Batch-Wise Stock Balance
Lists every batch you hold, per location, with the quantity, the value, the expiry date and a status that says whether it is in date. Use it to catch expired or soon-to-expire stock and to trace a batch back to its documents.
Quick look
- Go to Reports › Inventory Reports and click the Batch-Wise Stock Balance card.
- Set Expiry to Expiring soon or Expired to narrow the list.
- Click Run Report.
- Click a batch to see where it came from and where it went.
Done. You see every batch, the ones nearest expiry first.
Full guide
What it shows, and when to use it
Each row is one batch at one location. Only batches that still have quantity left are listed, and stock received without a batch number is not part of this report. Use it to act on expiry before stock is wasted, and to put a value on batch-tracked stock.
Filters
Click the filter button beside Run Report to show or hide the filters.
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Reports | No | Switch to another Inventory report. |
| Location | No | All locations or one location. |
| Expiry | No | All, Expired or Expiring soon. |
| As of | No | A past day. Empty means today (live). Future days cannot be picked. |
Columns
Fields in this section
| Column | What it shows |
|---|---|
| Item | The item. |
| Batch | The batch number. |
| Location | Where the batch is. |
| Expiry | The expiry date, if the batch has one. |
| On Hand (Available) | The quantity left in the batch. |
| Value | The value of that quantity. |
| Status | Expired, Expiring soon (in date, but 30 days or less to go), In date or No expiry. |
Under the table a bar shows Lots, Total On Hand and Total Value for the whole result.
All batches come on one page, in a fixed order: the batch nearest expiry first, expired ones at the top, batches with no expiry last. The headings do not re-sort this report. Use the column chooser in the table header to hide, show, drag into a new order or reset the columns.
Drill-down: trace a batch
Click a row. A window opens with the item, the batch and its expiry, and two lists: Came from (inward) and Went to (outward). Each movement shows the document, the store and date, and the quantity. A batch with no movements shows "No movements recorded for this batch yet."
Export, print, PDF and email
Not available.
Who can see it
Open the report with View on Inventory Reports. Without it the report list shows a No Access page. Inventory Reports has only View and Add/Edit, and Delete comes with Add/Edit. A report changes no record, so Add/Edit and Delete make no difference here. The report shows all stock of the business units you can open, not only records you created.
On mobile
Not available yet. The card is listed under Reports, Inventory Reports in the mobile app, but the report does not load there and opens empty. Use the web app. Same on iPhone and Android.
The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Problems and fixes
A batch I hold is not listed
Only batches with quantity left are listed, and only stock received with a batch number. Check Location, set Expiry to All and clear As of.
Clicking a heading does nothing to the order
This report keeps its own order, with the batches that need action first. Use the Expiry filter to narrow it to what you need.
The report page says No Access
Your role does not have View on Inventory Reports. Ask an administrator to turn it on.