Product Monthly Transaction Report

Shows each product's stock movements month by month: the stock at the start of each month, the quantity of each transaction type, and the stock at the end.

Menu: Reports › Product Reports › Product Monthly Transaction Report

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Reports › Product Monthly Transaction Report › View

What it's for

Use it like the Product Transaction List Report when you need the movements per month, for example to compare this year's receipts and sales month by month, or to prepare monthly stock reports.

Example

For the quarterly meeting, the manager runs it for Rice 25 kg at the main branch: it shows, for January, February and March, how many sacks were received, delivered to branches and sold, and the stock left at the end of each month.

Options on the screen

• Branch and Location: the stock to look at; then the months.
• The transaction types to show, With Transactions / Without Transactions and Show Advanced Info work as in the Product Transaction List Report.

Filters

Click Filters to narrow the report. You can filter by:

Stock No., Unit Barcode, Name, Chinese Name, Status, Default Supplier, Supplier, Category Tag, Category, Brand, Date Created, Last Modified, Group Type, Memo.

Columns

Column	What it shows
Particular	The customer, supplier or branch on the other side of the transaction.
Purchase Inbound	Quantity received from suppliers.
Purchase Return Outbound	Quantity returned to suppliers.
Sales Outbound	Quantity delivered to customers from back-office sales.
Sales Return Inbound	Quantity returned by customers.
Stock Delivery Inbound	Quantity received from other branches.
Stock Delivery Outbound	Quantity sent to other branches.
Stock Return Inbound	Quantity returned to this branch by other branches.
Stock Return Outbound	Quantity returned to other branches.
Damage Outbound	Quantity written off as damaged.
Adjustment Increase	Quantity added by inventory adjustments.
Adjustment Decrease	Quantity removed by inventory adjustments.
Product Conversion Increase	Quantity added by product conversions (manual group or ungroup).
Product Conversion Decrease	Quantity used up by product conversions.
Auto Product Conversion Increase	Quantity added by automatic group conversions.
Auto Product Conversion Decrease	Quantity used up by automatic group conversions.
POS Sales	Quantity sold at the POS.
Product	The product name.
Supplier	The product's default supplier.
Parent Category	The category one level above the product's category.
Status	The product's status: Active, Inactive or Discontinued.
Memo	The product memo.
Product Tag	The product's tags.
Cost	The product's purchase price (cost) in the branch.
Wholesale Price	The product's current wholesale price.
Selling Price	The product's current selling (retail) price.
Beginning	Stock at the start of the period.
Inventory	Current stock, in the product's default unit.

Also shows: Check All, Barcode, Stock No., Chinese Name, Description, Brand, Category, Wholesale Qty.

For searching, express filters, sorting, column settings, exporting and printing, see About reports.