STOCK SUMMARY

A Stock Summary is a statement that provides an overview of the stock-in-hand for a specific period. It presents details such as opening stock, closing stock, and the quantities of goods received and dispatched. The user can readily assess the amount of a product's total quantity sold during a particular financial year.

STOCK SUMMARY IN ACCOXI

In ACCOXI, the Stock Summary feature enables users to monitor comprehensive details of their stock, including quantity, rate, value, consumption, closing stock, etc. It provides a summary of stock sold, closing stock, gross profit, and details of stock consumed.

KEY FEATURES:

Details of stock sold, including quantity, rate, value, consumption, gross profit, and the percentage of gross profit, can be analyzed separately.
Details of closing stock in terms of quantity, rate, and value can also be analyzed separately.
Using the filter option, users can sort out item-wise stock summary.
Users can export stock summary data to their Excel sheet by utilizing the Export option under the Filter menu.

Click on the Inventory section, then select Stock Summary.

DETAILS OF DATA AVAILABLE IN STOCK SUMMARY TABLE

Field		Description
	#	Serial number of items.
	Particulars	Name of stock.
OUTWARDS	Qty	Total quantity of stock.
	Rate	The average sales rate of the product refers to the average rate calculated for items sold at different rates. This calculation is used when there are multiple items with varying rates.
	Value	Total value of the product is calculated by multiplying the quantity of the product by its sales rate. It represents the overall value of the product in stock.
	Consumption	Purchase value of goods consumed is calculated by multiplying the quantity of the goods consumed by their purchase rate. It represents the total value of the goods consumed based on their purchase rate.
	Gross Profit	Gross profit from each product is calculated by subtracting the consumption value from the total value of the product. It represents the profit earned from each product before considering other expenses.
	Perc %	Percentage of gross profit from each item is calculated by expressing the gross profit from each item as a percentage of its total value. It provides a percentage representation of the profit margin for each item.
CLOSING BALANCE	Qty	Total quantity of closing stock in hand refers to the overall quantity of stock that is currently available or remaining at the end of a specific period.
	Rate	Purchase rate of closing stock refers to the cost at which the remaining stock is valued at the end of a specific period. It represents the rate at which the items in the closing stock were initially purchased.
	Value	Total value of closing stock is calculated by multiplying the quantity of the closing stock by its rate. It represents the overall value of the remaining stock at the end of a specific period.

MENUS AVAILABLE IN STOCK SUMMARY

Refresh Option: If the latest data is not displayed, users can click on the refresh button.
Filter Option: Data can be filtered by items, and users can export the details in the stock summary to their Excel sheet.
Modify Option: Similar to the filter option, users can modify the stock summary item-wise and export data to their Excel sheet.
Up Option: Users can use it as an up arrow instead of using the keyboard.
Down Option: Users can use it as a down arrow instead of using the keyboard.
Enter Option: It can be used instead of pressing the enter key on the keyboard.
Exit Option: Users can exit from this window, and it will redirect to the previous page.
Pagination Control: It controls the page navigation and the page size. The page size can be set to 10, 20, 50, or 100. By entering the page number in the box and clicking the Go button, the intended page will appear.

STOCK ITEM MONTHLY SUMMARY IN ACCOXI

The Stock Item Monthly Summary provides a detailed overview of monthly inward and outward transactions for a selected stock item. Additionally, it displays the closing balance of the chosen stock item. This feature serves as a drill-down option, allowing users to directly access stock vouchers for specific products. Below the stock item monthly summary table, a bar chart illustrates the closing quantity in both monthly and value terms.

MENU AVAILABLE IN A STOCK WISE MONTHLY REPORT

The Stock Item Monthly Summary feature comes with several options to enhance user experience:

Refresh Option: Click on the refresh button if the latest data is not displayed.
Filter Option: Filter data by items, and export the details of the stock item monthly summary to an Excel sheet.
Drill Down Option to Access Stock Voucher: The stock item monthly summary includes a drill-down option. Users can access the stock voucher for a specific product either by using the 'Enter key' or double-clicking on the required month. This action redirects the user to the stock voucher page, displaying details such as voucher type, total inward and outward quantities, and closing values.
Closing Stock: A graphical representation of monthly-wise closing stock for an item. Users can easily identify the quantity available as closing stock for a particular month by pointing the mouse pointer on the bar chart.
Back (ESC): Users can go to the previous option by clicking the back option on the screen or pressing the Esc key on the keyboard.
Exit Option: Users can exit from the current window without making any changes.

MENU AVAILABLE IN STOCK VOUCHER

Refresh Option: Click the refresh button if the latest data is not displayed.
Filter Option: Users can filter monthly stock vouchers based on the item and export stock voucher details to their Excel sheet.
Drill Down Option to Access a Particular Voucher Type: Accoxi allows users to view details of vouchers (sales/purchase) created on a specific date. This drill-down option enables users to press the 'Enter key' or double-click on the required voucher type to generate a report.
Exit Option: Users can exit from the Stock Voucher without making any changes, redirecting to the stock item monthly report.

Stock Summary in Accoxi