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Inventory Report

Inventory Report provides insights into stock levels, valuation, and movement patterns.

Key metrics

MetricDescription
Total valueCurrent inventory worth
Total itemsSKUs in inventory
Low stock countItems below minimum
Out of stockItems with zero quantity

Report sections

Stock overview

WidgetShows
Valuation trendInventory value over time
Stock healthDistribution by status
Category breakdownValue by product category

Stock levels

ColumnShows
ProductItem name and SKU
On-handCurrent quantity
AvailableQuantity for sale
ReservedAllocated to orders
ValueAt cost price
StatusIn stock, Low, Out

Turnover analysis

MetricDescription
Turnover rateHow fast stock sells
Days on handAverage days in inventory
Slow moversItems with low velocity

Movement history

ColumnShows
DateTransaction date
TypeSale, Receive, Transfer, Adjust
ProductItem affected
QuantityChange amount
From/ToLocation details

Filters

FilterOptions
Date rangeMovement period
LocationSpecific store
CategoryProduct category
StatusIn stock, Low, Out

How to use

  1. Review metrics cards for quick health check
  2. Check low/out of stock for replenishment needs
  3. Analyze turnover to optimize purchasing
  4. Review slow movers for clearance decisions
  5. Export data for accounting

Tips

  • Set alerts for low stock threshold
  • Review slow movers monthly for markdowns
  • Compare turnover by category
  • Use movement history for audit trails

Troubleshooting

IssueSolution
Values seem offVerify cost prices are set correctly
Missing productsCheck location filter
Movement history incompleteExpand date range

What's next