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How to Review Your Stock Count Summary

Learn about the Stock Count Summary Report and how to export it to an Excel file.

Updated yesterday

The Stock Count Summary Report helps you track stock count operations for each product and monitor the available quantities by branch or specific time periods. Using this report, you can search for a product, review the details of its count, and understand the impact on available stock.


Accessing the Report

  1. Go to Reports > Stock Control > Stock Count Summary Report.

  2. Click on the report to view details.

Searching for a Specific Product

  • Enter the product name or product code (SKU) in the search field.

Filtering Data

  1. Click Filter.

  2. You can filter results by:

    • Stock count date

    • Location name

    • Product code (SKU)

    • Product name

    • Available quantity

    • Counted quantity

    • Difference

    • Difference value

  3. Click Apply.

Sorting Data

  • Click on the Sort by field and choose how you want the data to be displayed.

Report Data

Location

Branch where the stock count was performed.

Product Code (SKU)

The unique identifier assigned to the product in the platform.

Product Name

The product name as entered in the platform.

Available Quantity

Quantity recorded before the stock count.

Counted Quantity

Actual counted quantity.

Difference

The difference between the platform quantity and the counted quantity.

Difference Value

The cost difference between the available and counted quantities.

Stock Count Date

The date and time when the stock count was conducted.

Exporting the Report

  1. Click Export.

  2. Select xlsx.

  3. The Excel file will be downloaded to your device.


FAQs

  1. How can I search for one or multiple products to check stock count operations?
    Click Filter > enter product names or SKUs > click Apply.

  2. How do I know the available quantity before the stock count?
    Click Filter > enter the product name and set the time period > click Apply > check the Available Quantity column.

  3. Can I export the report for the stock count of a specific product?
    Yes, click Filter > select the required data > click Apply > then click Export.

  4. Why does the same SKU appear under more than one product?
    This happens if the product name was modified, or if the product was deleted and re-added with the same SKU but a different name, then a new stock count was performed.

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