Reports · 4 steps

Check stock value and low stock

See what's on hand and what it's worth, spot items to reorder and trace every movement of an item.

1Open the Stock Report

Open Stock Report from the Inventory group. It shows the current On Hand quantity and Value @ Cost for each item, with the number of Items and the total Stock Value at the top. It always shows today's position, so there's no period to choose.

2Find items to reorder

Open Low Stock Alert to list items whose stock has fallen below their reorder level. Shortfall tells you how many you need to get back to the Reorder Level.

3Trace an item's movements

Open Stock Ledger, search for the item and pick it from Select an item…. Leave From and To empty for all dates , or set them to narrow the range.

4Read the ledger and profit

The cards show opening stock, purchases, sales, COGS, Gross profit and closing stock for the item. The table lists every receipt, sale and adjustment with a running Balance; with no From date, the opening row reads Start. Use Export CSV to take it into a spreadsheet.

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