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The Stock Work In Progress Report provides visibility of stock items issued to jobs that are still active, recently completed, or pending invoicing.
This report helps users to:
Track stock issued to jobs, engineers, customers, and sites.
Monitor the cost, revenue, and profitability of stock used on jobs.
Review stock usage before invoicing.
Maintain traceability of issued items, including supplier and PO details.
Support financial reconciliation and job costing accuracy
Getting There
To access the Stock Work In Progress (WIP) Report in Service Geeni, follow these steps:
Open the Business Intelligence module.
Click on the Reports sub-module.
In the Reports window, navigate to the Stock category.
Click the Stock Work In Progress module to open the report.
Add the desired filters (explained below), then click the Apply button to generate the report.
Available Filters and Their Impact
Use the filters at the top of the report to refine which stock issue records are displayed.
Branch: Filters the report by branch or depot. The report uses the branch selected in the main Service Geeni interface. If All Branches is selected, you can choose one or more branches. This allows you to review stock usage at branch or group level.
Engineer: Filters the report by engineer. This shows stock issued by or assigned to the selected engineer and helps monitor usage patterns.
Customer Account: Filters the report by customer account. This allows you to review stock usage and costs for specific customers.
Site : Filters the report by customer site. This helps analyse stock usage across different locations for multi-site customers.
Product Group : Filters the report by stock category. This allows you to identify high-usage product groups.
SKU : Filters the report by specific stock items. This allows you to trace individual parts or investigate discrepancies.
Column Breakdown and Key Fields
Each row in the Stock Work In Progress report represents a stock issue transaction that contributes to WIP totals.
Below is a breakdown of the key fields:
Column Name | Description |
SKU | Stock item number. |
Description | Description of the stock item. |
Qty WIP | Total quantity contributing to WIP. |
Unit | Unit of measure. |
Supplier | Supplier linked to the stock item. |
Standard Cost Price | Default cost price of the item. |
Product Group | Product group classification. |
Customer | Customer account linked to the job. |
Site | Customer site associated with the job. |
Job No. | Job and task reference. |
Date | Date the stock was issued. |
Equipment ID | Equipment linked to the job. |
Make | Equipment make. |
Model | Equipment model. |
Quantity | Quantity issued. |
PO Number | Purchase order linked to the item. |
Serial Number | Stock item or receipt serial number. |
Receipt No. | Goods receipt reference. |
Cost Price | Actual cost price of the item. |
Selling Price | Selling price assigned to the issue. |
VAT | VAT applied to the stock issue. |
Cost WIP | Total cost value of issued stock. |
Revenue WIP | Total revenue value of issued stock. |
Total | Profit value (Revenue minus Cost). |
Insight: Analysing these columns helps identify cost overruns, validate invoicing amounts, and ensure accurate job costing before billing.
The Stock Work In Progress Report is a vital tool for maintaining accurate visibility of stock consumption across all active and recently completed jobs within Service Geeni.
Review this report regularly - such as weekly or at month-end - to ensure all stock issued to jobs is correctly costed, accurately recorded, and fully traceable. This supports both operational efficiency and financial accuracy across your organisation.