Inventory Reports

“On this page, we will cover everything related to inventory reports, from types of reports to how to use them and their benefits.

To access the ‘Inventory Reports’ page, please follow the instructions below:

• First, go to the Warehouses screen from the main menu by clicking on the Warehouses option.
• After that, click on the Inventory Reports window.

Inventory Reports: Their Uses and Advantages:

• Comprehensive Reports: The system is capable of generating comprehensive reports that cover all aspects of inventory movements, providing a comprehensive analysis of warehouses and their details.
• Export Report Formats: You can use the system’s multiple features to export reports in various formats, such as Excel files and PDFs, making it easy to choose the format that suits you best.
• Multiple Printing Options: The system offers multiple printing options that make it easy for users to print reports in the formats that best suit their needs, such as horizontal or vertical printing, facilitating reading and review.
• Filters: The system allows the use of several filters to extract specific reports, such as:
  1. Branch: The branch filter allows you to extract reports for the selected branch.
  2. Date: By using date filters, you can access reports of warehouse movements, sales, and purchases during the specified time period.
  3. Inventory Item: Using the item filter, you can easily extract reports of specific item movements.
  4. Warehouse: The warehouse filter allows you to extract reports for warehouses, sales, and purchases based on the selected warehouse.

The system offers a range of reports for warehouse management:

Here is an overview of the available reports and their benefits:

• Detailed and Summary Inventory Reports:

  1. Inventory Valuation Report: This report provides a detailed assessment of the current inventory quantity with the average cost. Data is segmented by item, allowing you to monitor inventory cost and balance.
  2. Inventory Movement Report: This report displays the quantity of goods received and issued for each item, showing the final balance. Data is segmented by item, helping to accurately track inventory movements.

• Detailed and Summary Purchase Reports:

  1. Inventory Planning Report: This report details inventory receipts, indicating whether the receipt has been invoiced. It also displays invoice and delivery data with quantity and totals aggregated at the end of the report.
  2. Inventory Purchases Report: This report provides a detailed view of each receipt and purchase order, including the invoice number if available. It shows the receipt price and invoice price to ensure accurate analysis.

• Detailed and Summary Sales Reports:

  1. Sales Summary Report: This report shows sales details by item and invoice, including quantity, price, and total. Data is aggregated by item for a comprehensive view.
  2. Inventory Item Sales Report: This report displays the profitability of each sales transaction by comparing the selling price to the item’s cost. Data is aggregated by item to estimate profitability accurately.

Using these advanced reports, you can gain a deeper understanding and precise analysis of inventory, sales, and purchase operations, significantly improving your inventory management.”