Differences

This shows you the differences between two versions of the page.

--- reports:stocktakes [2025/02/05 12:27] – Gary Willetts
+++ reports:stocktakes [2025/02/05 13:26] (current) – Gary Willetts
@@ Line 16: / Line 16: @@
 When you have entered your various choices, click on the **OK** button to run the report. The report will be created and automatically opened in you spreadsheet application. It looks like this:
-{{ :reports:pasted:20250205-110743.png?1000 }}
+{{ :reports:pasted:20250205-132637.png?1000 }}
 The report shows details of all the stocktake lines on stocktakes that match the report filters you selected above. The lines are grouped by stocktake and shown in line number order. What the columns contain:
@@ Line 25: / Line 25: @@
   * **Item code**: The code of the item this line is for.
   * **Item name**: The name of the item this line is for.
-  * **Brand name, Sources of supply and Project**: These are custom stock fields (see the  page for details). Any custom stock fields that are turned on will appear here, the column headings will be the names the fields are given in the settings.
+  * **Brand name, Sources of supply and Project**: The values entered for custom stock fields (see the [[preferences:general#stock_tab|16.01. General preferences]] page for details). Any custom stock fields that are turned on will appear here and the column headings will be the names the fields are given in the settings.
-  * **Snapshot expiry date**:
+  * **Snapshot expiry date**: The expiry date for this stocktake line when the stocktake was created. Will be "00/00/00" if the line was added after the stocktake was created.
-  * **Expiry date**:
+  * **Expiry date**: The expiry date for this stocktake line when the stocktake was finalised (also called the "counted expiry date").
-  * **Snapshot batch**:
+  * **Snapshot batch**: The batch of this stocktake line when the stocktake was created. Will be empty if the stockline was added to the stocktake after creation.
-  * **Batch**:
+  * **Batch**: The batch of this stocktake line when the stocktake was finalised (also called the "counted batch").
-  * **Snapshot packs**:
+  * **Snapshot packsize**: The packsize (number of units in a pack) for this stocktake line.
-  * **Snapshot quantity**:
+  * **Snapshot quantity**: The number of packs of this stocktake line when the stocktake was created.
-  * **Stocktake qty**:
+  * **Stocktake qty**: The number of packs of this stocktake line when the stocktake was finalised (also called the "counted packs").
-  * **Snapshot qty units**:
+  * **Snapshot qty units**: The number of units of this stocktake line when the stocktake was created (= //Snapshot packs// x //Snapshot quantity//).
-  * **Stocktake qty units**:
+  * **Stocktake qty units**: The number of units of this stocktake line when the stocktake was finalised (= //Snapshot packs// x //Stocktake qty//). Also called "counted units".
-  * **Difference units**:
+  * **Difference units**: //Stocktake qty units// minus //Snapshot qty units// (can be negative).
-  * **Absolute difference**:
+  * **Absolute difference**: //Difference units// with any negative sign removed.
-  * **Comment**:
+  * **Comment**: The comment entered for this stocktake line.
-  * **Reason**:
+  * **Reason**: Only shown if reasons are being used (see the [[preferences:options#stocktakes|16.10. Options (standard reasons)]] page for details) and there is a reason entered for one of the stocktake lines included in this report. The column shows the reason chosen for the difference between //Snapshot quantity// and //Stocktake qty// for this stocktake line.
 \\