Stock Summary in Accoxi

Stock summary in ACCOXI enables the user to track their stock summary details like quantity, rate, value, consumption, closing stock, etc.

Stock Summary

A Stock Summary is a statement of the stock-in-hand on a particular period. Stock Summary displays the details of stock including opening stock, closing stock, inward and outward supply of goods. The user can easily identify how much of the total quantity of a product was sold by them during a particular financial year

Stock Summary
Stock Summary in Accoxi

Stock Summary In ACCOXI

Stock summary in ACCOXI enables the user to track their stock summary details like quantity, rate, value, consumption, closing stock, etc. It shows the summarised details of stock sold, closing stock, gross profit & details of stock consumed

Key Features

  • Details of stock sold like quantity, rate, value, consumption, Gross profit, percentage of gross profit can analyze separately
  • Details of closing stock in terms of quantity, rate, value can also be analyzed separately
  • By using the filter option, users can sort out item wise stock summary
  • If the user wants to Export stock summary data to their Excel sheet then it can be done by using the Export under the Filter option

 

Navigation of Stock Summary in Accoxi
  • Click on Inventory Section
  • Select Stock Summary

Details Of Data Available In Stock Summary Table

 

Field

Description

 

#

Serial Number Of Items

 

Particulars

Name Of Stock

OUTWARDS

Qty

Total Quantity Of Stock

Rate

Average Sales Rate Of The Product That Means In Some Cases There Were Some Items Under Different Rates, At That Time We Take The Average Rate Of Those Products

Value

Total Value Of The Product(Qty*Sales Rate)

Consumption

Purchase Value Of Goods Consumed(Qty*Purchase Rate)

Gross Profit

Gross Profit From Each Product (Value- Consumption)

Perc %

Percentage Of Gross Profit From Each Item

CLOSING BALANCE

Qty

Total Quantity Of Closing Stock In Hand

Rate

Purchase Rate Of Closing Stock

Value

Total Value Of Closing Stock (Qty*Rate)

Menus Available In Stock Summary

MENUS AVAILABLE IN STOCK SUMMARY

1. Refresh Option

  • If the latest data is not displayed then click on the refresh button

 

2. Filter Option

  • Filter the data by items and also users can export the details in stock summary to their excel sheet

 

3. Modify Option

  • It is similar to the filter option users can modify stock summary by item wise and can also export data to their Excel sheet

 

4. Up Option

  • Users can use it as Up Arrow instead of using a keyboard

 

5. Down Option

  • Users can use it as a Down arrow instead of using a keyboard

 

6. Enter Option

  • It can be used instead of entering the key in the keyboard

 

7. Back (ESC)

  • Users can go to the previous option by clicking the Back option on the screen or press Esc on the keyboard

 

8. Exit Option

  • Users can exit from this window and it will redirect to the previous page

 

9. Pagination Control

  • It controls the Page Navigation and the Page Size. Page Size can be set to 10, 20, 50 or 100, by giving page number in the box. When the user clicks the Go button, the intended page will appear.

Stock Item Monthly Summary In ACCOXI

The Stock Item Monthly Summary will show the monthly-wise inward and outward details along with the closing balance of the selected stock item. It is a drill-down option, users can easily access stock vouchers of selected products directly from here. A bar chart is also available below the stock item monthly summary table which shows the closing quantity both in terms of month and value

Menu available In A Stock wise monthly report

 

MENU AVAILABLE IN A STOCK WISE MONTHLY REPORT

1. Refresh option

  • If the latest data is not displayed then click on the refresh button

2.Filter Option

  • Filter the data by items and also user can export the details of stock item monthly summary into their excel sheet

3. Drill Down Option to access Stock Voucher

  • Stock item monthly summary contains a drill option, user can easily access the stock voucher of a particular product using ‘Enter key’ or ‘Double Click’ on the required month. Then stock item monthly summary page will redirect to the stock voucher page. The Stock Vouchersshows the list of vouchers that are created in-stock item monthly summary It also displays other details, like voucher type, the total inward and outward quantities, and the closing values.

4. Closing Stock

  • It is a graphical representation of the monthly wise closing stock of an item. Users can identify easily how much quantity is available as closing stock on a particular month by pointing mouse pointer on the bar chart.

5. Exit Option

  • Users can exit from the current window without making any changes

 

Menu Available In Stock Voucher

MENU AVAILABLE IN STOCK VOUCHER

a. Refresh Option

  • If the latest data is not displayed then click on the refresh button

b. Filter Option

  • Users can filter monthly stock vouchers based on the item and also can export stock voucher details into their excel sheet

c. Drill down option to access a particular voucher type

  • Accoxi allows their user to view the details of vouchers (sales/purchase) created on a particular date. It is a drill-down option in which the user can press ‘enter key’ or ‘double click on the required voucher type to generate a report

d. Exit Option

  • Users can Exit from the Stock voucher without making any changes and it goes to the stock item monthly report

Stock item monthly report

Frequently Asked Questions?

01How do I filter Stock Summary Items in ACCOXI?

  • Click on Inventory Section → select Stock Summary → Then a Stock Summary Page will appear
  • On the right side of the screen, click on the ‘Filter’ option
  • Under Filter, click on the ‘Item search’ option. Then a pop-up window appears
  • From there, the user can search or select the required item 

 

02How can I access ‘Stock Item Monthly Summary’ details?

  • Click on Inventory Section → select Stock Summary → Then a Stock Summary Page will appear
  • Double click or press enter on the required item
  • Then it will redirect to the ‘Stock Item Monthly Summary’ details page
  • Here user can see the monthly wise inward, outward, and closing details of the selected product for a Financial Year

03How can I obtain the details of all the ‘Stock Vouchers’ created on a particular month?

  • Click on Inventory Section → select Stock Summary → Then a Stock Summary Page will appear
  • Double click or press enter on the required item
  • Then double click or press enter again on the required month. 

04How do I export the details of the Stock Summary?

  • Click on Inventory Section → select Stock Summary → Then a Stock Summary Page will appear
  • Click on the export button at the top right corner inside the Filter option
  • Choose the location and click save

05Is there any graphical representation for ‘Stock Item Monthly Summary’ details available?

  • Yes. It is available under the ‘Stock Item Monthly Summary’ page

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