The Stock Discrepancies Custom Report widget is ideal for compiling inventory changes that happened as the result of a stocktake. This is especially useful if you use a custom Reasons on stocktakes for damaged, expired, stolen or any goods that cannot be sold for any reason, but still need to be accounted for.
With this custom report, you can compile a total of damages for a specific date range, and export it in a way that works best for you.
Once you have added the Stock Discrepancies widget on the report, you can click the Edit icon to enable additional fields like Product Notes, Reason, Stocktake Note, and who it was ultimately approved by.
The Edit icon looks like this:
NOTE: If you aren’t seeing the edit icon, you may not be in the Edit view of the report (or you might just need to scroll over). If you haven’t already, click the Actions button at the top right of the screen, and choose the Edit Report dropdown.
From there, you can enable additional columns, disable ones that are not needed, or filter by location:
Once you’ve made your selections, hit Apply and those options will be applied automatically to that widget. As you can see in the above image, you can choose to include Product Notes, Reasons, Stocktake Notes, Created By and also Approve by columns. And, you can filter by Locations as well, to include or exclude any that are available.
Each custom report is able to be exported, either as a CSV or PDF, which you will see when clicking the blue Actions button at the top right corner of the page.
To recap, this custom report is great for keeping track of changes that have been made over a period of time when using stocktakes. This is especially helpful if you use Product Notes, Stocktake Notes or custom Reasons for different types of counts.
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