The product report is a useful tool that allows you to track the movement of stock for a specific product. This report displays information on all purchases, dispenses, and adjustments made for a particular product, organized by batch. In addition to product information, the report also includes details on the client and patient associated with each transaction, as well as the quantities involved.
Accessing the Product Report
To access the product report, navigate to the "Reports" section, select Inventory Reports then select "Product Report" from the list of available reports.
Using the Report
The product report can be a valuable tool for tracking the movement of stock for a particular product. It can help you identify any discrepancies or issues with stock levels, as well as provide insight into the usage patterns of a specific product.
You can also use the report to monitor the activity of a particular client or patient, ensuring that they are receiving the appropriate amount of medication or supplies.
Filters
You can use multiple filters in order to generate specific reports.
Date (by default, the report displays today's changes)
Categories (select specific product categories for more granular reporting)
Products (for finding specific products)
Product type (filter by goods or consumable products)
Report details
The report displays all
Product name
Date (when the product was administered, removed from the stock, or added to the stock)
Product Details (category, expiration date, batch, supplier)
Doc. No. (record/sale number + link or reception number + link)
Added (the quantity that was added to the stock or manual adjustments)
Used (the quantity that was sold/administered to a patient or manually adjusted)
Balance (product quantity left after the change in both units and subunits)
Staff (the staff member that sold the product or adjusted the stock)
๐ You can drag and drop the column around to change their order.
๐ You can change the width of the columns by hovering over their right side.
Export the report
You can easily generate a PDF or CSV of this Report.
You will require the necessary permission to perform this export.
What is a CSV file?
CSV is a widely compatible data file format which can be opened directly in Excel
๐ Larger reports will be sent via email and will not download directly
Conclusion
The product report is a powerful tool for managing and tracking the movement of stock for a specific product. By providing detailed information on purchases, dispenses, and adjustments, as well as client and patient details, this report can help you stay organized and informed about the usage of your products. Use it regularly to ensure accurate stock levels and to monitor the activity of your clients and patients.