Inventory reports value your stock, plan what to buy, and trace how every item has moved. They answer the two questions stock always raises: what is it worth on the balance sheet, and is there enough of it to trade with next week.
Where to find them
Go to Reports > Inventory. Set the filters on the right, then click Print.
Valuation and planning
| Report | What it shows |
|---|
| Inventory Valuation Report | The value of stock held at each of your locations — the figure that supports the stock line on the balance sheet. |
| Inventory Planning Report | What to buy, based on demand against what is in hand. |
| Stock Check Sheets | A printable sheet for counting physical stock against recorded balances. |
Print the stock check sheet without balances if you can. Counters who can see the expected figure tend to confirm it rather than count, which turns a stocktake into an exercise in agreeing with the system.
Movement and cost
| Report | What it shows |
|---|
| Inventory Movement Report | How each item has moved in and out. |
| Costed Inventory Movement Report | The same movement with cost and value attached, so you can see the money as well as the quantity. |
Sales side
| Report | What it shows |
|---|
| Inventory Sales Report | Inventory that has been sold. |
| Item Sales Summary Report | Sales summarised by item. |
Purchase side
| Report | What it shows |
|---|
| Inventory Purchasing Report | Inventory that has been bought. |
| Inventory Purchasing - Transaction Based | The same, listed transaction by transaction rather than summarised. |
| GRN Valuation Report | The value of goods received. |
Choosing between them
| Question | Report |
|---|
| What is my stock worth? | Inventory Valuation Report |
| What should I order? | Inventory Planning Report |
| Where did this item go? | Inventory Movement Report |
| What did that movement cost? | Costed Inventory Movement Report |
| Which items sell? | Item Sales Summary Report |
Related pages