Inventory Reports Overview
What are Inventory Reports?
Stock visibility tools that provide real-time information about inventory levels, item availability, and reserved stock across multiple locations. Track what you have, where it's located, and what's committed to orders without manually counting or checking multiple systems.
Who Uses This?
Warehouse Managers
Monitor stock levels and plan replenishment across locations
Procurement Teams
Identify low stock items requiring purchase orders
Sales Teams
Check product availability before confirming customer orders
Operations Managers
Analyze reserved stock and optimize inventory investment
Available Reports
Inventory Summary
Inventory Summary displays current stock position for all items showing reserved quantity (committed to sales orders), available quantity (free for new orders), and ordered quantity (incoming from purchase orders). Filter by location to see stock at specific warehouses or facilities.
Common Report Features
Filter Options
Inventory reports provide consistent filtering to focus analysis on specific locations or item groups:
| Filter | Purpose | Options |
|---|---|---|
| Report Type | Select which inventory report to view | Currently: Inventory Summary |
| Location Filter | View inventory at specific locations | Select all locations or specific warehouse/facility |
Report Actions
Run Report button executes the report with selected filters, showing real-time inventory data from current system state.
Export functionality enables downloading inventory data for offline analysis, stock audits, or sharing with team members.
Location tags display when filtering by specific location, showing which warehouse or facility data you're viewing.
How Inventory Reports Work
Real-Time Stock Tracking
- Automatic updates as goods receipts, sales orders, and stock movements are recorded
- Reserved quantity calculated from open sales orders and delivery challans
- Available quantity shows unreserved stock free to promise
- Ordered quantity aggregates incoming stock from pending purchase orders
Understanding Stock Status
Quantity Types Explained
Reserved Quantity represents stock already committed to customer orders or in-process deliveries. This inventory cannot be promised to new customers without risking fulfillment failures on existing commitments.
Available Quantity shows free stock not yet reserved for any orders. Sales teams can promise this inventory to new customers immediately. Available quantity equals total stock minus reserved quantity.
Ordered Quantity tracks inventory you've purchased but not yet received. Purchase orders in approved or in-transit status contribute to ordered quantity. Use this to understand incoming stock that will replenish available inventory.
How Reserved Stock Works
The system automatically reserves inventory when sales orders are created or confirmed. Reserved quantity increases when new orders are placed and decreases when goods are shipped and delivery is recorded.
Available quantity provides the true sellable stock figure accounting for existing commitments. Selling beyond available quantity creates backorder situations requiring coordination between sales and procurement teams.
Ordered quantity visibility prevents duplicate ordering. Before creating new purchase orders, check ordered quantity to see if replenishment is already in the pipeline from existing POs.
Multi-Location Inventory
Location-Based Tracking
Businesses with multiple warehouses or facilities track inventory separately at each location. The location filter lets you view stock at individual sites or aggregate across all locations.
Select all locations shows company-wide inventory totals summing quantities across every warehouse, useful for enterprise-level stock visibility.
Select specific location displays inventory at that single warehouse or facility, helping local warehouse managers track their stock responsibility.
Stock Distribution Strategy
Available quantity at different locations helps optimize fulfillment. Check which warehouse has stock closest to the customer for faster delivery and lower freight costs.
Reserved quantities by location reveal fulfillment commitments at each facility. Balance the stock reserved for sales orders across warehouses based on stock levels and customer proximity.
Getting Started
| Report | Guide | Time Required |
|---|---|---|
| Inventory Summary | Inventory Summary Guide | 3 minutes |
Related Sections
- Items - Manage item master data
- Purchase Orders - Create orders that increase ordered quantity
- Sales Orders - Create orders that reserve inventory
- Purchase Reports - Analyze incoming stock pipeline
Quick Tips
Best Practices
Check available quantity before promising delivery dates to customers rather than relying on total stock which includes reserved inventory.
Run location-specific inventory reports when planning stock transfers between warehouses to balance inventory based on regional demand.
Monitor items with high reserved quantity and low available quantity to identify potential stockout risks requiring urgent replenishment.
Need help? Contact support at support@bizconnekt.com