What is the purpose of the inventory report?
This report allows users to understand the stock level of each product and the cost of related goods. Users can use this report to analyze which goods need to be ordered and when they are not needed. In addition, users can analyze this report whether the cost of their tonnage is within their scope or within their budget.
To use it, just follow the steps below:
Click “Cashflow” > “Transaction Report”。
You can set a specific period or date for viewing, and all inventory will be displayed. Moreover, by setting the specific date, the user can also filter inventory to be the creation date or the invoice date. In addition, users can also filter inventory types as available inventory and current inventory. For details on the differences between these two types, click here (https://biztory.freshdesk.com/support/solutions/articles/16000076788) to view details. After setting all dates and filters, click "Search".
In addition, users can also directly click "Show All" or "Group".
If the user clicks to show all, then all types of inventory will be displayed, an example is as follows:
If the user clicks "Group", goods will be displayed according to the setting (only users who have set the classification of the product can use this function effectively), examples are as follows:
In addition, the company can export this report or print this report