Reports

Stock Levels Report

Purpose: View current stock quantities across all products and locations.

• Filter by location to focus on a specific warehouse or store.
• Search by product name or SKU.
• Shows on-hand, reserved and available quantity, average cost, and value by location.

Downloading Stock Levels

1. Open Inventory > Stock Levels and apply the product-name/SKU search and location filter.
2. Under Reports & Downloads, confirm the matching row count, location and business currency.
3. Choose PDF for a landscape report or Excel for an .xlsx workbook with Summary and Stock Levels sheets.

Downloads include every matching row across all pages, not just the current page. Both formats contain Product, SKU, Location, On Hand, Reserved, Available, Avg Cost and Value, using the same precision as the screen. The summary identifies the business, currency, filters, generation time and generating user. Excel keeps quantities and costs numeric and preserves leading-zero SKUs.

Zero-on-hand rows are excluded and negative stock remains visible. These are current balances at download time, not historical stock snapshots. A stock level may change between viewing the page and downloading it. PDF is limited to 1,000 rows; Excel is limited to 100,000 rows. Narrow the filters when a limit is reached. No-match downloads are unavailable.

Downloading requires both inventory.stock.view and inventory.stock.export. Inventory Managers and Stock Clerks receive export access through the built-in role templates; verified owners retain owner authority. Custom roles need explicit export access. Downloads are audited and never adjust inventory or create accounting entries. For a blind physical count, use the Stock Take count sheet instead: these reports reveal quantities and costs.

Stock Movements Report

Purpose: Review the historical movement ledger for audit and analysis.

• Filter by movement type, location, date range, and product.
• Shows each movement with quantity, cost, balance after, and user.
• Use for investigating discrepancies or auditing stock changes.

Valuation Report

Purpose: Calculate the total value of your inventory.

• Shows inventory value by product using current average cost.
• Filter by location for location-specific valuation.
• The live report displays quantity, average cost, total value, and percentage of total inventory value.

Expiry Report

Purpose: Identify batches approaching or past their expiry date.

• Shows batches expiring within a configurable number of days (default: 90).
• Filter by location and alert window.
• Helps plan markdowns, returns, or write-offs for expiring stock.

Low Stock Report

Purpose: Identify products that need reordering.

• Shows products with quantity on hand at or below the reorder point.
• Displays the product's configured reorder quantity for easy ordering.
• Filter by location.