Articles on: CAS

Storage > Storage Summary

Storage › Storage Summary


Storage Summary gives you an aggregated view of all current storage items across all locations. It is designed for quick oversight of stock levels without the detail of individual transaction records.


How to Access


  1. Click Storage in the left sidebar to expand the sub-menu.
  2. Select Storage Summary.



Using the Summary View


  • The Summary view is divided in to two areas. One is the search area and the other is the result area.



  • The search area is expanded by default. Select the search criteria and select search to show the report. The search area will collapse and show the selected criteria on the bar.


  • You can expand the search bar using the arrow or you can use the Clear All action button and it will clear the search criteria and expand the search.


The report



  1. Location - Can be either selected or to all the locations the user has access to
  2. Containers - The container category of the transaction conducted
  3. Container Sub tyoes - The sub type of the transaction conducted. The summary groups as per the Location and sub type
  4. Initial Value - An admin can configure a starting point for a storage. By defualt is 0. If there is an Initial value then it will be taken into consideration when calculating the opening and closing balance.
  5. Opening balance - The opening balance is based on the date range has been selected. All the transactions are calculated upto the start date and is shown accordingly.
  6. IN - Shows the number of IN transactions conducted from the start date till the end. If an end date is not selected it will be defaulted to the currect date and time
  7. Out - Shows the number of Out Transaction conducted from the start date till the end. If an end date is not selected it will be defaulted to the currect date and time
  8. Closing balance is calculated by the Opening balance + IN Quantity - Out Quantity = Closing Balance


Exporting the Summary


  • Apply your desired filters to narrow the data.
  • Click the Export button. You will need to expand the search area to be able to see it


  • The export job is queued and will appear in the Download List.



  • Navigate to Download List to retrieve the file once processing is complete and you can download the files in CSV format.


Note: We have chosen CSV to accomodate large datasets with its lightweight, plain-text structure which allows it to scale infinitely and process rapidly without the row limits or memory overhead.


Updated on: 26/06/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!