Learn how to generate a stock report to track product movements such as sales, purchases, and stock adjustments in Nex.
Important
This feature is available using the Premium plan. Click here to check out all our subscription plans.
What is the Stock Movement report?
The Stock Movement report allows you to analyze stock inputs and outputs. Through this report, you can check the flow of sales, purchases, stock decreases, and stock increases during your selected timeframe in Nex.
To better understand the details provided in this report, see what each column represents:
Product: Description or product name as registered in Nex.
Opening Balance: Stock quantity available at the beginning of the selected report period.
Inputs: Quantity added to stock through manual stock increase adjustments or input transactions (excludes purchase transactions).
Returns: Quantity of products returned to stock due to product returns recorded during the period.
Purchases: Quantity added to stock directly through Purchase transactions.
Outputs: Quantity removed from stock through manual stock decrease adjustments or output transactions.
Rewards: Quantity removed from stock due to loyalty point reward redemptions.
Qty. Sold: Quantity of products sold during the selected period (includes debt sales and sales paid via customer credit).
Sales value ($): Total sales revenue generated by the products. Nex calculates the actual transaction price recorded at the time of sale, taking into account any applied discounts or promotions.
Profit ($): Total sum of the difference between selling price and cost price across all sales made during the period.
Loss ($): Monetary loss on sales where the selling price was lower than the product cost. The system only highlights transactions that resulted in a negative margin.
Final Stock: Remaining stock balance after all movements within the selected timeframe.
Let's learn how to generate the stock movement report?
1. Go to the Reports screen.
2. Select the stock report: Product Movements.
3. Choose the desired period to generate the report.
You can generate the report for Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, This year, or choose a custom date range.
4. Review the information displayed on screen.
Done! Now you can generate stock movement reports across different timeframes to analyze stock performance.
