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Inventory reports ​

Inventory reports tell you what's on your shelves, how it got there, and what it's worth. Find them in the Inventory panel of the reports hub.

🟢 For everyone
Warehouse and stock staff live in these reports. The `warehouse_manager` role is scoped to exactly this area and its assigned warehouse.
The reports hub with inventory reports
Screenshot pendingRoute /reports with an inventory report selected
Stock reports sit in the Inventory panel of the hub.

The three core reports ​

ReportAnswersKey filters
Stock LevelHow much of each item is on hand right now, with low-stock flagsLocation, category, low-stock only
Stock MovementEvery in and out over a period — sales, purchases, transfers, adjustmentsDate range, location, movement type
Inventory ValuationWhat your stock is worth at average cost, broken down by categoryLocation

Stock Level ​

The starting point: current quantities per item, per location, with a low-stock only toggle so you can jump straight to what needs reordering.

Stock Movement ​

Follow the trail. Pick a date range and (optionally) a movement type to see exactly how a product's quantity changed — what came in from purchases, what went out in sales, and every transfer or adjustment in between.

Inventory Valuation ​

The money view. It totals your on-hand stock at average cost and groups it by category, so you can see where your capital is tied up.

Deep dives in the Inventory section ​

Each of these reports has its own full walkthrough, and there are more advanced stock tools beyond them:

Which warehouse am I seeing?

Stock lives in warehouses, so inventory reports are scoped to the warehouses linked to your assigned branches. If figures look partial, you're likely scoped to specific warehouses — an admin with no branch assignment sees them all. See Warehouses.

Next steps ​

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