Understanding the Inventory report

The Inventory Report is the canonical view of stock movement on documents — what you bought, what you transferred, what you wrote off — within a date range. It's transactional, not positional: it shows the events, not the resulting stock-on-hand. For current stock, see the stock-on-hand article. For trace-by-order, see the product movements article. This one is for the question 'what happened to inventory between these two dates'.

Where to find it

Reports → Inventory Report. Set a date range (start date, end date) and optionally a document type filter (purchase order / inventory transfer / inventory deduction). Click Run. Cancelled documents are always excluded — they're noise, not movement.

The three document types

Purchase order

Stock arriving from a supplier. Has a supplier, a price-per-unit, a quantity, and a destination warehouse (warehouseTo). warehouseFrom is empty because the source is external. Increases total stock value at cost. Usually pairs with a supplier bill posting.

Inventory transfer

Stock moving between two of your warehouses. Both warehouseFrom and warehouseTo are set. No supplier, no new cost — the price column reflects the existing cost being moved. Total stock value unchanged; distribution shifts. Use for restocking the bar from the main store, moving seasonal supplies between branches, etc.

Inventory deduction

Stock leaving without a sale: breakage, expiry, samples, staff consumption, write-off. warehouseFrom is set; warehouseTo is empty (it left the system). Decreases total stock value. The Total column on the report sums these losses — useful for tracking shrinkage and waste over time.

The columns

• Type — purchase_order / inventory_transfer / inventory_deduction.
• Number — the human-readable document number (e.g. PO-2026-042).
• Date — the document date (when the movement actually happened, not when typed).
• Item — product name. One row per item per document, so a 5-line PO produces 5 rows.
• Category — the product's category, useful for grouping when exported to a spreadsheet.
• Quantity — units of this product on this line.
• Price per unit — cost-per-unit on the document. For PO this is the supplier's price; for transfers it reflects the existing cost.
• Warehouse from / Warehouse to — direction of the movement. Read "--" as 'not applicable' (PO has no from; deduction has no to).
• Total — quantity × price per unit, in the document's currency.

Reading the totals

The total row at the bottom sums the Total column per currency. Mixed currencies (e.g. ALL purchases + EUR purchases) appear as separate sub-totals ("125,000.00 ALL | 1,200.00 EUR"), not converted into one number — converting requires picking an exchange rate, which the report doesn't do for you. If your books need one figure, apply your end-of-period rate manually.

Common ways to use it

• End-of-month: filter to purchase_order, see total spend by supplier (export and pivot in Excel).
• Loss tracking: filter to inventory_deduction, look at the Total column — that's your shrinkage cost for the period. Repeated high deductions on one product usually means breakage or theft worth investigating.
• Warehouse audit: filter to inventory_transfer, scan the warehouseFrom/To columns — confirms what the bar said it received from the main store actually got documented.
• Per-supplier reconciliation: cross-check supplier invoices against the POs in the period — discrepancies are the start of a conversation, not a write-off.
• PDF export for archives: hit the export button, save as PDF, store with month-end papers. The header includes the date range and filters used so it's self-documenting.