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Stock Adjustment Report - include Sale/Cost Data

Eric Erikson 2 days ago in Point of Sale / Inventory Management updated 2 days ago 1

The Stock Adjustment report is great for showing items added to or subtracted from inventory. The report would be MUCH more useful if it also included the cost amount for additions or the sales amount or reason if non-sale for subtractions. Think of a checking account statement where you see both deposits and withdrawals and the running balance on the same report. This type of report would help our accountant (me) immensely with recording and reconciling inventory and cost of sales data in our accounting system. A bonus would be to allow grouping the data by revenue category in addition or instead of item category.

Note: The Item Sales report has the cost info for sales (after subtracting profit from sale) but it only has the date as a filter and not as a column in the report or the extract. I have to run it one day at a time.

Also, the date filter on both the Stock Adjustment report and the Item Sales report does not correspond to the paid dates filter on the Sales Summary report. As an example, we sold two paddles on 2/5 and see them on both the Stock Adjustment report and the Item Sales report but they don't show on the Sales Summary report as paid until 2/12.