Stock > Reviewing your stock information
Stock reports help you keep track of your item quantities and value.
Find Transactions helps you find stock transactions.
To view a list of items that need to be built or purchased
The Stock Alert view of the To Do List displays all items that need to be built or purchased to fulfil customer orders.
1
Click To Do List from any command centre. The To Do List window appears.
2
Click the Stock Alert tab. A list of all items that need to be ordered or built appears. The On Hand column shows the quantity of each item actually on hand. The On Order column shows the quantity of each item already on order. The Committed column shows the quantity of an item on backorder for customers.
n
automatically order or build items, click the select column () next to each item you want to build or order and then click Order/Build. A date window appears with the current date displayed. If you want to, enter a different date and click OK.
An order will automatically be created for the items that need to be purchased. The restocking information entered in the Buying Details tab view of the Item Information window is used to determine the supplier and quantity to order or the items to build.
n
change the details of an order or auto-build transaction, click the Order or Build zoom arrow () next to the item. Complete the transaction in the window that appears.
To analyse stock
The Analyse Stock window gives you detailed information about how much stock you have on hand, what is committed, what is on order, and what is available.
1
Go to the Stock Control command centre and click Analysis. The Analyse Stock window appears.
2
Display the required view of the Analyse Stock window. The Summary view displays all stock items, while the Item Number view displays all the customer and supplier orders for a selected item.
3
[ AccountEdge Plus only] If you use multiple locations to store your stocked items, the Group by Item view displays all stocked items grouped by the item number. The Group by Location view displays all stocked items grouped by location, while the Item Number view displays all the customer and supplier orders for a selected item.
To view stock reports
Analyse Stock Summary report. The summary and detailed versions of this report serve as your order book. You can view a list of all your sales orders and purchase orders for all or selected items.
Items List Summary report. This report shows information about your items, including their on-hand quantities and total value. The Items List Summary report also shows an item’s current average cost price, which is important to know when making stock adjustments. You can use this report to compare your total stock value to the total of your stock asset accounts.
Price Summary report. This report lists your item prices and is useful for sending to your customers. You could also convert this report to HTML and post your price list on an intranet or Internet site.
To view sales and purchases history for an item
1
Go to the Stock Control command centre and click Items List. The Items List window appears.
3
Click the History tab. The History view displays the purchase and sales history for the item for seven years: five past years, the current year and the next year.

Click to show more information

Top of page