Inventory Reports
Managing stock effectively requires constant visibility into valuation and movement. The Inventory Reports suite provides the necessary data to optimize reordering, reduce holding costs, and prevent stockouts.
1. Valuation Report
The Valuation Report calculates the total financial worth of your current stock on hand using standard accounting methods (e.g., Weighted Average Cost). This is essential for accurately stating your Assets on the Balance Sheet.
2. Movement Report
The Movement Report provides a chronological ledger of all stock ins and outs over a specific date range, tracking purchases, sales, adjustments, returns, and location transfers.
3. Low Stock Report
This report proactively identifies products that have fallen below their configured alert thresholds, helping you plan purchases before you run out of fast-moving items.
4. Stock Batch Report
For businesses managing perishable goods or strict FIFO rotation, the Batch Report provides a detailed view of all active stock batches, their specific costs, and remaining quantities.
Real-World Use Cases
- Insurance Claims: Generating a full Valuation Report to prove the total value of stock lost during a warehouse fire or flood.
- Shrinkage Investigation: An operations manager using the Movement Report to trace exactly when a specific high-value item went missing from the system.
- Automated Reordering: A purchasing agent reviewing the Low Stock report every Monday morning to generate purchase orders for the week's required inventory.
Keep your stock optimized and your capital working efficiently with precise Inventory Reports.