Inventory by Product Group & Summary

This article covers two tools for tracking stock value: the Summary By Product Group report and the By Product Group report.


Summary By Product Group Report

  • What It Does: Stores a monthly snapshot of stock value by product group.
  • Where to Find It: Reports > Inventory > Summary By Product Group

    https://my.planufac.com/reports/summarybygroup

  • Why Use It: Tracks monthly historical stock value.
  • How It Works: Pulls end-of-month value data that has been captured from By Product Group report.

By Product Group Report

  • What It Does: Organises real-time stock value by group, calculates total value using average cost (AC).
  • Where to Find It: Reports > Inventory > By Product Group

    https://my.planufac.com/reports/inventorybygroup

  • Why Use It: Provides real-time stock value details.

How They Work Together

  • By Product Group: Real-time stock value by group.
  • Summary By Product Group: Monthly historical value snapshots.

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