4 Download Stock Ledger

In the Stock Ledger Download page you can download stock ledger records from Merchandising to a spreadsheet.

Figure 4-1 Stock Ledger Download Page

Stock Ledger Download window

Download the Stock Ledger Records

To download stock ledger records, follow the steps below.

  1. From the Task menu, select Finance > Stock Ledger Download. The Stock Ledger Download page appears.

  2. In the Criteria section, filter the data by the following criteria.

    Note:

    You must enter the values in the View, Currency and End of Period field to carry out the search. Additionally you must enter either the department or the location to search for stock ledger records.

    Table 4-1 Stock Ledger Download - Filter Criteria

    Fields Description

    Department

    Enter, select or search for the department.

    You must enter either the department or the location for the download.

    Class

    Enter, select or search for the class.

    Subclass

    Enter, select or search for the subclass.

    Currency

    Select if you want to download the data in the local or the retailer's primary currency.

    This field is a required field.

    Location

    Select the location type. Then enter, select or search for the location.

    You must enter either the location or the department for the download.

    View

    Select if you want to view the data by days, months, or weeks.

    This field is a required field.

    End of Period

    Enter, select or search for the end of period date.

    This field is a required field.


  3. In the Download Details section, select the template from the list. The Template field is a required field. The following templates are available.

    • Cost Template

      This option will generate a file that contains only cost columns of the selected View.

    • Retail Template

      This option will generate a file that contains only retail columns of the selected View.

    • Cost-Retail Template

      This option will generate a file that contains both cost and retail columns of the selected View.

  4. Click Download to download the spreadsheet with the selected stock ledger records on your desktop.