Pitstop
Stock Management
This article will run through the various reports available to you based on your closed stock checks. Reports can be viewed per site, or per organisation.
TABLE OF CONTENTS
Site Reports
To view and download individual stock count reports...
- Select the Pitstop module from the left-hand navigation bar
- Click Select on the site you would like to access
Review Stock Checks
- Use the Tools drop-down and select Review stock checks
The Review Stock Checks page provides a stock check history, including a line graph and details for each closed stock check:
Summary & Store Detail
Within Review Stock Checks use the Download drop-downs to the right of each closed stock count. Choose from two different available reports. Both will download in Excel formats.
- Summary - consolidated detailed report, including product line count and total valuation
- Store detail - detailed report split per store, including product line count and total valuation
Stock Check Analysis
Within Review Stock Checks you can view the Stock Check Analysis report by clicking the Analyse button to the right of each closed stock count. This report allows you to analyse stock lines within the reporting period, based on the opening quantity from the previous stock check and the closing quantity from the most recent. Movements can be tracked and discrepancies identified by taking into account recorded deliveries via Pi's Deliveries module. Using the advanced side of Pitstop will allow the added benefits of tracking movements through recorded wastage, transfers and sales. When using this report, it will automatically show for the advanced side. This can be changed if you do require a more basic view by deselecting the Advanced check box under Mode:
If using Pi's Purchase Coding module, you can also view a coding summary based on the stock check period.
Stock Estimate Report
- Use the Tools drop-down and select Stock estimate report
If you're looking for a theoretical report for your products, this report will help. Taking into account the closing counts and any stock movements, this can provide you with estimates on stock counts and values:
Organisation Reports
To view and download organisation stock count reports...
- Select the Pitstop module from the left-hand navigation bar
- Use the Download drop-down and choose from three different available reports. These will download in Excel formats:
Summary
This report will provide an All Sites Summary in the first Excel tab, detailing the most recently closed stock checks for every site within the group organisation. This report also provides the same stock check details for all closed stock checks per site, splitting each site into it's own tab.
Coding Summary
This report is based on your Purchase Coding set up and completed stock checks. You can choose the sites and stock checks you would like to generate the report for. Upon download you will receive a breakdown of stock valuation split into your coding set up.
Purchase Coding is required to benefit from this report.
If you cannot see this report, get in touch with the Pi Helpdesk to have this added to your Pi log in.
Stock Discrepancy
This report shows products across all sites with the largest stock discrepancies (top 100 sorted by total discrepancy). This is based on the most recently closed stock checks for each site. These are estimated values based on data input and Pi usage by organisation users.
Stock Wastage Tracking
Within Pi's Intelligence module, you can view the Stock wastage tracking report. This covers product wastage for all sites based on your Pi log in. Advanced Pitstop is required to benefit from this report:
Check out the Advanced Pitstop articles to learn more, or contact us.
Related Articles
Contact Us
If you need any additional help, please get in touch.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article