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Stock Reports in Treezsoft

发布者  selena  于  Dec 15 2017 17:33        968


Stock reports

Stock reports are used to help business owners and managers to manage and monitor their company's stock amount effectively. This is to make sure the company have what it need when it need it, without accumulating more than you can use, or having not enough stock when you need them. This is essential for product based businesses. You will want to be able to meet your customers' needs while not making a loss in having too much stocks in hand. 

Therefore, stock reports are crucial for business owners and managers to ensure effective daily business operation.

Stock reports in TreezSoft 

TreezSoft cloud accounting software uses automation and integration to ensure accurate and up-to-date data is displayed to all our users at all time. You can generate your company's stock reports anytime and anywhere you need and be ensured that the data is always accurate at that point of time. 

There are nine types of reports available in TreezSoft to help you keep track of your inventory records: Stock Card, Stock Balance, Stock Ageing, Stock Reorder Advice, Stock Physical Worksheet, Stock Profitability, Stock Movement, Stock Sales Summary and Commission Report. 

Stock Card

Stock card allows you to retrieve and review all your past and current stock records. You are able to see your costs and balances in this report.

Stock Balance

Stock balance report shows you your current up-to-date stock balances in your inventory.

Stock Ageing

Stock ageing report shows you the number of items in hand, which has been holding over a period. You can see the items balances and the recurring costs of each particular item.

Stock Reorder Advice

Stock reorder advice report will show you stocks which are in needs of reordering. It is based on the levels you specified per stock item.

Stock Physical Worksheet

Stock physical worksheet becomes essential whenever you are to do a stock-take for your warehouse. The book quantity of your items will be shown in this report and a blank physical quantity column and adjusted quantity column is provided to record the figures to compare if any discrepancies are found.

Stock Movement

Stock movement report allows you to inquire the movement of your stocks.

Stock Sales Summary

Stock sales summary shows you the sales of your stocks, broken down by location.

Commission Report

Commission report will automatically help you to generate your salespersons’ commissions based on the requirements you enter into the system.

You can visit these links to read more about stock modules in TreezSoft:

  • How to create or edit stock items in Treezsoft?

  • How to set different price level for stock items in Treezsoft?

  • What is the difference between enter invoice by Stock Item and Account?

  • How to edit and create stock category?

TreezSoft is a cloud accounting software for Small and Medium-sized Enterprises (SMEs). It allows you to access your financial information anytime, anywhere. It also allows you to have unlimited users for FREE for your account in TreezSoft. Our aim is to help reduce our clients' time spent on accounting mainly by using our automated processes and integration to help increase their company effeciency at a minimum costs. SMEs can use TreezSoft to keep track their expenses, accounts, daily operation e.g. Point of Sales (namely QPOS) system and etc. 

Visit TreezSoft at http://www.treezsoft.com/ to sign up for a 30 days trial account with us! 

You can also email us at [email protected] for more enquiries


关键词 stock report card balance ageing reorder advice physical worksheet movement sales summary commission report

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