Inventory Reports
Guide Layout:
- Overview
- Product Sales Report
- Active Purchase Orders Report
- Inventory Details
- Inventory Valuation Summary
- FIFO Cost Lot Tracking
- Batch Details Report
- Batch Transaction Summary
Overview
- Inventory reports are reports exclusively generated for the inventory tracked items in your organization.
- Currently we support four different inventory reports - Product Sales Report, Product Purchase Report, Inventory Details and FIFO Cost Lot Tracking report.
- They can be accessed from the Reports module under the Inventory section.
- They can also be accessed from within other reports by clicking on the name of that report and selecting the preferred inventory report from the drop-down.
Product Sales Report
To generate a product sales report,
- Log in to Zoho Inventory.
- Navigate to the Reports module.
- Select the Product Sales Report under the Inventory section of the Reports page.
- Select a Date Range for your report. It can be a standard date range from the previous year or the current year and it can also be a custom date range.
- On selecting a standard choice, the From and To date fields, will be automatically derived.
- In case of a custom date range, you can manually change the From and To date fields.
- Once you ready, click on the Run Report button to generate the product sales report for that period.
Note: The price amounts will be displayed in your base currency.
Tools: Print - Export report - View in Zoho Sheet - View in full screen
Takeaways
- The product sales report includes the following data fields - PRODUCT NAME, SKU, MARGIN, QTY SOLD and TOTAL SALES PRICE.
- The report data can be sorted as per any of these fields.
- Other than giving you the general sales stats for your inventory items, this report also calculates the average profit(%) made by you for an item during a chosen timeframe.
- Clicking on a product name on this report will redirect you to the items module bearing the overview page of that item.
Active Purchase Orders Report
To generate an active purchase orders report,
- Log in to Zoho Inventory.
- Navigate to the Reports module.
- Select the Active Purchase Orders Report under the Inventory section of the Reports page.
- Select a Date Range for your report. It can be a standard date range from the previous year or the current year and it can also be a custom date range.
- On selecting a standard choice, the From and To date fields, will be automatically derived.
- In case of a custom date range, you can manually change the From and To date fields.
- Once you ready, click on the Run Report button to generate the product purchase report for that period.
Note: The price amounts will be displayed in your base currency.
Tools: Print - Export report - View in Zoho Sheet - View in full screen
Takeaways
- The active purchase orders report includes the following data fields - PRODUCT NAME, SKU, QTY PURCHASED, and TOTAL COST PRICE.
- The report data can be sorted as per any of these fields.
- Clicking on a product name on this report will redirect you to the items module bearing the overview page of that item.
Inventory Details
To generate an inventory details report,
- Log in to Zoho Inventory.
- Navigate to the Reports module.
- Select the Inventory Details under the Inventory section of the Reports page.
- Select your preferred Mode of Stock Tracking for this report.
- Select a Date Range for your report.
- In case of a custom date, you can manually select the date for the report. The report will dispay the Inventory Details from the date inventory was started to the date specified by the user.
- Once you’re ready, click on the Run Report button to generate the inventory details report for that period.
Tools: Print - Export report - View in Zoho Sheet - View in full screen
Takeaways
- The inventory details report includes the following data fields - PRODUCT NAME, SKU, QUANTITY ORDERED, QUANTITY COMMITTED, QUANTITY IN, QUANTITY OUT, and QUANTITY AVAILABLE.
- The report data can be sorted as per any of these fields.
- This report also has an parameter called the Mode of Stock Tracking. You can run this report based on your preferred mode of tracking the stock coming and going out. We have two modes of stock tracking for which this report can be generated:
- Physical mode of stock tracking - based on receives(stock in) and shipments(stock out).
- Transactional mode of stock tracking - based on bills(stock in) and sent invoices(stock out).
- Additional Note: You can configure your mode of stock tracking from General Preferences under Settings.
- Some Additional Information about the report fields:
- Quantity Ordered: This quantity will be calculated based on the number of Issued purchase orders currently available for an item.
- Quantity Committed: This quantity will be calculated based on the number of Confirmed sales orders currently available for an item.
- Quantity In: This quantity is calculated based on the No. of vendor Bills raised/purchase Receives recorded by you.
- Quantity Out: This quantity is calculated based on the No. of Invoices sent/Shipment Orders generated for customers by you.
- Quantity Available: This quantity is calculated based on the mode of stock tracking chosen.
Inventory Valuation Summary
To generate an Inventory Valuation Summary report,
- Log in to Zoho Inventory
- Navigate to the Reports module.
- Select the Inventory Valuation Summary report under the Inventory section of the Reports page.
- You can generate this report either for all the items or for a specific item chosen by you in the Items field.
- You can select the Date Range for your report by clicking on the Customize Report button.
- Once you’re ready, click on the Run Report button to generate the Inventory Valuation Summary report for that period.
Tools: Print - Export report - View in Zoho Sheet - View in full screen
Takeaways
- The Inventory Valuation Summary report contains the following data fields - ITEM NAME, QUANTITY AVAILABLE, and INVENTORY ASSET VALUE.
- The report data can be sorted as per any of these fields.
- Some Additional Information about the report fields:
- Quantity Available: The physical quantity of the product available in your warehouse.
- Inventory Asset Value: The asset value of the stock which is available for the product.
FIFO Cost Lot Tracking
To generate a FIFO cost lot tracking report,
- Log in to Zoho Inventory.
- Navigate to the Reports module.
- Select the FIFO Cost Lot Tracking report under the Inventory section of the Reports page.
- You can generate this report either for all the items or for a specific item chosen by you in the Items field.
- Select your preferred Mode of Stock Tracking for this report.
- Select a Date Range for your report. It can be a standard date range from the previous year or the current year and it can also be a custom date range.
- On selecting a standard choice, the From and To date fields, will be automatically derived.
- In case of a custom date range, you can manually change the From and To date fields.
- Once you ready, click on the Run Report button to generate the FIFO cost lot tracking report for that period.
Tools: Print - Export report as a PDF
Takeaways
- The report fields are divided into two sections - PRODUCT IN and PRODUCT OUT.
- The PRODUCT IN section includes - DATE, TRANSACTIONS, RECEIVED FROM, ITEM NAME, QUANTITY and TOTAL.
- The PRODUCT OUT section includes - DATE, TRANSACTIONS, DISPERSED TO and QTY DISPERSED.
- The report data can be sorted as per any of these fields.
- You can run this report for all your items or a specific item of your choice.
- This report will match the items going out against the items coming in as per the first in first out principle.
- Example: Say the opening stock & opening stock value item A is 20 @ 10USD/qty. You have additionally purchased 10 more pieces with Bill #1 @ 12 USD/qty. You have 30 pieces right now.Now you get an order for 25 pieces from a customer. As soon as you send an invoice for these 25 pieces of item A, the system will match the first 20 against the opening stock of 20 and its value with be 20 X 10USD = 200USD. The remaining 5 items going out will be matched against the Bill #1 of 10 pieces and its value will be 5 X 12 = 60. And now you have 5 items from Bill #1 remaining on your inventory.
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,
- Log in to Zoho Inventory.
- Navigate to the Reports module on the side bar.
- Select the Batch Details report under the Inventory section of the Reports page.
- Under Customize Report settings, set the criterion based on which you’d like to filter your results.
| 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. |
- Click the Run Report button to generate the batch details report for the specifications.
Takeaways
- The batch details report page consists of the following data fields PRODUCT NAME, SKU, BATCH REFERENCE#, MANUFACTURED DATE, EXPIRY DATE, STOCK DETAIL
- The stock detail field is divided into two sections,
- Quantity In: The units that were initially added to the particular batch.
- Quantity Available: The current available quantity in the batch.
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:
- Go to the Reports module on the sidebar.
- Open the Batch Details report under the Inventory Reports section.
- Click on a batch reference number. A Batch Transaction Summary report opens up for the selected batch reference 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:
- Batch Details: This includes the batch reference number, manufactured date and expiry date of the batch.
- Transactions: The transaction in which the batch was created, warehouse name and created date.
- Quantity: The initial and current quantity in the batch.
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:
- Transactions: The transaction number with which the batch reference number is associated.
- Dispersed To: Name of the customer from the transaction.
- Quantity Dispersed: Number of units consumed from the batch.
