Inventory Reports Guide
Stock valuation, low stock alerts, movement history, and analytics.
Watch: Inventory Reports Guide (7 min)
Available Reports
Access reports from Inventory > Reports.
Stock Valuation
Total inventory value by product, category, or warehouse.
Low Stock
Products below reorder point needing replenishment.
Movement History
All stock transactions with filtering options.
Expiry Report
Batches expiring soon or already expired.
Inventory Aging
Stock age analysis for slow-moving items.
Purchase History
Historical purchase data by supplier, product, or date.
Stock Valuation Report
Shows the total value of your inventory.
Running the Report
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Select Stock ValuationClick on "Stock Valuation" from the reports menu.
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Set Parameters
- Valuation Date: Point-in-time or current
- Warehouse: All or specific location
- Category: Filter by product category
- Costing Method: Average, FIFO, or last purchase
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Generate ReportClick "Run" to generate the report.
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Review ResultsReport shows:
- Product name and SKU
- Current quantity
- Unit cost
- Total value (Qty × Cost)
Export Options
Export to Excel or PDF for further analysis or record-keeping.
Low Stock Report
Identifies products that need reordering.
Report Criteria
| Filter | Description |
|---|---|
| Below Reorder Point | Stock ≤ configured reorder point |
| Zero Stock | Products with no available stock |
| Critical | Stock covers less than X days of usage |
Taking Action
From the low stock report, you can:
- Create purchase orders directly
- Export list for supplier ordering
- Adjust reorder points if needed
Movement History Report
Complete audit trail of all inventory transactions.
Filter Options
| Filter | Use Case |
|---|---|
| Date Range | Transactions within specific period |
| Product | All movements for one product |
| Movement Type | Only receipts, issues, transfers, etc. |
| Warehouse | Movements at specific location |
| User | Transactions by specific user |
Report Details
Each movement shows:
- Date and time
- Movement type (receipt, issue, transfer, adjustment)
- Product and quantity
- Reference document (PO, invoice, etc.)
- User who processed it
- Running balance
Expiry Report
Track product expiration for food safety and waste prevention.
Report Views
| View | Shows |
|---|---|
| Expiring Soon | Batches expiring within X days |
| Expired | Already expired batches with remaining stock |
| By Product | Expiry timeline grouped by product |
Review the expiry report daily for perishable goods. Take action on expiring items before they expire.
Inventory Aging Report
Identifies slow-moving or stagnant inventory.
Aging Buckets
| Age | Status | Action |
|---|---|---|
| 0-30 days | Fresh | Normal |
| 31-60 days | Recent | Monitor |
| 61-90 days | Aging | Review demand |
| 90+ days | Stagnant | Consider clearance/write-off |
Use Cases
- Identify dead stock for clearance
- Review purchasing decisions
- Optimize inventory levels
- Calculate holding costs
Purchase History Report
Analyze your purchasing patterns and supplier performance.
Report Options
- By Supplier: Total purchases per vendor
- By Product: Purchase history for specific items
- By Period: Monthly/quarterly purchase trends
- Price Analysis: Track price changes over time
Exporting Reports
All reports can be exported for external use:
| Format | Best For |
|---|---|
| Excel (.xlsx) | Further analysis, pivot tables, calculations |
| Printing, archiving, sharing | |
| CSV | Import into other systems |
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Generate the ReportRun the report with your desired parameters.
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Click ExportFind the export button (usually top-right).
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Select FormatChoose Excel, PDF, or CSV.
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DownloadFile downloads to your computer.
Scheduled Reports
Some reports can be scheduled to run automatically:
- Daily low stock alerts
- Weekly expiry reports
- Monthly valuation summaries
Contact your administrator to set up scheduled reports.
Tips for Using Reports
- Review low stock and expiry reports daily
- Run valuation reports at month-end for accounting
- Use movement history to investigate discrepancies
- Track KPIs: turnover ratio, days of stock, waste percentage
- Compare periods to identify trends
- Archive reports for historical reference