This is a handy feature, with the help of this we can view the Tour Stock Report. There is also a provision for taking the print-out in Excel or PDF format. There are many filters by which different permutations and combinations can be made to search the required data.
In Inventory and supply chain, when we bring the cursor on Tour, we can see different functions.
On clicking Tour Stock Reports we get the following.
Tour stock Report is one of the functions. Clicking this we get the following
On clicking (⮟), marked above, we get the following drop-down.
In Fig.1 we can see many filters, with the help of these we can make our search with different permutations and combinations.
The first one is the Item Category. If we select any Item category and generate the report, we get the following -
As per the above result, we can see the Bill number, Dale, Branch, User(the person who has operated it), Tour Name, Status(TI represents Tour Issue & TR represents Tour Receipt), Number of Tags, Number of Pieces, Gross Weight, Less Wt., Net Weight, & Net Amount.
Thus we can see the full report or take the printout in Excel or PDF Format. Clicking the Voucher Touch as marked above we get the following -
Here we can see the Group details of the Items issue in the tour.
As per Fig 1, The first field is Item Category. Select the category from the drop-down for which we want the Tour Stock Report. If we do not select any Item Category, the Tour Stock Report will be for all Categories.
the next field is Item Sub-Category. We can enter this field from the drop-down and generate the report. We can narrow down our search by entering the first two fields.
The next field is the Item Group. We must select the touch from the drop-down for which we want the Tour Stock Report. If we do not enter this field, then the report will be for all touches.
Next comes the Item Name. From the drop-down, we can select the Item and generate the report. If the item is not selected then the report generated will be of all the items.
The next field is Branches. We must select the branch for which we want the Tour Stock Report from the drop-down menu. If we do not choose any branches, the report generated will be for all branches.
The next field is Metal Type. We have to select the metal from the drop-down or the Tour Stock Report will be for all the items of different metals.
We have to select From and To Dates, within which we want the Tour Stock Report to be generated.
In the Active Tour, we have to select the Tour from the drop-down of which we want to know the Tour Stock Report. The Tour will remain open and active until the stocks issued are all received back. That is all approved tours will be active.
We can see a field name as Other Tour. All non-approved tours can be seen in the drop-down. After receiving all the items from the tour, one has to manually change the status as closed, then only the tour can be seen in this drop-down. Sometimes we are required to verify the closed tours, then this field is used.
We can view a field named Display with Zero. Here we can select Yes or No. If we select ‘Yes’, all the details of the tour even though all the items are received will be displayed in the Tour Stock Report. If we select ‘No’, the zero stock of the tours will not be displayed.
The next field is Voucher Type. Clicking this field we get many options as a drop-down -
All - When we select this, we get all issued and received details.
Sales - When we select this option, we can view the sales details made in the Tours.
Purchase Return - When we select this option, we can view the Purchase Return details made in the Tours.
Tour Transfer Issue - Selecting this option, we can generate the report regarding Tour Transfer Issued.
Tour Transfer Receive - Selecting this option, we can generate the report regarding Tour Transfer Receive.
Duplicate Tag Issue - Sometimes we make mistakes issuing Tags more than once. At the time of the audit, we have to give the printout of these duplicate Tags.
Duplicate Tag Receive - Sometimes we make mistakes receiving Tags more than once. At the time of the audit, we have to give the printout of these duplicate Tags.
The next field is named Group By. Clicking this field, we get many options as follows -
Voucher - Selecting this, we can have the report voucher-wise.
Item Group - Selecting this in the display, all the same groups will be merged.
Item - Selecting this display of all the same items will be merged of different Item Groups.
Item Category - Selecting this, same Item Categories will merge in the display.
Item Sub Category - Selecting this will merge all Item Sub Categories in the report.
Tour - A tour-wise report can be generated by selecting this option.
Voucher Item - When we select this, if in a voucher we have ten entries, all the items of that voucher will be shown separately.
Voucher Touch - Selecting this, if in a voucher we have ten touches, all the touches of that voucher will be shown separately.
Tag - If we want the report Tag-wise. This option has to be selected.
Next comes Bill No. field. When we want to see the specific Bill Number in the Tour Stock Report, we have to enter this field and generate the report.
The next Field is Tour Status. Clicking this we can see different drop-downs.
Approve - If we want the report of all the approved tours, we have to select this option.
Closed - When we want to see the report of closed tours, we have to go for this.
Reject - When we want to see the rejected tour report, we have to select this option.
Cancel - If we want to see the cancelled tour report, we have to avail this facility.
Lastly, we can see five separate buttons
Generate - Filling in the required fields, we can generate the Tour Stock Report.
Cancel - If we have entered any wrong field, we can click the cancel button to clear all the fields and then go for a fresh search.
Print - Clicking the print button, we can take the printout.
Excel - If we want to save the generated report in Excel Format, we have to click this button.
PDF - If we want to save the generated report in PDF Format, we have to click this button.
Thus, with the help of this feature, we can generate a Tour Stock Report with different permutations and combinations as required.
