Inventory Movements Report Overview

The Movements Report within SapphireOne Inventory Mode reports on the movement of inventory items by comparing the number of sales to the number of purchases. The Movement Report is useful in the preparation of sales budgets. 

The Movements Report includes report types such as MTD Quantity, MTD Value, MTD Full, TTD Quantity, QQT Value, TTD Full, MTD Qty Audit, MTD Value Audit, MTD Full Audit, TTD Qty Audit, TTD Value Audit, TTD Full Audit and Aged.

When the Movements Report is selected from the Inventory Reports Menu, SapphireOne will present a print dialog screen for the user to select and customise the criteria and data they would like included within the Movements Report.

The user can select from the Print Destination, Inventory Type, Report Type, Report Sort Order and Report Selection drop-down menus to determine the preferred report layout. Reports are created using a combination of the selected metrics.

Print Destination Menu

The Print Destination Menu allows the user to choose the destination for the Report, and select from the options Printer, Custom Report, Quick Report and Labels.

Printer Tells SapphireOne to send the report straight to the Printer. 
Custom Report This allows the user to create a custom designed report. Once selected SapphireOne will use this option on the Print Destination menu. 
Quick Report Selecting this option will open the Sapphire Quick Report function. 
Labels Selecting this option will open the Sapphire Label Design Report Editor, allowing the user to design Labels as required. Labels can be designed and printed on a sheet or roll.

Inventory Type Menu

The Inventory Type Menu allows the user to select if they would like to report on Base Inventory or Location Inventory.

Base InventorySapphireOne will report on all Base Inventory.
Location Inventory SapphireOne will report on all specific Location inventory.

Report Type Menu

Selecting the Report Type option will enable the user to print different layout styles of the Details Report. MTD refers tp the Month To Date, TTD refers to the Total To Date. 

MTD Qty Displays any stock quantity movement specific to the current period
MTD Value Displays any stock value movement specific to the current period
MTD Full Reports on the movement in full detail, specific to the current period. 
TTD Qty Reports on the movement by quantity. 
TTD Value Reports on the movement by dollar value. 
TTD Full Reports on the movement in full detail. 
MTD Qty Audit Displays stock quantity movement totals per period. 
MTD Value Audit Displays stock value movement totals per period. 
MTD Full Audit Reports on the movement for the current period in full detail. 
TTD Qty Audit Reports on the movement of quantity Total to Date. 
TTD Value Audit Reports on the movement by dollar value and totals. 
TTD Full Audit Reports on the movements both by dollar value and Quantities. 
Aged This report makes use of the options button to produce a 4 column aged report. (Details below.) 

Report Sort Order Menu

The Report Sort Order Menu allows the user to select from various sorting methods and criteria to organise data in different sequences while still maintaining the same fundamental report format. The user can sort data by:

No SortThis will not apply any additional data sorting to the report.
By ID This will sort the order of the data by inventory ID.
By ClassThis will sort the order of the data by inventory Class.
By MTD QuantityThis will sort the order of the data by the Month To Date Quantity.
By TTD Sales ValueThis will sort the order of the data by the Total To Date Sales Value.

Report Buttons

Background ButtonSelecting this button allows the user to run the report in the background of the SapphireOne server, allowing the user to continue with other tasks while the report is generating.
Print ButtonSelect this to Print the Report.
Cancel ButtonSelect this to Cancel the Report.
Record List ButtonSelecting this button brings up a list of all inventory items within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for the inventory item to be printed.
Options ButtonThe Options Button allows for even further customisation of the Report. Further details are outlined below.
Queue ButtonSelecting this button will place the report in a Queue, allowing the user to select the time and day for the report to run and print.

Additional Report Options

Selecting the button gives the user the ability to customise the aged reports even further.

The user also has the option to create custom reports using SapphireOne Quick Reports or Custom Reports functionalities.

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

Was this helpful?

Previous Article


Next Article