Stock overview report

The stock overview report can be used to give you a valuation of the stock you currently hold.

You must have set up stock management in IRIS KashFlow.

Running the Report

1. Go to Reports > Business > Stock Overview Report.

2. Select from the options:

   • Orders Only: Only show the items that you have yet to get delivered and the value of these.

   • Alerts Only: Only include items that are below your Stock Alert level set in the manage stock levels settings (red and orange coloured alerts).

   • Exclude Ordered: Exclude items that are below the alert threshold, but the quantity currently pending delivery will bring it above that level.

   • None Ticked: If neither option is selected then you will see all your current stock and its value.

3. Select Download Report.

The report that’s downloaded will detail the following:

• Nominal Code of the Sales Type / Sales Type that contains the product

• Nominal Name of the Sales Type / Sales Type that contains the product

• Product Code if one is set for the product

• Product Name

• Product Description

• Product Price excluding VAT

• Quantity you currently have in stock

• Value of the stock (Quantity you currently hold x Product Price)

• Pending Deliveries

• Alert level that you have set for this Product / Sales Type Code