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Inventory Reports

Valuation, transactions, low stock, turnover, forecast, and allocation reports.

Published · 6 min read

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Overview

Inventory Reports provide valuation, audit trails, and analytics for purchasing and accounting decisions.

Where in the app: Inventory → Reports
Open: Reports


Available reports

ReportRoutePurpose
Stock Levels/inventory/stock-levelsCurrent on-hand (same as Stock tab)
FIFO Valuation/inventory/reports/valuationInventory value by FIFO cost layers
Transaction History/inventory/reports/transactionsFull audit trail — PO receive, SO fulfill, adjustments, transfers
Reconciliation/inventory/reports/reconciliationPeriod-end valuation vs GL; journal entry suggestion
Low Stock Alerts/inventory/reports/low-stockItems below reorder point
Inventory Turnover/inventory/reports/turnoverABC classification, turnover rates, dead stock
Expiring Items/inventory/reports/expiringSKUs near or past expiration date
Cost Trends/inventory/reports/cost-trendsHistorical unit cost changes
Demand Forecast/inventory/reports/forecastProjected demand and stockout risk
Allocation View/inventory/reports/allocationOn-hand, reserved, on-order, in-transit breakdown

Click any report card to open. Most reports support export where noted on screen.


Common uses

QuestionReport
What is my inventory worth?FIFO Valuation
Why did qty change?Transaction History
What should I order?Low Stock Alerts
Month-end GL adjustment?Reconciliation
Slow-moving SKUs?Inventory Turnover