Inventory Reports¶

Inventory reports help users track stock quantity and valuation.

Before you start¶

Confirm the stock movement or adjustment is posted.
Confirm the item and location filters are correct.
Confirm the user has access to inventory reporting.
Confirm the valuation rules are set up.

Visual guide¶

Inventory report screen

Stock reports are filter first

Start with the item, location, or date filter. Then review quantity, movement, and valuation in the table below.

What to notice in inventory reports

Filters are the starting point for stock review. On-hand and available quantities are usually read together. Movement and valuation reports answer different questions.

Common examples¶

inventory valuation
adjustment reports
expiry reports
batch and serial reports
stock summary
stock availability
stock ledger
reorder report

What these reports answer¶

How much stock do we have?
Where is the stock moving?
What stock value sits in the books?
Which items are ageing?
Which items need reorder?

Real report names in the app¶

Report	Purpose
`stock-report`	Stock ledger summary
`stock-detail`	Stock ledger detail
`inventory-ledger`	Inventory ledger
`inventory-valuation-summary`	Valuation summary
`inventory-valuation-detail`	Valuation detail
`inventory-valuation-report`	Valuation report
`valuation`	Inventory valuation view
`valuation-detail`	Inventory valuation detail view
`movement`	Stock movement view
`movement-detail`	Stock movement detail
`inventory-movement-summary`	Movement summary
`inventory-movement-detail`	Movement detail
`stock-availability`	Stock availability
`stock-summary`	Stock summary
`inventory-aging`	Inventory ageing
`adjustment`	Inventory adjustment report
`reorder-report`	Reorder report

Notes¶

Some routes show a summary view. Some routes show a detail view. That gives the user both fast review and drilldown options.