Inventory Management
Updated 5 days ago
2 min read
Overview
The Inventory module provides real-time visibility into your stock levels, valuations, and movements across all warehouses. Monitor stock health, receive alerts for low or out-of-stock items, and generate inventory reports.
Inventory Dashboard
Analysis Cards
| Metric | Colour | Description |
|---|---|---|
| Total Products | Default | Number of products tracked in inventory |
| Total Stock Value | Default | Sum of (quantity x purchase price) across all warehouse products |
| Low Stock | Amber | Items where quantity ≤ minimum stock level |
| Out of Stock | Red | Items where quantity ≤ 0 |
Inventory Table
The inventory table shows current stock levels with:
- Product name and SKU
- Warehouse location
- Current quantity
- Minimum stock level
- Stock status (In Stock, Low Stock, Out of Stock)
Inventory Reports
Navigate to the Inventory > Reports section for detailed analysis.
Report Types
1. Stock Valuation Report (Default)
| Column | Description |
|---|---|
| Product | Product name |
| SKU | Stock Keeping Unit code |
| Warehouse | Storage location |
| Quantity | Current stock quantity |
| Cost Price | Unit purchase cost |
| Value | Quantity x Cost Price |
Totals: Total quantity and total stock value across all items.
2. Stock Movement Report
| Column | Description |
|---|---|
| Date | Movement date |
| Product | Product name |
| SKU | Stock Keeping Unit code |
| Type | Movement type: Purchase (+), Transfer In (+), Transfer Out (-) |
| Quantity | Quantity moved (signed: positive for inflow, negative for outflow) |
Filters: Customisable date range (From Date, To Date).
3. Stock by Warehouse Report
| Column | Description |
|---|---|
| Warehouse | Warehouse name |
| Code | Warehouse code |
| Products | Number of distinct products |
| Total Quantity | Total units in stock |
| Total Value | Sum of all stock values |
| Low Stock | Number of low-stock items |
| Out of Stock | Number of out-of-stock items |
Report Filters
| Filter | Description |
|---|---|
| Report Type | Select which report to view |
| Warehouse | Filter by specific warehouse |
| Date Range | Start and end dates (for movement report) |
| Reset | Clear all filters |
Was this page helpful?
0 found it helpful, 0 did not