Prerequisites
Your product (“Item”) and warehouses are set up
Your product (“Item”) and warehouses are set up
1.0 Stock Ledger Report
- Navigate to Stock Ledger
- From the home page, go to Stock ▶️ Stock Ledger.
- Filter for Your Product
- Click Add Filter ▶️ Item Code and enter the product code (e.g.
OVITA-500ML). - (Optional) Add Warehouse or Date Range filters for narrower results.
- Click Add Filter ▶️ Item Code and enter the product code (e.g.
- Review Movements
- Each row shows a single stock transaction:
- Date & Time
- Voucher Type (Delivery Note, Stock Entry, etc.)
- In Qty / Out Qty
- Balance Qty after the movement
- Particulars link back to the originating document
- Each row shows a single stock transaction:
- Export or Print
- Click Download to export the ledger as CSV or PDF for audits.
1.1 Interpret Columns
| Column | Description |
|---|---|
| Date | When the transaction occurred |
| Voucher Type | Document type (Delivery Note, Stock Entry, etc.) |
| In Qty | Quantity added to stock |
| Out Qty | Quantity removed from stock |
| Balance Qty | Running on-hand quantity after the transaction |
| Warehouse | Location where the transaction affected stock |
| Voucher No | Link to the source document for deeper details |