Stock Evaluation by Category

Originally written by John Hardwick, last updated Apr 29, 2024, on the Swan Retail knowledge base (FRS).

Part of: Stock Reports

This export is designed to feed into personal productivity programs such as Excel and replicates the data content of the Stock Evaluation by Category Report

The Detailed with notes options adds any messages assigned to the stock record with the subject of ‘Add Note’

Selection Criteria

Run time choices, user selectable.

• Stock Status

  • All Stock / Sold Stock Only / Free to Sell Stock Only

• Format

  • Summary / Detail

• Restricted Stock Location(s)

• Report by

  • Physical Location / Ownership Location

• Supplier(s)

• Product Category (ies)

• Product Group(s)

• Sales Departments, Level 1 to 3

• Group By

  • Product Group Sales Dept 1 Sales Dept 2 / Sales Dept 3 / Sales Dept 1 & 2 / Sales Dept 1, 2 & 3

Print Sequence

As indicated by blue numbered squares in the report example.

1 Ownership or Physical Location

2 Group By Selection

3 Product Group

Report Totals

As indicated by yellow numbered squares in the report example.

1 Product Group

2 Product Category

3 Group by Selection

4 Report

Printed Fields

Fields printed on the report.

• Current or Ownership Location

• Group by Selection

• Product Category

• SKU (Detail Only)

• Stock Detail ID (Detail Only)

• Supplier / Vendor (Detail Only)

• Range / Collection (Detail Only)

• Product Description (Detail Only)

• Product Options (Detail Only)

• Stock Quantity

• Unit Cost

• Line Cost (Quantity x Unit Cost)

• Product Group

• Stock Notes (Detail Only)

Attachments (2)

image-20230126-095902.png
22.9 KB

image-20230126-100058.png
18.7 KB