1. Fisikal Support
  2. REPORTS
  3. BUILT-IN REPORTS > FINANCE

STOCK- CURRENT POSITION

Analyse current POS Item stock levels

How to run the report

The Stock- Current Positions  report is available to Manager users where the permission is enabled:

To set the permission click: Settings > User Permissions > Manager > Can see Reports section > Stock- Current Positions = True

To run the report:

  1. Sign in as a manager
  2. Click Reports in the main menu
  3. Click + to add a new report to the queue
  4. Choose Stock- Current Positions from the list
  5. Choose the filter options, click Generate

 

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Filter Options

Format

Choose the format of the output report file:

  • .csv - a comma separated text file that can be opened using Excel or other applications
  • .json - a structured text file useful for exchanging data with other systems
  • .xlsx - an Excel file that is usually smaller than the csv option but can take longer to produce
  • .pdf - uneditable portable document most suited to printing
Locations

Filter the data based on Location Status: 

  • All - this will show all stock transactions in all locations.
  • Active - this will show all stock transactions in active locations.
  • Specific - choose location(s) to see the stock transaction there.
POS item Status 

Include Active or Inactive POS items 

  • All - this will show both active and inactive
  • Active - this will show only active POS Items
  • Inactive - this will show only inactive POS Items
POS Location Status 

Filter the data based on whether a POS Item has an active price in a Location: 

  • All - Active and Inactive prices
  • Enabled - this will show only Active prices in locations
  • Disabled - this will show only Inactive prices locations

 

Report Columns 

Each row is a unique combination of POS Item and Location. The data is grouped by POS Item.

Date

The date that the report was run.

Shows as the local time in the location in case that the location is in a different time zone.

 POS Item The POS Item 
 POS Item Status Whether the POS Item is Active or Inactive
Location The Location that the item is stocked in
POS Location Status Whether the POS Item is Enabled or Not in this location
Current number in stock Current quantity of stock.