View monthly trading figures

Find this screen

Open: Stock Control > Enquiries > View Monthly Trading Figures

How to

View stock monthly trading figures

Use this to check what you've bought and sold for a particular stock item.

Open: Stock Control > Enquiries > View Monthly Trading Figures

1. Select the Stock item.

2. Select either the Sales Analysis tab or Purchase Analysis tab to view the figures you are interested in.

3. To filter the displayed trading figures click Refine Analysis.

   • You can filter the figures by Warehouse, and by customer account (for sales) or supplier account (for purchases), and by analysis code Value.

   • Trading figures are displayed for 12 months by default, but you can change Months to display and set this to a maximum of 60 months (5 years).

4. To view the stock item transactions for a particular month, select the month from and select View Detail.

5. Select Print to produce the Stock Monthly Trading Figures report with the stock item trading figures.

Move figures from this period to the last period

The sales and purchase values in Grand totals for full periods are totals for your stock trading periods.

You can use these stock trading periods to compare the total quantity and value of stock items bought and sold between two periods. It is entirely your choice how long each period lasts, so you might start a new period every two months, every quarter, or every year.

Use Reset Trading Values when you want to start a new trading period for your stock, and move figures from the current period to the last period.

When you reset the trading values, the period figures for each stock item are updated:

• The figures for the current period (this period) are moved to the last period.

• The figures for the current period (this period) are set to zero.

See Reset trading values (for trading periods).

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Useful info

About the stock monthly trading figures

Use View Monthly Trading Figures to view and compare stock item trading figures over a period of time. You can see what you've bought and sold for a selected stock item. You can see this as a cumulative amount for this period and last period, and as detailed figures for each calendar month. Values are displayed in your company's base currency.

You can view up to five years of trading figures displayed on a monthly basis, and see cumulative totals for your defined trading period.

• The stock item values for the current and last period (Grand totals for full periods) are stored in Stock Control, and are kept until you manually reset the trading values and start a new period.

• The stock item monthly values can be displayed for the last 5 years (60 months), and these values are derived from the Stock Transaction History records.

Total trading figures (Grand totals for full periods) for this period and the last period are displayed. You can choose how long each trading period lasts, and can start a new trading period by using Reset Trading Values.