Inventory Management
Movements Analysis
Every stock movement over a period, from product totals down to each individual movement.
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Inventory Management only
This report is only available to companies using Inventory Management.
The Movements Analysis report breaks down every stock movement over a selected period, so you can track how stock changes.
Open it from either place:
Reports menu
Go to Reports & Analysis > Inventory Management > Movements Analysis.
A stock period
In the period's Reports section, select STOCK MOVEMENTS ANALYSIS.
What it shows depends on the filters you choose.
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Filters
Choose these before you run the report.
You can't choose a period here. If you opened the report from a stock period, that period is shown for reference.
The product groups to include.
The dates to include stock movements for. If a Period is shown, the dates must fall within it.
Show quantities in each product's Displays Size or its smallest Base Size.
Report Output
Level 1 is the same for both analysis styles. After that, the drill-down depends on the Analysis Style filter.
Same for every reporting profile
This report looks the same whichever reporting profile your company uses.
Which Analysis Style did you choose?
Detailed Full Transaction List: 2 levels
Level 1: Product Summary
Total movements into and out of the site for each product, across the date range. Select a product to drill down.
- Product
- In
- Out
- Size
See columns for what each one means.
Level 2: Stock Movements List
Every stock movement for the selected product, in date order.
- Date Time
- Type
- Move Ref
- Source From
- Source Size
- Source Qty
- Size
- Cost Per
- Qty
- Balance
See columns for what each one means.
Summary With Drill Down: 4 levels
Level 1: Product Summary
Total movements into and out of the site for each product, across the date range. Select a product to drill down.
- Product
- In
- Out
- Size
See columns for what each one means.
Level 2: Movements per Type
Movement totals for each movement type in the date range.
- Type
- Size
- Cost Per
- Qty
See columns for what each one means.
Level 3: Movements per Source Product
Movement totals for each source product, where there is one.
- From Product
- From Size
- From Qty
- Size
- Cost Per
- Qty
See columns for what each one means.
Level 4: Stock Movements List
Each stock movement caused by the selected source product.
- Date Time
- <Type ID>
- From Product
- From Size
- From Qty
- Size
- Cost Per
- Qty
See columns for what each one means.
Columns
Every column used in both analysis styles. The detailed list says Source where the summary says From, but they mean the same thing.
The product name and PLU.
The quantity moved into or out of the site in the date range.
When the stock movement happened.
The stock movement type.
The stock movement's reference.
The ID of the record that caused the movement. The column name depends on the stock movement type.
The product that caused the movement: either the product itself, or a recipe it's part of.
The size the source quantity is based on.
The quantity of the source product that caused this product to move.
The pack size the quantity and cost are based on.
The cost of one unit of that pack size. Find out how product costs work.
The quantity of this product moved into or out of the site, in that pack size.
A running total of the product's stock level.