Stock Reports Group

Owned by Alan Gilchrist
Last updated: Mar 30, 2023 by Alan Gilchrist
6 min read

Further Reading

Details

This report is used to show the Rotation in more detail for the Stock

To populate the results on the report, you would need to enter the Customer Code and Site Code

Show Frozen Reasons - this will show the Reason for the Frozen stock where it is applicable.

Show Only Shelf Life Items - this will show stock where there is a Shelf Life Expiry Date associated with the Stock Record and where that Date is less than the current Date. The Shelf Life on the Product is used in conjunction with the Best Before Date recorded against the landed stock. (If the Best Before Date minus the Shelf Life Days < today then the stock is not valid for picking on Orders). 

Rotations used on a Sales Order will override this rule (and stock will always be picked)

Show Only Frozen Items - this will only show the Stock that is Frozen

Able to show just Duty Stamped Stock, no Duty Stamped Stock or All Stock 

Load report is used to generate the report on the screen

You are able to export the report to a pdf format by using the Export Report

 

 

Receipted

This report is used to show the Receipted stock and the movement within the last X days

To populate the results on the report, you would need to enter the Warehouse. 

Load report is used to generate the report on the screen

You are able to export the report to a pdf format by using the Export Report

 

Reserves

Reserve Stock and Order by Reserve Customer

Both report will show the stock that has is under Reserve one will order it by the Selection and the other will order by the Reserve Customer

Show Frozen Reasons - this will show the Reason for the Frozen stock where it is applicable.

Show Only Shelf Life Items - this will show stock where there is a Shelf Life Expiry Date associated with the Stock Record and where that Date is less than the current Date. The Shelf Life on the Product is used in conjunction with the Best Before Date recorded against the landed stock. (If the Best Before Date minus the Shelf Life Days < today then the stock is not valid for picking on Orders). 

Show Only Frozen Items - this will only show the Stock that is Frozen

Able to show just Duty Stamped Stock, no Duty Stamped Stock or All Stock 

Load report is used to generate the report on the screen

You are able to export the report to a pdf format by using the Export Report

 

Levels

This report is used to show the Level of the Stock either by Product or Rotation

Load report is used to generate the report on the screen

You are able to export the report to a pdf format by using the Export Report

Location

This report is used to search the Stock Levels in the Locations

Load report is used to generate the report on the screen

You are able to export the report to a pdf format by using the Export Report

 

Private Client

This report is used to send a Rotation Report to a Private Client

Load report is used to generate the report on the screen

You are able to export the report to a pdf format by using the Export Report

You are able to email the customer the rotation by clicking the Email To Customer button

  • The report format will be PDF and CSV

 

 

CD Unpaid

 

This report is used to show the Stock By Rotation that is Customs Duty Unpaid for a specific Customer

Load report is used to generate the report on the screen

You are able to export the report to a pdf format by using the Export Report

Market Value

This Report is used to show current Values for Products as well as allowing Products for a specific Customer or Reserve Customer to be updated to the latest LiveX Values.

You are able to send the Market Values for a specific Customer by clicking on the Send Email to Me button

  • It will send CSV and Pdf file format to the user login email address

The Raise Charge field will raise a charge for updating your Customers Products with the values from LiveX

The Update Values button to update all the Products found with the Filter Options with the latest LiveX values.

Zeroes

This Report is used to display any Stock Records that have gone to Zero Stock over a time period of between 1 day and 2 weeks

Load report is used to generate the report on the screen

You are able to export the report to a pdf format by using the Export Report

History

This report is used to display the Historical information for a specified Rotation.

Detailed Stock Info will show the following for the rotation number

  • Commodity Code

  • Tax Code

  • COO

  • CWC

  • Cost/Currency

  • Freight/Currency

  • Insurance/Currency

  • Singles/Case

  • Litres Liquid/Case

  • Strength %

  • Litres Alcohol/Case

  • Free Circulation

  • Ownership Changed in UK

  • Customs Duty Paid in UK

  • 1000/Case

  • KG/Case

  • Receipt Doc Ref

  • Date Received 

  • Import Details

  • Exclude Non-Movements - this will remove any information that the system counts as a Non-Movement 

Load report is used to generate the report on the screen

You are able to export the report to a pdf format by using the Export Report

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