Stock movement report

Purpose

Use the Stock movement report to review stock, sales and margin movement metrics by item for a selected period.

Roles involved

• Inventory controller
• Retail analyst
• Store manager

Preconditions

• The user needs permission to read the movement report.
• Product, category and stock movement data must exist.

Navigation path

Reports → Stock movement report

Step-by-step procedure

1. Open Reports → Stock movement report.
2. Use the available filters such as transaction time, category and location.
3. Run the report.
4. Review the result list. The report includes product number, barcode, image, category, description, unit cost, standard price, units in stock, stock value without VAT, stock value with VAT, units received, units sold, units sold value without VAT, units sold value with VAT, total sales value, last delivery date, margin and margin percent.
5. Use export when you need the data in file form.

Required fields

• A meaningful date range is recommended for practical use.

Validation rules

• Category and location filters must use configured values.
• Some numeric columns are calculated values and should be interpreted together.

Exceptions

• The report combines stock and sales movement fields in one output, so users should not treat it as a simple balance report.
• Images may appear when available, but not all products will necessarily have them.

Common errors

• Users compare stock movement to toplist or low stock without noticing the different measures used.
• Margin and margin percent are interpreted without checking the units sold values first.

Troubleshooting

• If the result is too broad, narrow by category and location.
• Use export when comparing multiple numeric columns outside the ERP.
• If image output is not important, focus on the numeric movement columns instead.

Questions / Gaps

• The exact formula used for margin and margin percent should be confirmed in live use if detailed finance training is needed.