Document movements report¶
The Document movements report page displays the stock movements grouped by document, not by product. Unlike Stock movements, here each row is a document (inbound, outbound, transfer, inventory, etc.), and the related products appear in the row detail when you expand it.
With the help of the switch at the top you choose the movement type:
- Finalized - the finalized and validated documents
- In progress - the documents currently in progress
You can filter by time interval, document type, client, supplier, location, external reference, document number and user.
The columns of the report are:
- Document number - link to the related document
- Document type - inbound, outbound, transfer, inventory, expenditure receipt, etc.
- External reference - the reference from the source system
- Comment - the document comment
- Number of lines - how many product lines the document has
- Client / Supplier - the document partner
- Status - the document status
- User - who operated the document
- Date - the document date
When you expand a row, you see the product lines of the document (product name, code, additional code, category, serial number, measurement unit, location, quantity, stock).
From this page you cannot add or delete documents. You can only customize the way of displaying (using the Columns option), filter, sort the list or export it. At export, the product lines are included automatically even if they are not displayed in the table.