Find Solutions to Common Issues Related to inventory-reports - inventory summary
BUSY doesnot provide day wise stock reports for all items, However, you can check daily summary for single item by follow these steps:
Step 1: Go to Display section then click on inventory summary
Step 2: Choose the Daily summary report then mention the item name, date range and press on Ok tab to view the report.
Note- You can contact to your local channel reagrding customisation for Day wise stock report for all item.
Find out the steps to check inventory summary with chart wise details BUSY further you cannot edit this chart
Step 1 : First go to display
Step 2 : Then go to inventory summary
Step 3 : Then go to Monthly summary
Step 4 : Then select Vertical mode and check report with item wise or item group wise
Step 5 : And check the chart displaying month wise details of items
If you want to analyze the purchase and sales data together for a product or party there are no any particular report for this,you can check the Consolidated Summary
To check the consolidated summary follow the below mentioned steps:
Step 1: Go to Display menu
Step 2: Click on Inventory Summary
Step 3: Select the Consolidated summary
Step 4: You can select Item wise /Item group wise as per requirement
Step 5: Show the value of item (Y)
By following given steps you can see how long each item which you have in your inventory before being sold:
Step 1: Go in display section then select inventory summary option.
Step 2: Then Click on stock ageing FIFO basis.
Step 3: Then select report to be shown as item wise or item group wise and one item , group and all or selected item.
Step 4: Then mention the stock status period and other configuration.
Step 5: Check the report.
If your stock quantity showing negative, and want to know the reason
Please follow the given steps
Step 1 Go on display
Step 2 Click on Inventory summary
Step 3 Click on check negative stock
Step 4 open this report with all items
Step 5 If any item are coming in this report, it means stock are zero or negative on that date
Step 6 Now check stock report of the same date
here are simple steps to understand the reasons for inventory discrepancies between physical stock and inventory reports:
Step 1: Mistakes in recording stock levels or product details.
Step 2: Failing to record incoming or outgoing items.
Step 3: Items damaged or expired without proper adjustment.
Step 4: Receiving the wrong quantities or items from suppliers.
Step 5: Accidentally counting items twice during stock checks.
Step 6: Mismanagement of items with batch or lot numbers.
you can check Transaction summary but it show you total amount.To see in details you need to enter on it and after that you have to see separate Data for sales and purchase in Transaction summary .Separate purchase and sales data reports are necessary because they provide a clear understanding of the company's financial transactions. Combining them can lead to confusion and make it difficult to identify any discrepancies or errors.
If you want to see the list of unused vouchers please follow these steps:
Step 1: Go to display menu then click on inventory summary sub menu
Step 2: Click on unmoved items and then select it as one mc,all,grouped or as required
Step 3: Now select the reports to be shown as all items,grouped or selected then check
Step 4: Specify the date range and other options as required and generate the report
To see item list with zero minimum order, you need to follow these steps:
Step 1: Open your company then go to Display menu.
Step 2: Select Inventory Summary and click on Item Critical Level.
Step 3: Select Minimum Level and click on Item-wise.
Step 4: Enter Report Date and set Y on Consider Items having Zero as Minimum Level.
Step 5: Here, you will see minimum level of item and can filter on 0 quantity.
If you want to check consolidated multimonth stock report in BUSY software
Please follow the given steps
Step 1 Go on display
Step 2 Click on Inventory summary
Step 3 Click on monthly summarty
Step 4 Click on horizontal
Step 5 there is a option filter on MC, enable it if you want to check for a particular Material center
Step 6 Select here month date range and check report