Inventory Reports

Overview

Pre-built reports for stock-on-hand, stock movement, low-stock, expiring stock, slow movers, fast movers, and stock valuation. All exportable to Excel + PDF.

Step-by-Step Guide

1

Stock on Hand

Reports → Inventory → Stock on Hand. Snapshot of current quantities per product per store. Filter by category, brand, supplier.

2

Stock Movement

Reports → Inventory → Movement. Every In/Out transaction over a date range — sale, purchase, transfer, adjustment, return.

3

Slow / Fast Movers

Top + bottom 20 products by sale velocity over the period. Slow movers are clearance candidates; fast movers are reorder priority.

4

Expiring Stock

Batch-tracked products with expiry < 30/60/90 days (configurable). Critical for pharmacy + food.

5

Stock Valuation

Current inventory value at WAC (weighted average cost) or FIFO. Required for balance-sheet inventory line.

Tips & Best Practices

Tip: Bookmark the reports you check daily — Stock on Hand + Low Stock + Expiring is a typical morning routine.
Tip: Schedule a daily Stock-on-Hand email (Settings → Notifications) so you spot mysterious drops without logging in.