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Report

1. View Inventory Reports​

Scenario: User views Inventory Reports​

  • Given the User is on the Report Page
  • Then User can see summary data with Total Discount, Total Purchase Return, Total Sale Return, Total Sales, and Total Sales Price
  • And User can see a table of inventory items with details

Example: A store manager named John opens the Report Page and immediately sees that the store has 3 Total Sales with a value of 4,010, no returns, and no discounts. She can also view the complete inventory list showing items like "Armageddon" and "Aarong" with their respective quantities and pricing details.

2. Filter Inventory Reports​

Scenario: User filters Inventory Reports using dropdowns​

  • Given the User is on the Report Page
  • When User selects filter options from the dropdown fields:
    • Type (Customer/Supplier)
    • Category (Item Category Name)
    • Transaction Type (Purchase, Sale, Sale Return, Purchase Return, Transfer, Adjustment)
    • Branch
  • Then Inventory data is filtered according to the selected criteria
  • And Results show only matching inventory items

Example: Store manager Ahmed wants to see only DAIRY category items from the Oxygen branch. He selects "DAIRY" from the Category dropdown and "Oxygen" from the Branch dropdown. The system filters the results to show only the "Aarong" item with quantity 2 and buying price 4000 BDT

3. Select Reporting Period​

Scenario: User selects predefined period​

  • Given the User is on the Report Page
  • When User clicks on "Select Period" dropdown
  • Then User can choose from options like "Current Month", "Current Week", "Previous Week", "Today", or "Custom Date"
  • And Report data is updated to reflect the selected time period

Example: At the end of the week, accountant John needs to review the week's inventory activity. She clicks on the "Select Period" dropdown and chooses "Current Week". The system immediately updates the report to show only transactions that occurred during the current week, allowing her to quickly assess the week's performance.

Scenario: User selects custom date range​

  • Given the User is on the Report Page
  • When User clicks on "Select Period" dropdown
  • And Selects "Custom Date" option
  • Then User can specify a custom date range with "From" and "To" dates
  • And Report data is updated to reflect the custom time period

Example: Regional manager Raj needs to prepare a quarterly report. He clicks on "Select Period", selects "Custom Date", and enters January 1, 2025 as the "From" date and March 19, 2025 as the "To" date. The system shows all inventory transactions for Q1 2025, allowing him to compile his quarterly report.

4. Manage Report Data​

Scenario: User prints inventory report​

  • Given the User is on the Report Page
  • When User clicks the printer icon button
  • Then System generates a printable version of the current report

Example: Finance director John needs to present the inventory status at a board meeting. After applying the necessary filters for relevant data, she clicks the printer icon. The system generates a clean, printable version of the report that she can distribute to board members during the meeting.

Scenario: User views inventory details​

  • Given the User is on the Report Page
  • Then User can see detailed inventory information including:
    • Item name
    • Category
    • Quantity
    • Buying Price
    • Selling Price
    • Stock Valuation
    • Average Profit
    • Total Profit

Example: Inventory analyst John is reviewing product performance. He examines the "2B Pencil Made By Japan Based Bangladeshi Company" entry in the report and notices it has a quantity of 5, a buying price of 160, no selling price yet, and an average profit of -32.00. This helps him identify items that may need pricing adjustments or should be considered for clearance sales.

Scenario: User navigates through multiple result pages​

  • Given the User is on the Report Page with multiple pages of results
  • When User clicks on page number buttons
  • Then User can navigate between different pages of inventory data
  • And System shows current page position and total results count

Example: Inventory clerk John is looking through all products in the system. With over 200 products, the results span multiple pages. She sees "Showing 6 of 6 results" on the first page and uses the page number buttons to navigate to page 2 to continue reviewing the inventory list.