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Solution ID:
240304191730253
Last Modified Date:
Sat May 30 04:01:49 UTC 2026
Taxonomy Path:
Case category//How do I...//processing
Author:
sageadmin
How to generate the Stock Movements reports
Description

Use the Stock Movements Summary report to see a summary of stock item movements during a specific time period. Double-click a stock item to open the Stock Movements Detailed report, showing all stock movement transactions for the item in the specified period. These reports help calculate sales costs.

Cause
Resolution

Understanding the Stock Movements Summary report

The Stock Movements Summary report includes the following information:

Item Code The code of the stock item.
ItemDescription The stock item's description, as shown on your invoices.
Quantity In All Goods In and Adjustments In stock movements for the specified reporting period.
Quantity Out All Goods Out and Adjustments Out stock movements for the specified reporting period.
Value In The total net value of the stock item for the specified reporting period. Multiply the item's cost price (at the time of the invoice, credit note, or adjustment) by the Quantity In amount to determine this value.
Value Out

Multiplies the cost price at the transaction time by the sales or adjustment quantity to calculate the total net value of the stock item.

NOTE:

To calculate Value Out correctly, you must have a cost price on your stock item. Changing the cost price after entering the transaction doesn’t affect the Value Out calculation.

To generate the Stock Movements Summary report

  1. Go to Reporting, More, Stock Movements.
  2. Click More, Stock Movements.
  3. From the Period dropdown list, click the time period you want to report on. Choose Custom to enter your own date range in the Start and End fields.
  4. In the Category field, choose All to see all categories on the report. Select a specific category to see only products and services in that category.

    NOTE:

    The Category field displays only if you set up categories for your products and services. See How to add and manage inventory categories for more information.

     
  5. Click Calculate. Optionally, click Export to export it to a CSV or PDF.

Understanding the Stock Movements Detailed report

The Stock Movements Detailed report includes the following information:

Date The date of the stock movement.
Type The stock movement transaction type appears here.
Reference The Sales or Expense Invoice reference.
Details The stock transaction details.
Quantity In All Goods In and Adjustments In stock movements for the specified reporting period.
Quantity Out All Goods Out and Adjustments Out stock movements for the specified reporting period.
Value In The total net value of the stock item for the specified reporting period. Determine this value by multiplying the item's cost price (at the time of the invoice, credit note, or adjustment) by the Quantity In amount.
Value Out

The total net value of the stock item for the specified reporting period. Multiplies the stock item’s cost price at transaction time by the sales or adjustment quantity to calculate this value.

NOTE:

To calculate Value Out correctly, you must have a cost price on your stock item. Changing the cost price after entering the transaction doesn’t affect the Value Out calculation.

 

To generate the Stock Movements Detailed report

  1. Go to Reporting, More, Stock Movements.
  2. Click More and then Stock Movements.
  3. From the Period dropdown list, click the time period you want to report on. Choose Custom to enter your own date range in the Start and End fields.
  4. In the Category field, choose All to see all categories. Select a specific category to see only products and services in that category.

    NOTE:

    The Category field displays only if you set up categories for your products and services. See How to add and manage inventory categories for more information.

     
  5. Click Calculate.
  6. Double-click the stock item for which you want to generate the Stock Movements Detailed report.
  7. Optionally, click Export to save it to a CSV or PDF file.
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