WealthWell Solution CompanyReport System Wiki Live demo

Reports

Item Enquiry Listing

Stock on hand, costs, selling prices and profit for every item, grouped by item group.

Item Enquiry Listing By Group, all groups, base units.
Item Enquiry Listing By Group, all groups, base units.

When to use it

Use it for a stock check, a price review or a shelf audit: the listing shows every item in its group with stock on hand, unit cost, selling price, Price 2 and profit. The summary line at the top counts the problems worth looking at: negative stock, items priced below cost and items with no price.

Filters

Tick several groups, or none for all. Type in the list to search it.
Tick several groups, or none for all. Type in the list to search it.
GroupsOne or more item groups.
LocationCount stock only at these locations (for example one branch). Nothing ticked = all locations.
Item typeOne or more AutoCount item types.
OnhandAll items, in stock, zero stock or negative stock.
Item code / descriptionSearch the whole item list as you type and tick particular items.
Active items onlyLeave out items marked inactive in AutoCount.
Show all UOMsOff: one row per item in its base unit. On: every unit of measure, grouped under the item.

Columns

OnhandStock balance from all stock movements, converted to the row's unit.
Unit Cost / Unit Price / Price 2From the item's unit of measure in AutoCount. Price 2 is often used as the promotion price.
Profit(Price − Cost) ÷ Price × 100. Shown in red when the price is below cost.
RemarkCost per unit, for example $19.50/PKT.

Several units of measure

Tick Show all UOMs to see packs and cartons. The base unit comes first and the other units are indented underneath with ↳, so an item never gets split across the page.

With Show all UOMs ticked, cartons (CTN) and dozens (DOZ) appear under each item.
With Show all UOMs ticked, cartons (CTN) and dozens (DOZ) appear under each item.
Tip
With every filter on "All" a large account book can return tens of thousands of rows. Choose a group or a location for a faster, shorter report.
WealthWell Solution Report System® · © WealthWell Solution Company. Screenshots show the demo with fictitious sample data. AutoCount is a product of its respective owner; this system is not made or endorsed by them.