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Inventory Reports

Reports characteristics and features


Date Filter: Filter reports by date range, including options for:

  • Daily
  • Monthly
  • Yearly

Search Filter: Quickly find specific items using a search function, allowing users to filter reports by item name, code, or description.

1. Inventory quantity movement

The Inventory Quantity Movement Report provides a detailed summary of inventory movements.

Report Details

  • Item code and description
  • Warehouse location
  • Quantity received
  • Quantity issued
  • Quantity transferred
  • Quantity adjusted
  • Current stock level
  • Date and time of movement

This report helps track inventory changes, identify trends, and make informed decisions about inventory management.

2. Inventory movement summary

Provides a comprehensive overview of inventory quantities.

Report Details

  • Total quantity on hand include purchase, sale, adjustment opening and closing
  • Quantity available for sale
  • Quantity on order
  • Quantity in transit

Features:

  • Date Filter: View summary by date range (daily, monthly, yearly)
  • Search Filter: Find specific items by name, code, or description

3. Inventory value movement

Tracks changes in inventory value over time.

Report Details

  • Total value of inventory
  • Value of inventory received
  • Value of inventory issued
  • Value of inventory adjusted

Features:

  • Date Filter: View movement by date range (daily, monthly, yearly)
  • Search Filter: Find specific items by name, code, or description

4. Inventory value summary

Provides a snapshot of current inventory value.

Report Details

  • Total inventory value
  • Value by item include purchase, sale, adjustment opening and closing
  • Value by total

Features:

  • Date Filter: View summary by date range (daily, monthly, yearly)
  • Search Filter: Find specific items by name, code, or description.

5. Inventory profit margin

Provides a comprehensive overview of inventory.

Report Details

  • Total Revenue
  • Total Cost
  • Net Profit
  • Average Profit per Item
  • Cost of Goods Sold (CGS) calculation.
  • Sales Return accounting
  • Sales Return transaction wise.

Detailed Analysis:

  • Item-wise Profit Margin
  • Cost-wise Profit Margin
  • Transaction wise Profit Margin
  • CGS Breakdown by Item/Category
  • Sales Return Analysis by Item/Category.

Features:

  • Date Filter: View summary by date range (daily, monthly, yearly)
  • Search Filter: Find specific items by name, code, or description.

The user can also print all reports, track inventory details, analyze inventory stock for profitability, and make informed decisions to enhance profitability.