Logicim's ready-to-use Sage 50 CA Inventory Summary.

Introduction

The Inventory Summary report provides a consolidated overview of inventory status, including total quantities, values, and key stock indicators.

Prerequisites

View Requirements here

XLGL Requirements dropdown on the Logicim product page

What the Report does

Aggregates inventory data across available items, categories, or locations.,Presents overall stock levels and valuation without transaction-level detail.,Includes Report and Chart views for analysis.

How to use the Report

Step 1: Enter the start and end dates in cells C8 and C9.

Step 2: On the XLGL ribbon, click Refresh.

Step 3: Review the results in the Report and Chart views.

Customization options

Add Autofilter to the Pivot Table header to select a specific item number.

Common use cases

  1. Review total inventory quantity and value at a glance.
  2. Monitor overall stock availability and distribution.
  3. Identify potential shortages or excess stock for management decisions.

Troubleshooting

Issue: No data appears after refresh.
Solution: Verify the entries in C8 and C9 and confirm that inventory records exist for the selected date range.

FAQs

Q: Can I add another field?
A: Yes. Add the desired field to the Pivot Table; its layout and logic remain available for analysis.

Best practices

  1. Save a backup copy before making significant changes.
  2. Review the summary regularly to identify inventory trends.
  3. Use consistent date ranges when comparing stock periods.

References

Request a Custom Report: https://www.logicimtech.com/en/Services/CustomReport

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Edited: Monday, August 31, 2026

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