Inventory reports

Purpose

See quantities: what the book says you hold, what moved, what to count, and how old the stock is.
These reports read posted sales, purchases, and Product Documents. They do not create invoices or journal stock value.
Month-end value on Profit & Loss and the Balance Sheet is still Maintain Stock Value.

Count sheet: Inventory → Inventory Report → Stock Physical WorkSheet. Needs stkPhyWS.
Warehouse documents: Inventory → Inventory Report → Stock Document. Needs stkDocument.
Movement (item card): Inventory → Inventory Report → Stock Card. Needs stkCard.
Closing qty in a period: Inventory → Inventory Report → Stock Month End Balance. Needs stkMthEndBal.
Age of qty on hand: Inventory → Inventory Report → Stock Aging. Needs stkAging.
A quick on-hand figure is Bal Qty on Maintain Product.

No report-builder wizard. Ask “how to print stock card” or “how to do a stock take”.
Add stock does not print these reports.

Products and, if you use them, locations exist.
The movements you care about are saved, including product Opn.Bal if you brought quantity in on the master.
Know the date of the count or the period you want to review.

Print or export a count list. After you count, you can push differences into a Product Adjustment.
Inventory → Inventory Report → Stock Physical WorkSheet.
Tick the item flags you want: Stock Control, Non Stock Control, Active Item, Non Active Item, Include Zero Balance.
Set Date (as-at). Optional Stock Group (category), Stock Item Type, Stock Item, Location.
Click Search (magnifying glass).
Print PDF or Export To Excel for the counting team.
After you enter counts: Copy Data To Stock Adjustment (copy icon) to open and fill a Product Adjustment. Check Qty On Hand against Book Qty, then Save on the adjustment.

One listing of warehouse documents. Sales and purchase bills stay on their own menus.
Inventory → Inventory Report → Stock Document.
Report: Stock Received Listing, Stock Issue Listing, Stock Transfer Listing, or Stock Adjustment Listing.
Set Date from and to. Optional Stock Group, Item Type, Stock Item.
Search and run the list.
Open (edit icon) a row to the Product Document. Export To Excel.
Use the Product Document listings when you want to create a received, issue, transfer, or adjustment.

The item’s quantity in, out, and balance. This is the usual check that a save worked.
Inventory → Inventory Report → Stock Card.
Set Date from and to.
Optional Category, Item, Item Type, Location.
Tick Active Item (default). Optional Non Active Item. Optional Include Zero Balance.
Click Search.
Select an item in the upper table. The lower table shows movements for that Stock Item and Location.
Edit opens the product or the source document when offered. Print PDF or Export To Excel.
Reset Stock Card (cog) rebuilds the card from posted transactions. Confirm the prompt. Use it when the card looks stale or out of line with documents. It is not a daily step.

Quantity, and the cost columns the report shows, as at a period. This is the quantity companion to Maintain Stock Value.
Inventory → Inventory Report → Stock Month End Balance.
Set Date from and to.
Optional Category, Item, Item Type, Location.
Search. Print PDF or Export To Excel.
Use the figures to support Maintain Stock Value if you value stock from a count. Maintain Stock Value does not fill itself from this report.

How long quantity has been sitting. Use it for slow-moving and obsolete stock.
Inventory → Inventory Report → Stock Aging.
Set Date from and to. Aging is as at the end date.
Optional Category, Item, Item Type, Location, the same pattern as the other stock reports.
Search. Print PDF or Export To Excel.
This is stock aging. Customer and supplier debt aging is Sales reports and Purchase reports.

What should we count tonight? Stock Physical WorkSheet.
The count differs from the book. Worksheet → Copy Data To Stock Adjustment. See Product Adjustment.
Did this goods received, delivery order, or product received post? Stock Card.
A list of received, issue, transfer, and adjustment. Stock Document.
Quantity at month-end by item or location. Stock Month End Balance.
What has not moved? Stock Aging.
Ringgit on profit and loss for opening and closing stock. Maintain Stock Value, then Save on opening balance.
Who owes us, or who we owe. Sales and purchase aging, not this chapter.
Bal Qty on Product Listing is a quick on-hand figure. Use Stock Card when you need the movements that built it.

The card is empty. Wrong item, location, or date range. Confirm the document saved and the line has an Item Code.
Card quantity is twice what you expect. The same goods are on a Product Document and a goods received note, delivery order, or invoice. See Product Documents, Delivery Order, and Goods Received.
The worksheet has no rows. Loosen the filters. Try Include Zero Balance or all item types. Confirm products are Active.
Copy to adjustment did nothing. Run the worksheet first so there is data, then use the copy icon. Finish Save on Product Adjustment.
Month-end quantity and Maintain Stock Value differ. This report is quantity. Type the cost value on Maintain Stock Value.
Inventory Report is missing from the menu. The role needs stkPhyWS, stkDocument, stkCard, stkMthEndBal, or stkAging. See Users. The plan may not be Premium. See Company.
Reset Stock Card looks risky. It rebuilds from documents. Post or delete the document when a save is missing. Reset does not invent a missing document.
Aging looks like customer debt. You opened sales Aging. Stock aging is under Inventory Report.

Inventory
Categories and products, Locations, and Product documents — the masters and warehouse documents these reports read.
Delivery order and Goods received — how sales and purchases change quantity.
Maintain Stock Value and opening balance — financial stock value.
Sales reports and Purchase reports — customer and supplier aging (money, not quantity).