---
title: "Economy overview for a serial-number product (machine economy)"
description: "Get a combined overview of what has been posted on a single serial-number product – income, costs, stock value and result."
url: https://support.sapera.io/en/articles/768-economy-overview-for-a-serial-number-product-machine-economy
collection: "Serial number items"
updated: 2026-11-08
language: en
alternates: [da]
---

# Economy overview for a serial-number product (machine economy)

Get a combined overview of what has been posted on a single serial-number product – income, costs, stock value and result.

The economy overview gives a grouped overview of what has been posted on a single serial-number product (for example a machine): income, costs and stock value – and the overall result. It is useful when you want to see what a specific unit has cost and earned over time.

## How to find the economy overview

Open **Financial** from the hamburger menu in the top left corner. Select **Product** and then **Serial-number products**. Open a saved serial-number product, click **More** (the three dots) in the toolbar, and choose **Economy overview**.

The menu item is only active for a serial-number product that has already been saved, and it is available both in full-screen editing and in popup editing.

If you cannot see the menu item, you probably do not have permission for it – contact support. The overview only shows figures for the departments you are allowed to see financial entries for.

The economy overview is available from the November 2026 release. Entries posted before this release are not classified and are not included in the overview.

## Choose a period

At the top you choose **From** and **To**, and optionally **Organisational units**. Income and costs are calculated for the chosen period, while the stock value is the balances up to and including the To date.

## Income and costs

The left side shows **Income and costs** with the columns **Line**, **Postings** and **Amount**. Income is shown with a positive sign and costs with a negative sign:

-   **Income:** Sale of the unit, including part sales and rental.
    
-   **Overprices and discounts:** Overprice adjustments and discounts on the unit.
    
-   **Purchase:** What the unit was bought for.
    
-   **Preparation:** Preparation costs, including capitalised preparation.
    
-   **Warranty claims and warranty compensation:** Amounts relating to warranty.
    
-   **Accrued costs:** Costs that have been accrued.
    
-   **Total:** The sum of income and costs in the period.
    

## Stock value

The right side shows **Stock value** – the balances up to and including the To date (regardless of the From date):

-   **Purchase**, **Capitalised preparation**, **Part sale**, **Value adjustment**, **Purchase reduction from overprice**, **Converted value adjustment**, **Machine transfer and merge** and **Disposal on sale**.
    
-   **Stock value (accounting):** The unit's booked stock value.
    
-   **Stock value (inventory):** Shown only when the To date is today or in the future and all departments are selected.
    

If the booked stock value differs from the inventory stock value, the warning "The booked stock value differs from the inventory stock value." is shown.

## Result

At the bottom, **Result** is shown, which is the sum of Income and costs plus Stock value (accounting). This gives you the overall financial picture of the unit.

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**Want to know more?**

Read more in these related articles:

[

Serial-number items

A serial-number item is a unique instance of a base product with its own serial number, barcode and registration number. The screen gives an overview of all serial-number items, the ability to create, edit, copy and delete them, as well as access to tabs for costs, financial entries, rental contracts, history, payment plans and attachments.

](https://support.sapera.io/en/articles/129.md)[

Serial-numbered item not in stock: sale, return and buy-back

When you add a serial-numbered item (e.g. a machine, bike or scooter with a frame/serial number) to a sales order, an invoice or at the point of sale, and the item is not in stock at the department you are in, Sapera shows the "Serial-numbe

](https://support.sapera.io/en/articles/639.md)

## Related

- [Serial-number items](https://support.sapera.io/en/articles/129-serial-number-items.md)
