Product Movement
Tracking product movement is essential for monitoring stock flow, identifying trends, and managing logistics effectively. This guide provides instructions for recording and analyzing product movements.
Viewing Product Movements
Accessing Product Movement Records
Navigate to Analytics ā Product Movement.
You can use filters to sort movements by:
- š¹Product
- š¹Date
- š¹Employee
- š¹Counterparty
- š¹Transaction register
Select a specific product to view its complete transaction history, which includes:
Transaction Type (e.g., sale, transfer, restock, write-off)
Product Movement Report
Navigate to Analytics ā Product Movement and select the desired report.
Customizing the Report
Use available filters to customize the report according to your needs.
Once you've selected your filters, click Save the filter, then Apply to save your settings for future use.
Sorting and Arranging Columns
Click on a column header once to sort data in ascending order or twice for descending order.
To rearrange columns, drag the column headers left or right.
Exporting the Report
To export your report to Excel, right-click anywhere in the report area, select Export ā Excel Export.
Best Practices
ā Regularly review stock movement reports to identify patterns and optimize supply chain efficiency.
ā Promptly verify and confirm transfers to prevent stock discrepancies.
ā Utilize automated tracking tools to ensure accuracy and timeliness of inventory records.