Stock monthly trading figures

Find this screen

Open: Stock Control > Enquiries > Stock 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 > Stock Monthly Trading Figures.

Select the stock item Code.
Select either the Sales Analysis tab or Purchase Analysis tab to view the figures you are interested in.
Tips for using the list
- Search for items by typing in the box at the top of a column.
- Use filters to show items that contain particular text or a range of values.
  - To filter a column, select the filter button in the column heading, or select the filter button from the menu in the column header.
  - If you want to filter by a date, use the filter button from the menu in the column header.
- Sort the list by selecting the column heading. Select the heading once to sort in ascending order, and select it again to sort in descending order.
- To add or remove columns, select the menu button in the column header, then select the columns button.
- To pin a column, select the menu button in the column header, then select Pin Column and choose the column.
- To move a column, select and hold the column heading, then drag it to a new position.
Note: You'll not see the menu button in the column header until you either: hover over the column heading with a mouse, press and hold the column heading on a touch screen, or navigate to the column heading using a keyboard Tab key (use Ctrl + Enter to open the menu).
To filter the trading figures, select Refine Analysis.
- You can filter the figures by Warehouse, and by Customer (for sales) or Supplier (for purchases).
  
  Note: The terms Warehouse and Bin can be customised, so they might have different names in your Sage 200 company. You can customise these by setting Configurable names in Stock Control Settings (in the Sage 200 desktop).
- Trading figures are displayed for 12 months by default, but you can change this by setting the Months to display.
To view the stock item transactions for a particular month, select the figure in the Quantity sold column to move to the Stock Item History page.

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 in the Sage 200 desktop 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.

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.