Inventory Reports

💡These articles explain the inventory report views, from the Default View and stock movements to ageing, replenishment and serial numbers, and the settings they share.

Articles#

• Default View: Describes the Default View inventory report, a snapshot of stock on hand with opening, movement and closing columns, batch updates and rebuild actions.
• Transactions: Describes the Transactions inventory report, which lists every transaction that changed stock quantities, with its date, Customer and Category filters.
• Batch Items: Describes the Batch Items inventory report, which lists the receipts and issues of batch-tracked stock, with its filters and fields.
• Serial Numbers: Describes the Serial Numbers inventory report, which shows when a serial number was received, issued and returned, with its Item and Transaction filters.
• Accounting: Describes the Accounting inventory report, a ledger extract limited to inventory accounts, with its date and account filters and its fields.
• Replenishment: Describes the Replenishment inventory report, which uses lead days, minimum and reorder quantities to create Purchase Orders or Work Orders for stock.
• Over/Under: Describes the Over/Under inventory report, which flags stock more than 25% over or under the suggested holding, with its batch updates and fields.
• Ageing: Describes the Ageing inventory report, which shows how long stock has been held, with its Category filter, age columns and chart.
• Setup: Describes the Setup inventory report, a read-only summary of each transaction's ledger accounts, inventory and accounting statuses, currency and VAT Type.
• Inventory Reports Settings: Describes the user, general and Transaction settings the inventory report views need and the Menu button they share.