The stock status report in Workshop Software helps you review and analyse your stock status data in one place. Running this report gives you a clear snapshot that you can use for business decisions, record keeping, or end-of-period reviews. Follow the steps below to run this report from the Reports section.
This report requires a due date has been entered for each product on a stock order. To enter a due date for each product on a stock order please see our guide: How to track stock orders in Workshop Software 1. Click on ‘Reports‘ on the left hand navigation menu in Workshop Software, then click on ‘Business Reports‘
2. Click on the arrow to expand the ‘Stock Reports‘ option
3. Scroll down to ‘Stock Status Report’ from here you can enter in a date range for any stock due to be received during this date range. You can also filter the report by the status. Then click on the green ‘printer‘ icon.
4. The report will appear on a new web browser tab, from here you can download the PDF report or print this to your printer.
Good to Know
- Use the date filters to narrow the report to a specific period. This is useful for monthly or quarterly reviews.
- You can print or export the report results for your records or to share with your accountant.
Frequently Asked Questions
Can I filter the stock status report by date range?
Yes. Use the date range fields at the top of the report to specify the period you want to review. This lets you narrow results to a specific week, month, or custom date range.
Can I export or print this report?
You can use your browser’s built-in print function to print the report or save it as a PDF. Open the report, press Ctrl+P (or Cmd+P on Mac), and choose your printer or select Save as PDF.
Will this change affect existing invoices that already include this product?
No. Existing invoices and job cards retain the product details as they were at the time the invoice was created. This change only applies when the product is used on future invoices.