The Stocks reports, under Reports › Stocks, summarise the stock held in your warehouses — including stock you hold for 3PL customers — by product, store, batch, category and damage.
Before you start
- You need the Warehouse module and the Warehouse › Stocks › View permission. See Stocks.
The reports
Open Reports › Stocks and select a report.
| Group | Report | What it shows | Filters |
|---|---|---|---|
| Overview | Stocks | Original and current quantity per product and store. | Business unit (with business units) |
| Overview | Summary | Per product and store for a date range: opening balance and damaged, received, issued, closing balance and damaged. Runs when you submit the dates. | Date from, Date to, Business unit (with business units) |
| Overview | Summary by store | Current quantity per product and batch in one store. | Store, Business unit (with business units) |
| Overview | Product summary by store | Current quantity per store and batch for one product. | Product, Business unit (with business units) |
| Overview | Batches | Every batch; select one to see the stock it was first received as. | Business unit (with business units) |
| Availability | Stocks by product | Current and sub quantity per product, with All, In stock and Out of stock tabs; select a product to see its stock. | Business unit (with business units) |
| Availability | Stocks by category | Current and sub quantity per product category. | Business unit (with business units) |
| Availability | Stocks by store | Your warehouses; select one to see its stock. | — |
| Damaged | Damaged by product, Damaged by category, Damaged by product and category | Damaged stock still held, grouped as named. | Business unit (with business units) |
Every results table has the export buttons described in Reports.
Business units
When your organization has business units, every report except the Stocks by store list (the warehouse page you open from it has one) has a funnel icon with a Business unit filter, starting with the unit chosen in the header. Choose All business units, your main business only, or a unit, which includes its sub-units.
- A stock row counts under its own business unit or, for stock split or moved from another row, under the unit of the stock it came from.
- Stock you hold for a 3PL customer, and stock whose unit no longer exists, counts as your main business.
- The results gain a Business unit column (not on Batches). A product, store or category with stock in several units shows one row per unit.
- The card title and exported files name the business unit, and opening a product or a batch from a report keeps the same filter.
Current limitations
- Each report reads all of your stock when it runs, so it can be slow for a large organization.
- On the stock of one product (from Stocks by product), the Warehouse column is always empty.
- Reports › Stocks appears on the menu for everyone in an organization that uses the Stocks module, but its pages need Warehouse › Stocks › View; without it they show a forbidden error.