Inventory Reports
Overview
The inventory reports provide insights into various aspects of inventory management, including stock levels, outstanding orders, payments due, vendor balances, and average delivery times.
Who uses this page?
- Inventory managers
- Procurement teams
- Accountants
- Bookkeepers
- Finance staff
When to use this page?
- When monitoring stock levels and inventory movements
- When analyzing outstanding orders and payments due
- When evaluating vendor performance
Available Reports
The following reports are available:
1. Item Stock Level Report
Provides a snapshot of the quantity and location of all products in inventory.
2. Outstanding Orders Report
Displays pending orders yet to be or partially received.
3. Payments Due Report
Summarizes outstanding payments owed to vendors.
4. Vendor Balance Report
Provides a snapshot of the balances of all vendor accounts.
5. Average Days to Deliver Report
Displays the average overdue days for orders, useful for forecasting when an order will arrive or for blacklisting unreliable suppliers.
6. Vendor Transactions Report
Displays all transactions (orders, receipts, debit notes, or journals) with a particular vendor over a specified period.
7. Stock Ledger Report
Displays a detailed record of all inventory transactions, including stock movements and valuations.
Navigation path
To access the inventory reports, navigate to: Inventory > Reports
Field descriptions
The following fields are available on the inventory reports:
Outstanding Orders Report
| Field Name | Purpose | Expected Values | Defaults |
|---|---|---|---|
| Supplier | Supplier associated with the order | Supplier | Auto-filled |
| Order Number | Order number | Text | Auto-filled |
| Order Value | Total value of the order | Decimal | Auto-filled |
| Receipt Date | Expected receipt date | Date | Auto-filled |
| Percentage Received | Percentage of the order received | Decimal | Auto-filled |
Payments Due Report
| Field Name | Purpose | Expected Values | Defaults |
|---|---|---|---|
| Vendor | Vendor associated with the invoice | Supplier | Auto-filled |
| Invoice | Invoice number | Text | Auto-filled |
| Due Date | Payment due date | Date | Auto-filled |
| Invoiced Amount | Total invoiced amount | Decimal | Auto-filled |
| Payable | Amount payable | Decimal | Auto-filled |
| Age (days) | Age of the invoice | Decimal | Auto-filled |
Stock Levels Report
| Field Name | Purpose | Expected Values | Defaults |
|---|---|---|---|
| Item | Item being reported | Item | Auto-filled |
| Warehouse | Warehouse where the item is stored | Warehouse | Auto-filled |
| Quantity | Quantity of the item in stock | Decimal | Auto-filled |
| Stock Value | Total value of the item in stock | Decimal | Auto-filled |
Actions & buttons
The following actions are available on the inventory reports:
- Generate Report: Generates the selected report
- Export: Exports the report to a file
Examples / usage notes
- Use the Outstanding Orders Report to monitor pending orders and plan for inventory replenishment.
- Use the Payments Due Report to prioritize payments to vendors.
- Use the Stock Levels Report to monitor inventory levels and identify potential stockouts.