Parts Stock List Report

This guide explains how to generate and use the Parts Stock List report in the Navigator system. The report provides a full list of parts currently held in stock and supports inventory management, sales forecasting, and purchasing decisions.

Step-by-Step Process

1. Accessing the Report:

• Open the Parts Manager’s Toolkit.

• Select Stock List from the available options.

2. Applying Filters (Optional):

• You can filter the report by:

  • Last Sale Date

  • Last Purchase Date

• Leaving these filters blank will report on all stocked items.

3. Generating the Report:

• Click Report to generate the stock list.

4. Reviewing and Manipulating Data:

• Use available features to:

  • Review parts in stock

  • Filter by specific criteria

  • Group data for easier analysis

5. Exporting and Printing:

• Right-click anywhere in the report to open export options.

• Export to CSV or Excel, or choose to print directly.

Important Tips:

• Regularly reviewing the stock list helps prevent overstocking or stock shortages.

• Filters allow focused reporting for items with recent activity.

• Exported data can be used to support reordering or stock audits.