Currently
Activity on a product shows Qty. in and Qty. out on which dates and helpfully links to a sale or purchase order if applicable.
What it does not show is a running total of how many were in stock at that particular time.
Requested Solution
Please also include a running total on stock activity
Why the current situation is a problem
Users do not always do what they're supposed to do, and stock takes don't always go to plan.
When stock level for a certain item says that there are X number of items in stock (but this is false, you've checked, they're not there) there is no way to easily locate where this anomoly has occurred and where they've gone.
(Why there's no easy way to see the anomoly: an example)
Sage says there's 6 items in stock
Activity says
2 in
4 in
2 out
2 in
2 out
1 out
1 in
3 out
etc. etc. back through 4+ years of activity
Were the items purchased for a job (linked somewhere in the depths of time) which didn't end up occuring, Did we returned the items to the supplier but the return was not logged? Did the person doing the stock take not check?
Benefits
Being able to see the running stock level in the above scenario would allow someone to see at which point Sage says that those items came in and 'never left'. It would also allow the posibility that the date and associated SO or PO would 'jog' someone's memory back to that time, or else we could look in to it.
It also helps if you want to see if products which were bought in for a job were ever manually allocated to that job
e.g. a product purchased for a repair:
we would not list all parts individually on a sale so allocation is not automatic. Is this where those 6 items went to? Did they get fitted to a job which would not automatically allocate them to a sale?
Guest
