• Tutorials

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    • Getting Started
    • O2VEND Store
      • My Stores
        • Create Store
      • My Account
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        • Manage Billing
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      • Initial Store Setup
    • Dashboard
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      • Purchase Order
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        • Manage Sales
        • Create Sales Invoice
        • Cancel Sales Invoice
        • How to create GDN(Goods Delivered Note)
        • How to add lot for products in GDN
        • How to view sales details
      • Purchase
        • Manage purchase
        • Create Purchase Invoice
        • Cancel purchase Invoice
        • How to create GRN(Goods Received Note)
        • How to add lot for products in GRN
        • How to print a barcode label in purchase
        • How to view purchase details
      • Credit Notes
      • Debit Notes
      • Receipt
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      • Journal
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    • Inventory
      • Manage Stocks
      • Stock History
      • Print Barcode Label
      • Delivery Challan
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      • Stock Transfer
      • Stock Take
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      • Bulk Product Price update
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    • Reports
      • Order Reports
        • Sales Order Summary
        • Purchase Order Summary
        • Sales Order Shipment Report
        • Sales Order Pending Item Report
        • Purchase Order Pending Item Report
        • Sales Order Pending Item Summary
      • Inventory Reports
        • Stock Summary
        • Location Summary
        • Stock/Location Summary
        • Reordering Stock Summary
        • Stock Valuation Summary
      • Products
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        • Category Product Return
        • Product Sale Summary
        • Product Seasonal Demand
      • Pos Reports
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        • Sales Report
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        • Sales Summary
        • Purchase Summary
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        • Daily Settlement Report
      • Account Reports
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        • Purchase Books
      • Miscellaneous Reports
        • Output Detailed Tax Report
        • Output Tax Report Summary
        • OutStanding Report
        • Gross Profit Report
        • GSTR-1 Report
      • Financial Reports
        • Balance Sheet
        • Profit And Loss Report
        • Trial Balance
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      • Stock Settings
        • Unit Of Measure
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      • Account
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    • Features
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        • Manage sales orders
        • How to add products to a customer's shopping cart
        • How to apply discounts/coupons
        • How to search products in Sales Screen
        • How to add products quickly to the Cart
        • How to add serial and lot number
        • How to Print sales bills in POS
      • Receive Payments (Receipts)
      • Delivery
      • Invoice Receipts
      • Manage Cash Register
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      • Stock Transfer
    • O2VEND App
      • Install O2VEND App
      • Home
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      • Stock Movement
    • Webhooks
      • Webhook
      • Examples of JSON format data via webhook
      • Testing webhook

    Stock Summary

    A Stock Summary Report is a document that provides a comprehensive overview of the current status of a business's inventory. This report typically includes information such as the quantity of each item in stock, the cost of each item, the total value of the inventory, and any items that are close to or have reached their minimum stock levels. The report is designed to help businesses manage their inventory more effectively and efficiently.

    The need for a Stock Summary Report arises from the importance of having accurate and up-to-date information about a business's inventory. This information is critical for a number of reasons, including:

    1. Inventory Management: By having a clear and accurate picture of the inventory, businesses can make better decisions about when to order new stock, what items to order, and how much of each item to order.
    2. Financial Planning: The Stock Summary Report can be used to calculate the value of a business's inventory, which is an important component of a company's financial statements. This information is useful for making financial projections and planning for future investments.
    3. Cost Control: By monitoring the inventory levels, businesses can identify overstocked or slow-moving items, and take appropriate action to reduce costs.
    4. Customer Satisfaction: Having accurate inventory information helps businesses ensure that they have the products customers want, when they want them. This helps to improve customer satisfaction and increase repeat business.

    The report is useful for identifying the products that have low stock levels and need to be reordered, and also to keep track of the products that are overstocked and taking up unnecessary space in the warehouse. It can also help in identifying any discrepancies between stock levels and inventory records. This report is useful for warehouse managers, inventory managers and people who are responsible for replenishing stock, it helps them to keep track of stock levels, identify and reorder items that are running low, and take appropriate action to ensure that inventory is always at the optimal level.

    Product Name

    Product search is available to search the product name. See the list of products quantity in the stock summary.

    Location

    It displays the list of products location. That the product has multiple location it shows all the location of the product.

    Total Quantity

    It shows the total quantity and balance quantity of the product in the available location.

    Unit Of Measure

    Units of Measure (UOM) are used to define the measurement of the product. The product UOM also displays in the stock summary.

    How to view the Stock Summary Report

    1. Open Back Office
    2. Click Reports Section or use shortcut key (Alt+R) the reports section willbe open.
    3. Click Stock Summary to view the report.
    4. The Stock Summary will be shown for the current date.
    5. Change Start Date and End Date.
    6. The report will be automatically refreshed with the values for new dates selected.
    Tip

    Use Export All and Export Current Page options to export the report details in to comma seperated CSV file.

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