Admin / Reports
Stock and replenishment reports
Find low, fast-selling, idle and reserved stock, and trace a product movement before changing inventory.
Use stock reports to decide what to count, reorder or investigate. Reports depend on stock permissions, enabled inventory/sales features and assigned locations. Reading a report does not change stock.
Choose a stock report
| Report | How to use it |
|---|---|
| Low & out of stock | Choose Warehouse, Category and below-minimum/out-of-stock mode. To order is the shortfall to the minimum. Review product minimums before placing an order. Print the list for stock review. |
| Fast-selling items | Choose period and the available category/user/branch filters. Review sold, returned and net quantity, sales value and invoice count. Search/sort before choosing what to reorder. |
| Dead stock | Set Idle threshold, Branch, Warehouse and Category. Review stock value, last sale and idle duration. Vehicle stock is included unless a warehouse is chosen. |
| Stock sheet | Choose As at, Warehouse, Category/Subcategory and Search. Review opening, sold, returned and stock columns before counting. |
| Stock tracking history | Pick Product, From, and Warehouse or Or a vehicle. A vehicle replaces warehouse scope. Review opening, movements, source links and current on-hand quantity. |
| Reserved orders | Filter Held at, Warehouse or Vehicle. Open the order link to investigate confirmed orders holding stock. Reading the report does not release the reservation. |
Print a replenishment request
On Fast-selling items, select Purchase request for supplier where offered. Set Show top (1–500), choose the items, enter order quantities, and optionally set Supplier, Reference and Note. Choose Print … items or Download PDF.
This produces a document only. It does not save a request in the supplier-request book or receive stock. Use Supplier requests to create a tracked request; stock changes only through the relevant posted stock transaction.
Count and investigate safely
Use Stock tracking history to trace the product and location before correcting a discrepancy. Compare GRNs, transfers, sales, returns and adjustments through the source links available. Use the stock-adjustment guide to record a verified physical count.
Stock sheet limitation: its current stock column uses the present balance, combined with sales/returns for the selected day. It is not a verified complete historical snapshot, and the opening calculation does not account for every kind of movement. Use movement history and transaction records for historical reconciliation.
If a report is empty, clear search, widen the period where available, check location access and review whether the product has stock or qualifying sales. An idle threshold and a sales period answer different questions.