It is important to know what products you have in stock. Not just so you know what to order, but also because you (and your accountant) need to know the total value of your stock (e.g. to close the book year), and the value in case of accidents. A stock count is typically performed at the end of a book year. This article explains how you can do your stock count in Animana, including for a date in the past (such as 31 December 31st).
Before you start
- In order to work with stock, all changes to stock must be registered in Animana (i.e. each user must register every sale, return, usage, wastage and expired product in Animana). Moreover, all the product settings should be correct and all subproducts need to be correctly linked to main products.
- You need to have permission to be able to access and edit the stock list. User permissions can be adjusted by your practice administrator in Settings > General Settings > Role Management.
Step-by-step instructions
- Go to Extra > Stock > Stock List.
- Check that the location pre-selected in the location drop-down menu is the one you want to do the stock count for.
- Check the products listed and their current stock (“in stock” column). You can filter the list at the top by selecting a product group, location, supplier, or status and you can search for a specific product.
- If needed, you can edit the stock by clicking the “in stock” quantity. Please refer to the related articles for more information.
- Above the list of products, click Export.
- Select the report “Stock count” from the list of default reports. Or Stock count & batches if you want to see the batch information as well.
- Select the date you want to export the stock count for. The default is today’s date. Select a date in the past to export the stock on that day, for example December 31st.
- If you selected a date in the past and also want to include the current product prices in the export, select the option “include current product price”.
- Click Export Excel or Export PDF.
You can find your exported file in your Downloads folder on your computer. The first row of the file shows the date you exported the stock count for.
If you select a date in the past for step 7, some fields may be empty, for example the status, because they do not apply to that date.
More about this
Can I view stock mutations in this screen?
Yes, by clicking 
next to a product in the Stock List, you will open the stock list history page in a new browser tab. This page will show when there was a change in the stock quantity of this product, which batch it refers to, who made change, what the reason was for the change, and whether the product was incoming or outgoing.
The rolling total at the bottom right should match the number in the “in stock” field in your Stock Count table.
Which prices do I see in an export for a past date?
Price fields such as cost price, list price, and package factor show the last price recorded up to and including the date you selected. If no price was recorded by that date, the field stays empty.
Can I also include the current product prices?
Yes. When exporting, select the option to include current product prices. The current prices are then added as extra columns. These column names start with “Current”, for example “Current list price order unit” and “Current cost price order unit”. This lets you compare the prices on the selected date with today’s prices.