How to Produce a Backdated Vehicle Stock List

This guide explains how to generate a backdated stock list for vehicles, enabling users to review stock balances as of a specific historical date (e.g., 31/12/2017).

Steps to Produce a Backdated Vehicle Stock List

1. Navigate to the Nominal Ledger

1. Go to Accounts > Nominal Ledger.
2. Select the Reports section.
3. Click on Scheduled Nominal.

2. Enter the Nominal Code

1. In the Nominal Codefield, enter the appropriate stock nominal code:
   • For multiple branches and vehicle types (New and Used): Use a wildcard format, such as *.3*.60.80.
   • For a specific branch: Use the branch-specific code, such as 1.3*.60.80.
2. It is recommended to run the report branch by branch to avoid delays, especially if there is a large amount of data.

3. Specify the Date

1. Enter the historical date for which you want to generate the stock list (e.g., 31/12/2017).
2. Click Report to run the query.

4. View and Analyse the Report

• The system will produce a list of all vehicle stock as of the specified date.
• You can review this list directly or export it for further analysis.

Example

If you want to generate a stock list for branch 1 for all vehicles as of 31/12/2017:

• Enter the nominal code: 1.3*.60.80.
• Enter the date: 31/12/2017.
• Click Report to generate the list.

Key Notes

• Branch-Level Reporting: Running the report branch by branch reduces system load and ensures faster processing.
• Accurate Historical Data: This method provides an accurate snapshot of stock as of the specified date.
• Export Options: Once the report is generated, it can be printed or exported for further review and documentation.