Generate Stock Position Reports on Thrive Accounts
Trojan Support User
16 steps
2 minutes
Thriveaccounts
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Navigate to <https://app.thriveaccounts.com/>and open the Stock module.
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Click "Stock Position"
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Click "RUN REPORT" to generate a stock position report for all inventory on the system.
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A PDF will be generated, showing the stock details on the left,
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and the number of products in stock, the number on a purchase order, and number on a sales order on the right.
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We have several options for breaking down our report using the report type dropdown.
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By default, the "product" option lists each product on the system. Choosing "Group" breaks the report down by product groups.
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Click "RUN REPORT" to re-generate the PDF.
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Here we see each product group. At the top are products without a product group selected,
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and underneath is every product that is part of a product group, with the name of the group shown.
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We can also break our report down by the location where a product is held. Click the dropdown, choose "Location," and run the report.
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Here we can see all products that are located at our stores.
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We also have a number of options for filtering our report. We can filter to a specific product or product group,
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or filter to the main supplier. Choosing a supplier means the report will only show products with this account as the main supplier on a Product’s record page.
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Similarly - selecting a location will only show products with this location set on a product's record page. We can also choose whether or not to include any products on the report with zero as the balance - by default this will be no.
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Lastly, we can choose to filter up to a specific accounting period - this will be the current period by default.
For any further information on the stock position report, contact the support team.
