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 last period

The sales and purchase values for the stock item are totalled and displayed as the values for this period.

You can choose to reset the figures for this period manually, by using Reset Trading Values in the Sage 200 desktop. If you reset the trading values, the value bought and sold this period is added to the last period figures, and the this period figures are reset to 0.

Useful info

About the stock monthly trading figures

This shows you 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.

You can view up to five years of trading figures, displayed on a monthly basis. Trading figures for 12 months are displayed by default, but you can change this by setting the number of months in Refine Analysis.

Values are displayed in your company's base currency.