Stock requirement report | ParagonERP

Stock requirement report

Introduction

The following wiki will explain how to access and filter the stock requirement report.

You can also find more information about how to access and use the reporting module in Paragon.

Step 1 : Access the stock requirements report

In the reports module, select the stock requirements report under the inventory card. Note that you'll have to scroll to the bottom of the card to find it.



Step 2: Stock requirements

On this screen, there are two separate tables, one for all of your materials and one for all of your products. Both tables work the exact same, but its defining parameters are different as materials and products have different needs that must be fulfilled with respect to its stock. So, for materials, there is a column for quantity needed and funds needed. Whereas for products, there is ATS, on order and need to buy.



You can click on the plus button next to each individual material, which will show you the purchase cost per unit. If you hit the plus on the purchase cost per unit, you will get the unit of measure. This helps break down every part of that material for easier analysis.

Similarly, you can click on the plus button next to each individual product to see the purchase order associated to that product as well as all the other parameters for transnational use as listed above.


Alternatively, if you want to do this for every single material/product, just right click on the column name and hit expand all. 


You will now see more columns on screen, and you will see the details of all of the items (purchase CPU and UOM for materials and order no. for product name).


The second tab of the report, settings, shows the list of assumptions that are already applied in the stock requirement report. It is to notify the user that these assumptions are already preemptively assigned as a part of the report.


Step 3: Filtering the report

To view the filters for this report, hit the expand bar on the left hand side of the report.


The current filters available for this report are listed on the left hand side. You can click on them to filter by category.  You can also choose the start and end date to filter by both category and time.

 

If at any point you want to restart your filtering process, just click the reset button on the top left hand corner of the page. You can click the arrows on either side of that reset button to undo or redo your last filter.


What's next?

Now that you've got the stock requirements report under your belt, why not check out some of our other inventory reports?


    • Related Articles

    • Inventory reports

      Introduction Here you'll find an overview of all the inventory-related reports in Paragon. Before using these reports, you can familiarize yourself with accessing, filtering, searching, printing and exporting reports. Scroll down on the same left ...

    • Inventory available report

      Introduction The following wiki will explain how to access and filter the inventory available report. You can also find more information about how to use the reporting module in Paragon. Step 1 : Access the inventory reports module In the reports ...

    • Inventory reports WIGO

      Introduction Although you are able to check your inventory directly from the inventory module in Paragon, we have made it easy to navigate through your WIGO reports to break down the detailed information on your individual products and their ...

    • Inventory movement between Paragon and Shopify

      Introduction Your Shopify shop is on fire and your products are selling like hotcakes. Now you need to make sure that your shop shows the correct number of available units based on your inventory in Paragon. We'll walk you through this process here. ...

    • Adjusting stock by importing inventory

      In Paragon, you can import and export files containing reference items or transactions. Here, we will show you how to make this task that much easier by exporting, editing, and re-importing inventory, thereby allowing you to complete mass ...