View monthly trading figures
Trading figures are the quantities and value of goods bought and sold. These figures are available if a stock item is set to maintain a movement history. Trading figures are not available for phantom BOM built items.
You can view up to five years of trading figures, displayed on a month by month basis. Trading figures for 12 months are displayed by default; this can be changed so that you can view as many or as few months as needed.
Sales and purchase trading figures are displayed separately. Values are displayed in the system's base currency. You can view the transactions that make up the figure for a particular month.
Total trading figures for this period and the previous period are displayed. The system continues to total and display the quantity and value of goods bought and sold for the current period until the period is changed. You can change the period at any time. By doing so, the figures for the current period are added to the previous period, and the values for the current period are reset to zero.
To view monthly trading figures
Open: Stock Control > Enquiries > View Monthly Trading Figures.
- Select the Stock item.
- Select either the Sales Analysis tab or Purchase Analysis tab to view the figures you are interested in.
- To filter the displayed trading figures click Refine Analysis. The Trading Analysis Advanced Selection window is displayed.
- Enter the selection requirements using the lists.
- Click OK. The Trading Analysis Advanced Selection window closes and the results are displayed in the View Monthly Trading Figures window.
- To view the transactions that make up the figures for a particular month, select the period from those displayed and then click View Detail.
- To generate a printed copy of the displayed trading figures click Print.