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Inventory Mutation

Report Module Guide: Inventory Mutation Report

Module Location

Inventory > Reports > Inventory Mutation

Module Objective

The Inventory Mutation Report module is used to generate a report that details all stock movement transactions (mutations) within a specific time period. Unlike a Stock Card which usually focuses on one item, this report can display all transactions for various items at once, thus providing a general overview of goods in-out activity.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

Here is an explanation for each parameter:

  • Item/Service Category Type:

    • Filter the report for a specific item category.

  • Period:

    • Specify the transaction date range in the From and To fields.

  • Inventory Detail:

    • Select Summary to see total movements, or Detail to see each individual transaction.

  • CostCenter:

    • Filter transactions that are only related to a specific department or cost center.

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the parameters you need, especially the Period and the Inventory Detail level.

Step 2: Generate the Report

After all parameters are set, click the [Display] button.

3. Reading the Report (Report Content)

The generated report is a chronological list of all stock movement transactions that match your filters.

This report displays details for each transaction, including:

  • Date and Transaction Number.

  • The Item/Service Code and Item/Service Name that moved.

  • Qty: The quantity that moved. A negative number indicates goods out, and a positive number indicates goods in.

  • Price and Total: The value of the movement transaction.

Report Features: This report is interactive, allowing you to search for specific data or export it to other formats like Excel or PDF using the buttons in the top-right corner.

Tips & Important Notes

  • Use this report to get a general overview of warehouse activity in a single period.

  • This report is very useful for tracking all types of movements, including sales, purchases, transfers, and adjustments, in a single view.

  • This is a report that is frequently used by Warehouse Managers and Inventory Accountants for monthly analysis and reconciliation.

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