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Prerequisites: Before creating a product you’re should have;
  • Logged in and have access to CGIC App inventory management role.
  • Your products and warehouses are already set up

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1. Steps to Generate a Stock Balance Report

  1. Navigate to Stock Balance
    • From the home page, go to Stock ▶️ Stock Balance.
  2. Set Your Filters
    • Company: Select your CGIC entity (e.g. “Charisma Industrial”).
    • Date Range: Pick the “From” and “To” dates for the period you want.
    • Item Group / Item: Narrow to a specific category or product code.
    • Warehouse / Warehouse Type: Focus on one location or location type.
    • (Optional) Tick Include Zero Stock Items to show out-of-stock products.
    • (Optional) Tick Show Variant Attributes for items with variants.
  3. Generate the Report
    • Click Generate New Report in the top-right corner.
    • Wait a moment for the background report to run.
  4. Review Your Stock Levels
    • Opening Qty: Stock on hand at the start date.
    • In Qty: Total receipts (purchases, production) during the period.
    • Out Qty: Total issues (sales, transfers) during the period.
    • Closing Qty: Stock on hand at the end date (Opening + In − Out).
Currency: If you track stock value, select your reporting currency. Zero-Stock Items: Include to identify items needing reorder. Stock Ageing: Tick Show Stock Ageing Data to analyze how long stock has sat. Save Filters: After setting filters, click Save Filter for one-click reuse.