Stock Report
Stock Report
This report provides a complete overview of stock movement within a given period. It helps the Accounts and Stores teams track opening balances, inward and outward movements, and closing balances both in terms of quantity and value.
1.1 Search for Stock Report
Step 1: Access the Report Section
- Navigate to the main left-side menu
- Go to Accounts → Reports → Stock Report
- This opens the search filter screen
Step 2: Apply Search Filters
The following fields are available:
- Report From Date / Report To Date: Date pickers to define the reporting period
- Product Type: Dropdown to select the category of products
- Search Button: Displays stock data based on the applied filters
- Clear Button: Resets all filters to default values
Step 3: Generate the Report
- Click Search to display stock data for the selected period
- Click Clear to reset all filters
1.2 View Report Results
After clicking Search, the report results are displayed in a tabular format.
| Field | Description |
|---|---|
| Product Number | Unique identifier for the product |
| Revision | Revision code or version of the product |
| Opening Balance Value | Value of stock at the beginning of the period |
| Opening Balance Quantity | Quantity of stock at the beginning of the period |
| Inward Quantity | Quantity received during the period |
| Inward Value | Value of inward stock |
| Outward Quantity | Quantity dispatched or consumed during the period |
| Outward Value | Value of outward stock |
| Closing Balance Quantity | Quantity remaining at the end of the period |
| Closing Balance Value | Value of remaining stock at the end of the period |
The results grid groups its columns under Opening Stock, Inward Stock, Outward Stock, and Closing Stock, and each of these groups has a Quantity and a Tonnage sub-column, showing the stock count and its weight in tonnes for that stage of the period. The Sub Category column (next to the product's Category) shows the sub-category the product belongs to.
Additional Search Option:
A Search field (top-right) allows filtering results by keyword (e.g., Product Number, Revision).
1.3 Export and Print Options
At the top of the results table, the following options are available:
- Excel / Export Excel: Export the report into an Excel file (columns retained as displayed). This button appears once a search has returned results.
- Print: Generate a print-friendly version of the report
Notes
- A red warning may appear if exchange rates are unavailable
- Some parts may be excluded if supplier or product details are missing
- Ensure correct date range and product type selection for accurate data visibility
- Exported Excel files retain the same column structure as displayed on-screen
That’s it! You’ve successfully learned how to Search, View, and Export the Stock Report in the DMeX application.For further assistance, please contact the DMeX Support Team.