Item Inventory Details
Lists every lot of stock that still has quantity left, one row per lot, with the document it came in on, where it is, its condition, how much is left and what it cost. Use it to see which receipts your stock came from and to check a value from the Inventory Valuation.
Quick look
- Go to Reports › Inventory Reports and click the Item Inventory Details card.
- Pick a Condition, for example Damaged, if you only want one kind of stock.
- Click Run Report.
Done. You see every lot still on hand, newest first, with the totals under the table.
Full guide
What it shows, and when to use it
Each row is one lot that still has quantity left. A lot that has been used up is not listed. Use it to trace stock back to its receipt, to see old lots, or to list stock that is damaged or expired.
When you open it by clicking an item in the Inventory Valuation, it shows only that item, with the line Inventory Details: and the item name above the table, and an Item tag.
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. |
| Condition | No | All, Good, Damaged, Expired or Defective. |
| As of | No | A past day. Empty means today (live). Future days cannot be picked. |
There is no item filter on the screen. To see one item, click it in the Inventory Valuation.
Columns
Fields in this section
| Column | What it shows |
|---|---|
| Item Name | The item. |
| Document Type | The kind of document the lot came in on. |
| Document No. | The number of that document. |
| Inward Date | The day the lot was received. |
| Location | Where the lot is. |
| Condition | The condition of the stock in the lot. |
| Inward Qty | The quantity first received. |
| Remaining Qty | The quantity still left. |
| Unit Cost | The cost of one unit, to two decimals. |
| Inward Value | The value of the quantity still left in the lot, not of the full receipt. |
Under the table a bar shows Total Remaining Qty and Total Inward Value for the whole result, not only the page.
The report opens sorted by Inward Date, newest first. Click a heading to sort by it; the arrow shows the direction. The sort is done on the whole report and is remembered. Use the column chooser in the table header to hide, show, drag into a new order or reset the columns. The pager at the bottom has Go to page and Items per page.
Drill-down
None. Rows do not open anything.
Export, print, PDF and email
Not available on the web. The mobile app can share the rows it shows as a CSV file.
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
In the mobile app open Reports, choose Inventory Reports, then Item Inventory Details. The filters are Location and Condition. The phone's Condition list offers All, Good, Damaged, QC Pending, QC Rejected and Refurbished, which is not the same list as on the web. There is no As of, and you cannot open it for one item. Tap a heading to sort. The report opens sorted by Inward Date, newest first. Rows come 10, 25 or 50 at a time.
The download icon shares a CSV file of the rows on the current page through your phone's share sheet. What you can do with it depends on the phone (Files on an iPhone, mail or Drive on Android). The app asks for no storage permission on either.
The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Problems and fixes
Inward Value is lower than what we paid
Inward Value is the value of what is left in the lot. A lot that was partly used shows less than the receipt.
A lot I received is not listed
Lots that are fully used are left out. Check Condition and Location, and clear As of.
The report page says No Access
Your role does not have View on Inventory Reports. Ask an administrator to turn it on.