, click the Refresh button to display the report data by the filter criteria.
The report provides the following filtering and sorting options:
- advanced. Click the advanced button, select one or several filtering options you want, and then click[ Refresh. There are the following advanced filtering options available:
- Subtotal By. Select one of the subtotal options - by Common (Stations and Vendors) or Item Tags - if you want to break-down the report results further.
- Filter by Station Tags. Use this option to filter the report data by tags assigned to stations. The generated report will contain data only for those stations to which the selected tags are assigned.
To select tags by which the report data must be filtered, expand the tags tree and select the check boxes next to the necessary tags. You can filter the report data by root tags and tags of the lower level in the tags hierarchy. You can also create a combined filter by selecting different root and child tags. - Filter by Item Tags. Use this option to filter the report data by tags assigned to items. The generated report will contain data only for those items to which the selected tags are assigned.
To select tags by which the report data must be filtered, expand the tags tree and select the check boxes next to the necessary tags. You can filter the report data by root tags and tags of the lower level in the tags hierarchy. You can also create a combined filter by selecting different root and child tags. - Filter by Items. Select this option and use the search tool to find the particular items you want to filter by.
- Filter by Groups. Select the item groups you want- new items, not sold, slow, normal, fast selling. This filter is required.
- Sort by. Select the order of the report columns you want. Select the Ascending or Descending option for the corresponding type of filtering.
- Active/Inactive. Select if you want to see all items, or active/inactive.
- For sale/Not for sale. Select if you want to see sale or non sale items.
Press CTRL, to select several items at a time.
Select the Show Only option to view only the information for the selected items, and Show All Except to view the information for all the items except the selected ones.
For more information on additional report features, see Reports.
