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Inventory reports

Six reports on stock: what moved, what is on the shelves, and what it is worth.

Where

Inventory › Insights › Reports

Who

Anyone allowed to see this screen.

Press a tab to open its report. The line under the title says what the report shows.

The Stock Summary report
ReportWhat it shows
Stock SummaryWhat each item opened with, what came in, what went out, and what it closed with.
Inventory AnalyticsThe profit rate each item really earns against the rate planned for it. Difference greater than % keeps only the items that are far from their plan.
Inventory ValuationWhat the stock on the shelves is worth at what it cost, with what was sold, what was bought and the expected profit.
Warranty PeriodWhat went out, to which customer, and when its guarantee ends.
Stock MovementEvery kind of movement for each item in the period, each in its own column. The line under the table says what each short code means.
Stock BalanceWhat is in every warehouse now: the quantity left, its unit cost and its total cost.
The Inventory Valuation report
The Stock Movement report
The Stock Balance report

Narrow a report with the warehouse choice, the search box and, where it is offered, the group choice. Export saves the report as a file. Print — opens the PDF opens it ready to print.

Stock is valued by the method each company chose when it set up its books; the report says which one it used. Money in different currencies is never simply added together.