- Go to the Reports.
- Select Inventory Reports > Stock Detail.
- Go to the Home section.
- Select the As on Date until you want to view the details.
- Select the report Type as Summary wise, Details wise, and Lot wise in which you want to view the report.
- If required, mark the Virtual /Show Nil Stock and Show Discontinued options.
- You can apply the filter and select details in the Product and Manufacture tab.
- Now, click on the View tab.
- Users can select all the below options at once, and they can also do it one by one to view the details in the report:
1.) Category2.) Brand
3.) Strength
4.) Marketing Company5.) Product
- After selecting all the above-given options, click on the View tab.
- From the Home tab.
- Click on the Chart tab to convert it into the chart form.
- Inside the chart tab, there are given many options of chart form, select in which you want to convert the details.
- Go to the Analysis tab.
- Select the As on Date till which you want to view data.
- Click on the View tab.
- Use the field list to arrange fields in a Pivot Table.
- After choosing fields, you will see the data in Analysis Grid.
- Enter the name and click on the Save tab to save this report.
- If you want to open the previous report, enter that report name and click on the Open tab.
- Users can Remove/Export, and Import the report as their requirement.
- You can set Grid as per the requirement.
1. Filters2. Columns3. Rows4. Values
Go to the the Dispaly menu. And select the Set Grid Layout option. Now select the field as per the requirement and click on Save button. To save the changes click on the Save Layout. Once again go to the Analysis section and whatever fields you have added now will also be shown in this field section.
- After analyzing the data, if you want to view the details in the chart form, click on the given chart option.
- Click on the given 'Raw Data' option to view the raw data of stock.
- Go to the Display tab.
- Click on the Preview and Print tab to take the printout.
From the Display tab.- Click on the 'T' point.
- Inside the 'T' point, there are given many export formats; select which format you want to export the report.
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