Stock Reports
To create Stock reports, click on the Optisoft Orb and then Reports > Stock. You will be presented with a menu of the different Stock reports available
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Pick the relevant start and end date(s) by using the drop-down lists for Month and Year and a specific date by left-clicking it.
- Select a Manufacturer, or All.
- Enter a Start Name and End name (or leave it blank to select all items). Start Name and End Name enable you to select a range of items to be included in the report in alphabetical order. You can enter the name of a frame or miscellaneous item, or just the first letter, for instance "A" could be Start Name, and "M" the End Name. The report will then include all items from A to Z. Items beginning with the letter M will not be included. If you have items that begin with a number you may wish to enter a Start Name of 1 or 0 (zero). In the unlikely event that you have items that begin with a "." (full stop) or "/" (stroke) then again you may wish to begin you Start Date with a full stop.
- Select an Item Type or leave it as All.
- Once you have picked the report, applicable dates, and other information, click on View. After a moment the report will be displayed.
An example Audit Trail report would look like this:
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Current Stock Reports
Stock Level by Manufacturer and Item This report shows your total Stock levels, grouped by manufacturer. It displays each item’s style, manufacturer, size, bridge, colour and the quantity you have in Stock.
Audit Trail by Manufacturer and Item This report shows all changes in the Stock level of each item, between the chosen dates. It will show when and why each item had its Stock level increased or decreased.
Stock Value This report shows the current value of all items you have in Stock. It will display the style, manufacturer, size, bridge, colour, and quantity as per the Stock Level report. In addition in will display the wholesale value per unit, the total wholesale value, the retail value per unit, and the total retail value
Optimal Stock Report This report shows the current stock level and the optimal stock level of all of the items listed within stock. The report can be filtered to only show those items where the stock level is currently lower than optimal for use as a shortfall report.
Products Sold By Date This report will display the products and quantities that have been sold through the cash module. When an item is sold through cash it is removed from stock using the Stock Out code. This is then used as the basis for the report’s figures.