How to Check Historical Parts Stock Value

This guide explains how to retrieve and analyse historical parts stock values using the Nominal Ledger module in Navigator.

Step 1: Access the Accounts Module

1. Ensure you have the required access permissions.
2. Navigate to the Accounts module on the main menu.

Step 2: Open the Nominal Ledger

1. From the dropdown menu, select Nominal Ledger.

Step 3: Generate the Reconciliation Report

1. Click the Reports tab within the Nominal Ledger.

2. Select the Reconcile option.

3. Choose the desired reporting date:

   • Enter the date manually in the DD/MM/YY format.
   • Alternatively, use the Calendar button to select the date.

4. Once the date is selected, click Report to generate the reconciliation report.

Step 4: View Parts Stock

1. Locate the Parts Stock line in the report.
2. Double-click the line to access detailed stock information.
3. To export the data, right-click on the screen and select Export to Spreadsheet.

Step 5: Analyse the Data

1. Open the exported spreadsheet in Excel or another spreadsheet application.
2. Use the filtering tools to sort and analyse the data:
   • Filter by franchise to view stock values for specific franchises as of the selected date.