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Inventory reports

Inventory reports are used to control stock levels, movements, and sales of inventory items.

Available views

  • Inventory stocks
  • Stock movements
  • Inventory sales by date

How to choose the right view

  • Inventory stocks is for current stock levels. It usually shows the product, inventory location, quantity, unit cost, total cost, minimum quantity, and reorder quantity. This is the right view when you want to see where stock is currently low.
  • Stock movements is for change history. It shows when a movement happened, in which inventory location, in what quantity, at what cost, and with what reference or reason. This is the right view when you want to understand why stock changed.
  • Inventory sales by date is a summarized report by period. It shows count, amount, cost, and profit by date and lets you drill down to the sales list behind the selected day. This view is for sales analysis, not for a full history of inventory movements.

How to read stock movements

In Stock movements, each row has a reference that shows what type of operation caused the change. Depending on the case, you may see:

  • Order - movement coming from an inventory order;
  • Stocktake - correction after counting and completing a stocktake;
  • Sale - quantity deducted because an inventory item was sold;
  • Consumable - quantity deducted automatically because the product was used as a service consumable.

If you only need the current quantity, use Inventory stocks. If you need to trace where the difference came from, use Stock movements.

What is useful to keep in mind

  • The first two views are closer to operational control.
  • Inventory sales by date is more analytical and supports table and chart views.
  • If your goal is to configure products, locations, or deliveries, use Inventory, not the reports.

Availability

  • These reports require the inventory feature to be active.
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