How to Generate Stock Report?

How to Generate Stock Position As On Report?

Step 1: Access the Report

  1. Navigate to the Report:
To access the Stock Position As On report, follow the navigation path:

Parts > Reports > Inventory > Stock > Stock Position As On.




Step 2: Apply Filters

Once the report interface opens, you will be presented with various filter options. Applying the correct filters ensures that the report displays the desired stock information.

  • Filter A: Select Branch, Location, Material Type, and Part Code
    • Branch: Select the branch where the stock is being held.
    • Location: Choose the location within the branch (e.g., warehouse, shelf).
    • Material Type: Select the material type (e.g., raw material, finished goods, etc.).
    • Part Code: If you need to generate the report for a specific part, enter the Part Code of the item you want to check the quantity for.
  • Filter B: Date-wise Filters
    You can also apply date filters to restrict the report to a specific time frame:
    • Week To Date: View stock data for the current week up to the current date.
    • Month To Date: View stock data for the current month up to the current date.
    • Other available date filters (if applicable) can also be selected as per requirements.
Click on the "Generate Report" Button: -  After applying the necessary filters, click the Generate Report button to retrieve the stock position data.
View Report: -  The system will process the data and display the Stock Position As On report based on your selected filters.




NotesAdditional Notes:

  • Ensure that all filters are applied correctly to avoid incomplete or inaccurate reports.
  • The report will display data as of the date selected, providing an up-to-date view of stock levels.
  • Depending on system speed and data volume, generating the report may take a few moments.

    • Related Articles

    • Excess Stock Reconciliation (ESR)

      Purpose: This SOP outlines the steps required to initiate, verify, and save an Excess Stock Reconciliation (ESR) document within the POMS application. The ESR process ensures that any discrepancies in stock levels are addressed and excess stock is ...

    • API Report

      Initiating the API Report Step 1: Log in to POMS Application Navigate to API Report: Go to Parts > Reports > API Report > Summary. The API Report section will display several types of reports. The following are the available reports: 1- Flash Report ...

    • Pending GRN Report

      Step 1: Access the Report Navigate to the Report: To access the Pending GRN report, follow the navigation path: Parts > Reports > Procurement > Statement > Pending GRN Report. Step 2: Apply Filters Before generating the report, you’ll apply some ...

    • Part Lot Detail Report

      Step 1: Access the Report Navigate to the Report: To access the Pending GRN report, follow the navigation path: Parts > Reports > Inventory > Stocks > Part Lot Details Report Step 2: Apply Filters Branch - Select the specific branch you want the data ...

    • Standard Operating Procedure (SOP) for Stock Transfer Process Lot Wise

      1. Navigation Access the Parts Module in the application. Navigate to Inventory and select Stock Transfer. 2. Verify Part Availability Before initiating a stock transfer, check the Part Lot Detail Report to confirm the available quantity of the part ...