How to Generate a Stock Report

Use the following steps to generate a Stock Report:

1. Click on the Business tab, click Stock, and select Stock Report.

2. If applicable, click on the Stock Group drop-down menu and select as many or as few options as required.

Note: Selected stock group options will show with their full name below the field. click on the chevron to Expand or Collapse.

3. If applicable, enter the Start Stock # and/or End Stock # or click on the Search icon to search for Stock.

Note: Refer to How to use Stock Search for more information on how to use this feature.

4. If applicable, enter the Start Vendor # and/or End Vendor # or click on the Search icon to search for a Vendor.

Note: Refer to How to use Vendor Search for more information on how to use this feature.

5. If applicable, select the Active (selected by default) or Deactivated radio button.

6. If applicable, in the Stock Report Type section, select the Summary (selected by default) or Detailed radio button.

7. Click on the Generate Report button or click on the Clear All button to remove all input information and reset the fields to their default values.

8. To download the report in an Excel, PDF or Word file format select the corresponding option and click the Export button.

Note: All exported file types have the Save (Download) or Print options.

Click on the arrows in any column to sort the data. Not all columns will have this option.

9. Click on the Back button to return to the Stock Report screen.