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Get the stock result figure to show in the profit and loss report

Add stock result values to profit and loss reports.

Jon Lee avatar
Written by Jon Lee
Updated over 3 months ago

To display your stock result figure within the profit and loss report, you'll need to configure it first in the Stock Result Designer and then apply it in the Profit and Loss Designer.


Stock Result Designer

Follow the steps below to complete the setup:

  1. Log onto EPOS Manager.

  2. Click Designers and select Stock Result Designer.

  3. If a prompt appears in your address bar, select Allow and repeat step 2.

  4. Click the ... button and select the stock result.

  5. Click on the cell where you want to add the stock result figure.

  6. On the right-hand side, use the Database Field dropdown to select a Value.

  7. Click Save.


Profit and Loss Designer

Once the stock result is configured, you can now include it in your profit and loss report:

  1. Click Designers and select Profit and Loss Designer.

  2. To create a new report, click New.

  3. To add to an existing report, click the ... button and select the report.

  4. Right-click on the cell to open the formulas.

  5. Select formulas 19 and 20, and any starting with csr, then add them to the cell.

  6. Use the field number created in the Stock Result Designer.

  7. Click Save.

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