Reports

Basic item and inventory reports excluding stock

Not every item question is a stock question. Rates, who bought what, and how a line is performing all stand on their own.

All plansAndroid · iOS · Web · Windows

Useful even without stock tracking

A service business, or a shop that has not turned stock tracking on yet, still needs to know what it sells, at what rate, and to whom. These are those reports — they read the bills rather than the count.

Two of them are quietly among the most useful in the app: item report by party and party report by item answer "what does this customer usually buy" and "who buys this", which is where repeat business comes from.

Answering item questions

  1. 1Keep items current

    Rates and categories in particular.

  2. 2Bill through the app

    The reports read the bills.

  3. 3Ask by item or by party

    Both directions are available.

  4. 4Act on it

    Reorder, re-rate, or call the customer.

Inside Reports

Roughly 55 reports across sales, purchase, stock, parties, GST, expenses, staff and leads, each filterable by date and exportable as PDF or CSV. They read from the same records the rest of the app writes, so nothing has to be reconciled first.

Daily reports answer “what happened today”, monthly ones answer “what do I owe and who owes me”, and the GST set answers the return.

What it works with

The list they read and the stock reports beside them.

Reports it feeds

Product general · Product rate · Item report by party · Party report by item · Product exchange

Every feature, by plan →

Questions people ask

Do these need stock tracking?

No — they read what was billed rather than what is counted.

Can I see what a customer usually buys?

Yes, item report by party is exactly that.

Can I see who buys a particular item?

Yes, through party report by item.

Ask about items, not only about stock

Who buys what is a sales question that lives in the item reports.