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How do I find the balance of a product on a specific date?

This article shows you how to generate a report to show the balance of a product on a specific date

  1. Navigate to Reports on left hand sidebar
  2. Select Transactions


  3. Use the free Search or the Product Search 
  4. Adjust the Date Range

  5. Click Search
  6. The last balance for the product will be shown in the Quantity Remaining column

    If the product doesn't appear on the specific date, increase the date range to locate the last time a transaction occurred.



  7. The report can be exported by selecting Export in the bottom right of the page either by PDF or Excel

If you are sharing this report with your wholesaler, we recommend de-identifying the data or removing any columns containing sensitive information before sending.

Columns can be hidden by selecting the settings cog icon within the table