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Improved Stock Overview Report

Another improvement to our accounting software based on feedback from our customers:

We’ve just released some improvements to the Stock Overview Report.
You can find this report in in Reports -> General Reports.

Firstly, we’ve added an extra column so you can see what you’ve entered as the stock warning threshold. This is the value you enter for “Warn me if quantity drops below:”.

If your quantity in stock drops below that level then the item is listed in amber to warn you that levels are low.

We’ve also added some options to the report so you can quickly get to the information you need:

Orders Only

If you tick this box then the CSV file that’s produced will only include items where you have pending deliveries.

Alerts Only

Ticking this will ensure the CSV only contains items where the quantity in stock is below the warning threshold.

Exclude Ordered

This option only appears if you select “Alerts Only”. It lets you further narrow down the list to remove items that are below the warning threshold but have sufficient items pending delivery.

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