Inventory
The inventory report: stock value, low stock and movements
Open Accounting, Reports and the Inventory report card to see the value of your stock, low and out-of-stock counts, value by category and top sellers.
Verified against the product on 1 min read
Before you buy more, see what you already hold and what it is worth.
Steps
- Open "Accounting", then "Reports".
- On the "Inventory report" card open the report.
- At the top read "Stock value", "Items", "Low stock" and "Out of stock".
- "Value by category" lists each category with "Items", "Qty" and "Value".
- "Top sellers (30 days)" lists the products with "Units sold". Make sure these never run out.
- "Stock movements" shows the latest ones with "Type", "Qty", "By" and "Date".
If it doesn't work
- "Could not load the inventory report": check the internet and open it again.
- "No movements": nothing has moved in stock yet.
What the system does not do
It does not order from your suppliers. For what to buy, see reorder suggestions.
Common questions
- Where do the top sellers come from?
- The card is titled "Top sellers (30 days)": products sold in the last 30 days.
- A movement looks wrong.
- Open the product and correct the stock with an adjustment; the report then shows the new movement.
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In the same section
- Adding a new product: name, price, barcode and minimum stockFrom the inventory screen: "New product" with name, sell price, cost, barcode, minimum stock, category and image, and when to enable variants, serials or batches.
- Adjusting one item's quantity: restock, damage, correction, or openingFrom the item page: "Adjust stock" with a reason; Restock, Damage / loss, Count correction, Opening quantity, then "Apply"; every adjustment is booked and logged.
- Categories: creating them and categorizing items in bulkAdding a category from "Manage categories" or while creating a product, categorizing several items at once, and where categories show at the till and in reports.
- Changing the prices of many items at once, with undoTick products in Inventory, type a percentage or a fixed price and apply it. You have 10 seconds to press Undo, and each change is kept in the product's price history.
- Cycle counts: counting a shelf without stopping salesCreate a "New count", enter the "Counted quantity" per item, review "Short or over" and its value, then "Apply count"; differences are booked automatically.
- Deleting a product, or hiding it from the till when it has historyA product with sales or stock can't be deleted. Press "Hide it from the till" to stop selling it while its history stays, and bring it back from Deactivated.
This page is also available in العربية · کوردی
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