Zoho Inventory

Help Docs

Inventory Reports

Inventory reports are exclusively generated for the inventory tracked items in your organization.

Inventory Summary

The Inventory Summary report shows you the quantity of an item sold and purchased for a given period. The stock details section in the report gives the combined stock availability for your items from all warehouses. Based on the mode of stock tracking you’ve selected, the quantity displayed would vary.

You can also filter the result of this report based on warehouse name, stock availability, status of the item, item name, category and also group the items belonging to the same category.

Inventory Summary Report

Field Details:


Committed Stock Details

The Committed Stock Details report depicts the number of confimed sales orders created for a given period. The data fields include sales order number, line items in the order and its quantity.

You can filter this report based on the mode of stock tracking and by date range.

Committed Stock Report

Inventory Valuation Summary

This report summarizes the stock on hand and the total asset value of your inventory items as of the current date.

Inventory Asset Value = Stock on Hand * Cost Price Per Unit

To generate an Inventory Valuation Summary report,

Image of Inventory Valuation Summary report

Tools: Print - Export report - View in Zoho Sheet - View in full screen

Takeaways

FIFO Cost Lot Tracking

Zoho Inventory employs the First In First Out principle to track goods. In this report, you can view a detailed account of all the items going out against the items coming in as per the FIFO rule during a given period. You can run this report for all your items or a specific item of your choice.

Scenario: Consider an item A whose opening stock and opening stock value is 20 units at 10 USD/unit. You purchase an additional 10 units at 12 USD/unit against Bill #1 which makes it a total of 30 units available for sale in your inventory. Now you receive an order requesting 25 units of item A. As soon as you send an invoice for these 25 pieces of item A, the system matches the first 20 units against the opening stock of 20 and calculates its value as 20*10 USD = 200 USD. The remaining 5 units are matched against the 10 units from Bill #1 and its value is 5*12 USD = 60 USD, leaving you with five other units of item A from Bill #1 worth 12 USD/unit.

To generate a FIFO cost lot tracking report,

Image of choosing FIFO cost lot tracking report

Takeaways

Inventory Aging Summary

The Inventory Aging Summary report gives a rundown of the number of days you’ve been holding stock. This is helpful in identifying slow-moving and stale goods.

You can Customize the report based on aging intervals that can be either in days or weeks. In addition to that, you can print as well as export the result in PDF, XLS and CSV format.

Inventory Aging Summary

Batch Details Report

This report provides a stock summary of all or select batch tracked items in Zoho Inventory within a specified period. To generate Batch Details report,

Batch details report

Batch report customization

Field Description
Filter Criteria You can filter the results on the report based on expiry date or manufactured date or both.
Date Range Select the period for which you want the results to be fetched. In case of a custom date range, you can manually change the From and To date fields.
Warehouse Name Choose a warehouse for which you want to generate the batch report.
Item Name Choose an item, specific to which, you want to generate the batch report.
Do not show empty batches Selecting this option, hides those batches that have no stock.
Takeaways

Batch Transaction Summary Report

Here, you can view the list of transactions in which a particular batch reference number is used. To open this report:

Transaction summary report of a batch number

Under the Product In section, you can find the details of the inward transaction which the batch reference number is associated. The transactions include opening stock, bills, positive stock adjustments and transfer orders (created as a new batch in the destination warehouse).

Product In Details:

Under the Product Out section, you can find the details of the outward transactions with which the batch reference number is associated. The transactions include invoices, negative stock adjustments and transfer orders (shipped out from source warehouse).

Product Out Details:


Product Sales Report

To generate a product sales report,

Note: The price amounts will be displayed in your base currency.

screen shot of product sales report

Takeaways

Active Purchase Orders Report

This report shows the quantity for which purchase orders have been issued with the total cost incurred for each item in a given period.

By default, this report is generated for all warehouses. If needed, you can generate this report for a particular warehouse.

To generate an active purchase orders report,

Note: The price amounts will be displayed in your base currency.

Image of product sales report

Tools: Print - Export report - View in Zoho Sheet - View in full screen

Takeaways

Warehouse Report

This report shows the stock details of each item distributed across all warehouses. You can filter this report based on mode of stock tracking, date range, warehouse status, stock availability and item name.

Warehouse Report

Field Details:


Stock Summary Report

The Stock Summary report displays the details of all your item’s opening stock, quantity sold (Quantity Out), purchased (Quantity In), and closing stock (calculated as Opening Stock + Quantity In - Quantity Out) for a given period. This report is generated based on the accounting stock of your inventory items and can be filtered based on warehouse locations.

Stock Summary Report

Landed Cost Summary

This report depicts the summary of the landed cost you’ve incurred from your purchases with each vendor and the amount allocated for the items in the bills. Learn more about tracking landed costs on items in Zoho Inventory.

landed Cost Report
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