Stock List Comparison
This page describes the Stock List Comparison report in the Stock module.
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The Stock List Comparison report displays current stock figures and open (unfulfilled) order quantities for all or selected Items for two specified Locations. If the second Location has insufficient stock to satisfy the Orders assigned to it, the report will also show whether the first Location has any free stock available for transfer.
For each Item, the report has six columns as follows:
- Ordered 1
- The open order quantity for Location 1.
- Location 1
- The current stock level of the Item in Location 1.
- Ordered 2
- The open order quantity for Location 2.
- Location 2
- The current stock level of the Item in Location 2.
- 1->2
- If Location 2 does not have sufficient stock of an Item to satisfy all its open Orders, this figure is the quantity available to be transferred from Location 1 in order to remedy the situation. If Location 1 also has open Orders, it is assumed that these will be satisfied first.
- Loc 1-Ord 1
- The quantity in free stock in Location 1 (i.e. column 2 - column 1).
The open order quantity figures for Locations 1 and 2 are calculated using the Location field on
flip F of each Order row or, if that is blank, the Location on the
'Del Terms' card of each Order.
When printed to screen, the Stock List Comparison report has the Standard ERP Drill-down feature. Click (Windows/macOS) or tap (iOS/Android) on any Item Number in the report to open the corresponding Item record.
- Item
- Paste Special
Item register
- Range Reporting Alpha
- Enter an Item Number (or range of numbers) to produce a report for specific Item(s). Use a colon (:) to separate the first and last numbers.
- Only Stocked Items in the range will be shown (not Plain, Service or Structured Items). Closed Items will not be shown in the report.
- Item Group
- Paste Special
Item Group register, Sales Ledger
- Range Reporting Alpha
- Enter an Item Group here if you need to produce a report that lists the Stocked Items in a particular Item Group. You can also enter a range of Item Groups separated by a colon (:).
- Item Classification
- Paste Special
Item Classifications setting, Sales Ledger
- Enter an Item Classification in this field if you want the report to list Items with a particular Classification. If the field is empty, all Items, with and without Classification, will be included in the report. If you enter a number of Classifications separated by commas, the report will only include Items featuring all the Classifications that you have listed. If you enter a number of Classifications separated by plus signs (+), all Items featuring at least one of the Classifications listed will be included in the report. If you enter a Classification preceded by an exclamation mark (!), the report will include Items featuring any Classification except the one listed.
- For example:
- 1,2
- Includes Items with Classifications 1 and 2 (including Items with Classifications 1, 2 and 3).
- 1+2
- Includes Items with Classifications 1 or 2.
- !2
- Includes all Items except those with Classification 2.
- 1,!2
- Includes Items with Classification 1 but excludes those with Classification 2 (i.e. Items with Classifications 1 and 2 will not be included). Note the comma before the exclamation mark in this example.
- !1,!2
- Includes all Items except those with Classification 1 or 2 or both. Again, note the comma.
- !(1,2)
- Includes all Items except those with Classifications 1 and 2 (Items with Classifications 1, 2 and 3 will not be included).
- !1+2
- Includes Items without Classification 1 and those with Classification 2 (Items with Classifications 1 and 2 will be included).
- (1,2)+(3,4)
- Includes Items with Classifications 1 and 2, and those with Classifications 3 and 4.
- 1*
- Includes Items with Classifications beginning with 1 (e.g. 1, 10, 100).
- 1*,!1
- Includes Items with Classifications beginning with 1 but not 1 itself.
- *1
- Includes Items with Classifications ending with 1 (e.g. 1, 01, 001).
- 1*,*1
- Includes Items with Classifications beginning and ending with 1.
- Location 1
- Paste Special
Locations setting, Stock module
- Specify here the Location from which surplus stock is to be transferred. This will be the From Location in any subsequent Stock Movement.
- Location 2
- Paste Special
Locations setting, Stock module
- Specify here the Location to which stock is to be transferred in order to satisfy any open Orders. This will be the To Location in any subsequent Stock Movement.
- Only with balance
- Select this option if you want to exclude from the report all Items for which the column 5 figure is zero. This figure will be zero if there is sufficient stock in Location 2 to satisfy the open Orders for that Location, or if there is no stock in Location 1 that can be transferred.
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Go back to:
Introduction to Reports in the Stock Module
