Reports

Stock reports

Stock is the largest number in most trading businesses and the one most often wrong. These are the reports that make it checkable.

From GrowthAndroid · iOS · Web · Windows

Position, movement and value

Three different questions hide inside "how is my stock?". Where it stands right now, what has moved it, and what it is all worth. The summary answers the first, the item timeline the second, and valuation the third.

The warehouse reports add the fourth question for businesses holding stock in more than one place: where is it, and what has been transferred between them.

Keeping stock answerable

  1. 1Track stock

    So the count is maintained by billing.

  2. 2Check the summary

    Where everything stands today.

  3. 3Investigate with the timeline

    What moved a particular item.

  4. 4Value it

    For the bank, the accountant, or your own decision.

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

What maintains the count these reports read.

Reports it feeds

Stock summary · Item low stock · Item timeline · Warehouse stock summary · Warehouse transfer history · Warehouse-wise sales · Location stock summary

Every feature, by plan →

Questions people ask

Why is my stock report wrong?

Usually because purchases have not been entered or a correction was never made. The item timeline shows what moved it.

Do I need stock tracking on?

Yes — these reports read a count that billing maintains.

Do they cover more than one location?

Yes, the warehouse reports cover where stock sits and what moved between places.

Make the biggest number checkable

Position, movement and value are three questions, and each has its own report.