Inventory Reports

Track stock levels, movements, and inventory performance across your business.

Overview

Inventory Reports help you monitor and analyze your stock.

They provide visibility into:

• Available stock
• Stock movement
• Warehouse-wise inventory
• Item performance

Why Use Inventory Reports?

Inventory reports help you:

• Avoid stockouts and overstocking
• Track stock accuracy
• Improve purchasing decisions
• Monitor warehouse operations

Types of Inventory Reports

Stock Balance

Shows current stock levels for each item.

Includes:

• Item
• Warehouse
• Quantity available

Stock Ledger

Shows detailed movement of stock.

Includes:

• Date
• Item
• Quantity change
• Transaction type (Purchase, Sale, Transfer)

Item-wise Stock Report

Shows stock summary per item.

Useful for:

• Product performance
• Stock availability

Warehouse-wise Stock

Shows stock across different warehouses.

Useful for:

• Multi-location businesses
• Inventory distribution

Batch-wise Stock (Optional)

Tracks stock by batch.

Useful for:

• Food products
• Expiry-based items

How to View Reports

1. Go to Inventory → Reports
2. Select required report:

• Stock Balance
• Stock Ledger
• Item-wise Stock

3. Apply filters:

• Date range
• Warehouse
• Item

Key Metrics

Inventory reports provide:

• Available quantity
• Incoming stock
• Outgoing stock
• Closing balance

Real-Time Updates

Inventory reports update automatically when:

• Stock is received (Purchase Receipt)
• Stock is sold (Delivery / Invoice)
• Stock is transferred (Stock Entry)

Use Cases

• Check stock before creating order
• Identify fast-moving items
• Plan restocking
• Audit inventory

Best Practices

• Review reports regularly
• Use filters for better analysis
• Monitor low-stock items
• Verify stock during audits

Common Issues

• Incorrect stock → Check stock entries
• Missing data → Verify transactions
• Wrong warehouse → Check filters

Example

Item: Cheese Makhana

Warehouse: Main Warehouse

| Metric | Value |

|-------|------|

| Opening Stock | 100 |

| Incoming | 50 |

| Outgoing | 30 |

| Closing Stock | 120 |

Why It Matters

Inventory reports help you:

• Maintain accurate stock
• Reduce losses
• Improve decision-making