The Stock Item Report provides details about a specific stock item, including its sales and arrivals history, the items it was sold with, and the customers who purchased it. It can help determine when an item was sold and assist in identifying the cause of Quantity on Hand discrepancies.

Generating the Report

1. From the main screen of Retailer, click on Stock Maintenance → Stock Screen.
2. In the Stock Screen, click on the Arrivals & Sales tab, then the Stock Item Report button.
   NOTE: You can also access this report from the Stock Enquiry window using the ALT+T shortcut.
3. The following options can be used with the Stock Item Report:
1. Print Sales Information - Tick this box to display the sales information.
2. Start Date and End Date - Select the Start Date and End Date for the report.
3. Print Customer Sales Only - Tick this box to display only sales recorded under a customer's account.
4. Print Arrival & Return Information - Tick this box to display any stock received via Invoice Arrivals or returned through Stock Returns.
5. Print Sold With Information - Tick this box to display any other items sold in the same sale as this item.
6. Print Catalogue Information - Tick this box to display if the stock item is in a Catalogue special.
7. Print Manufactured Goods Information - Tick this box to display information if the item belongs to a Manufactured Goods setup.
8. Print Repair Information - Tick this box to display information if the item is on a repair.
   
4. Click Preview or Print to generate the report.

If all you need is an Arrivals and Sales history, the Arrivals and Sales tab of the stock screen can show you this - just click the Show Arrivals and Sales button, then enter a date range. Use the report instead if you need more information or a printable version.

Reading the Report

The top of the report displays some general information about the stock item, and then the report is divided into different sections based on the options selected.

• Sales - For any sales in the period selected, it will show:
  
  • • Sale Stamp
    • Staff member
      
    • Date
    • Time
    • Terminal
    • Customer number
    • Serial number, if the item uses it
    • Quantity Sold
    • Sale price
    • Discount
    • A total of these columns
      
• Arrivals Information - For the last 10 arrivals, it will show:
  
  • • Invoice number
    • Arrival Date
    • Barcode
    • Quantity Received
    • Retail Price
    • Cost Inc. GST
    • A total of these columns
• Catalogue Details - For the catalogue that the stock item is on, it will show:
  
  • • Catalogue Name
    • Start Date
    • Stop Date
    • If it's Active
    • If it's OfficeSmart
• Repair information - Where the item has been used in Repairs, it will show:
  
  • • Repair ID
    • Entered Date
    • Quantity Used
    • Retail Price
    • Cost Price Inc. GST
• Manufactured Goods - Where it has been used to make another manufactured item, it will show:
  
  • • Product Barcode
    • Stock Description
    • Quantity Used
    • Total Retail
    • Cost Price Inc. GST
      
• Supplier Orders - Where it has been ordered from a supplier, it will show:
  • • Qty On Pending Orders
      
    • Qty On Sent Orders
      
    • Date Order Sent
      
    • The Order Number the item is on

The Stock Item Report can indicate when the item was last stocktaked, but it does not provide specific details about how it was adjusted. You can use the Stocktake Report to obtain more information based on the stocktaked date.

Exporting the Report

You can export the report to either a PDF document or Excel spreadsheet by using the Preview button and following the below steps:

1. PDF - Click on the red PDF button at the top of the report and choose your save destination.
   
2. Excel spreadsheet - Click on the Print button at the top left. Tick 'Print to File' and select 'Xlsx Data File'. Click on the three dots button [...] to choose your save destination. Click OK to save the file.