Stock Status by Product report: options and information

Available in Microsoft Office Accounting Professional 2009 only.

The Stock Status by Product report contains information about the status of products in your stock. The report groups products by product group (sales group).

To open this report, on the Reports menu, point to Stock and then click Stock Status by Product.

Default information in this report includes preferred suppliers, reorder points, quantities on hand, quantities on purchase orders and sales orders, next delivery dates and next shipment dates. To view other information, such as shortages, quantity to reorder or restock levels, click Modify Report on the toolbar, and then in the Modify Report pane, select the appropriate Columns options.

You can also view information about shortages and quantities to order. A check mark appears in the Place Order column for stock that meets either of the following criteria:

  • The quantity on hand plus the quantity on open purchase orders is equal to or below the reorder point in the stock record.

  • The quantity on open sales orders is greater than the quantity on hand plus the quantity on open purchase orders.

In the Stock Status by Product report, you can do the following:

  • Click a column heading to sort all report contents by that column.

  • Double-click a row to open the Stock Valuation report for the product on that row. You can then double-click each line item in the newly opened report to open the original transaction forms.

    Note: If you open a report and edit an underlying document, you need to refresh the report to see the effect of your changes. Click Refresh Report   Button Image on the toolbar or press F5.

When you move the mouse cursor over information that is linked to additional details, the cursor changes to a pointing finger. This indicates you can double-click that location to display associated information, such as opening the original transaction document.

Change date range

To change the date range for this report, on the toolbar, click the arrow next to As of or Date.

Sort by report groups

You can sort the groups within the report in addition to sorting the rows within the groups:

  • To sort the groups within the report, on the toolbar, click the arrow next to Sort Report Groups by, and then select an option.

  • To switch between ascending and descending order, click the sort by ascending or sort by descending buttons on the toolbar.

Additional information

The following table provides links to topics that describe additional ways in which you can work with this report.

To learn how to

See this topic

Modify the appearance of the report.

Modify a report

Filter the report to focus on specific areas.

Report filter options: Stock Status by Product

Export the report for further analysis.

Export a report to Microsoft Office Excel

Print the report.

Print a report

Save the format of the report after you have customised it.

Save a report

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