Solution Properties
Solution ID:
222001000101061
Last Modified Date:
Mon Aug 10 09:45:11 UTC 2026
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Stock Movements report
Description

Use the Stock Movement report to work out your cost of sales. You can run it as a summary or a detailed report.

The summary report shows stock flow, quantity, and value in and out for a period you choose.

The detailed report breaks down the individual transactions behind each item, including the sales invoices and purchase invoices that moved stock in and out. This shows you which customers buy particular items and which suppliers you buy them from.

You can export both reports as a CSV or PDF.

NOTE:

The Stock Movements report is only available in Sage Accounting Plus. To upgrade, read how to upgrade your Sage subscription. 

Cause
Resolution
  1. From Reporting, Select More.
  2. Under Product & Services Reports, Select Stock Movements.
  3. Select a preset period or use Custom to enter From and To.

    NOTE:

    The pre-set periods based on your financial year follow the settings in accounting dates and VAT.

  4. You can also filter the report by Category of stock. Learn how to set up categories.
  5. Select Calculate to see the report on the screen.
  6. Select either Export or Export Detailed and then select CSV or PDF format.

When the report is ready, you'll receive a notification from the navigation bar.

▼ The report explained

The Stock Movements Summary report

Item Code The code of the stock item.
Item Description The stock item’s description as it appears on your invoices.
Quantity In All stock movements ‘in’ for the specified reporting period (Goods In, Adjustments In)
Quantity Out All stock movements ‘out’ for the specified reporting period (Goods Out, Adjustments Out)
Value In The sum of the total net value in for the stock item. The cost price entered on the invoice, credit note or adjustment is multiplied by the quantity.
Value Out

The sum of the total net value out for the stock item.

Multiply the default cost price at posting by quantity on sales transaction to determine Value Out.

NOTE:

For the report to calculate Value Out correctly, you must have a cost price on your stock item. If you change the cost price after posting the transaction, this doesn’t affect the Value Out calculation.

The Stock Movements Detailed report

Date The date of the stock movement.
Type The stock movement transaction type appears here.
Reference The Sales or Purchase Invoice reference.
Details The stock transaction details.
Quantity In All stock movements ‘in’ for the specified reporting period. (Goods In, Adjustments In)
Quantity Out All stock movements ‘out’ for the specified reporting period. (Goods Out, Adjustments Out)
Value In Calculate the total net value: multiply invoice, credit note, or adjustment cost price by quantity.
Value Out The sum of the total net value out for this stock item.

Calculate Value Out: default cost price at posting time × quantity on sales transaction or adjustment out.

NOTE:

For the report to calculate Value Out correctly, you must have a cost price on your stock item. If you change the cost price after posting the transaction, this doesn’t affect the Value Out calculation.

 

 

Steps to duplicate
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