Advanced Inventory Report
Advanced Inventory Reports in Zoho ERP provide detailed visibility into items tracked by batch and serial numbers. These reports help you monitor stock availability and movement at a granular level, making it easier to manage and trace individual batches or serialised items efficiently.
Batch Details Report
The Batch Details report provides comprehensive information about all item batches in the system. It includes key details such as batch numbers, quantity in, available quantity, expiry dates, manufacturer batch numbers, manufactured dates, and the current status of each batch. This report helps businesses efficiently track, monitor, and manage inventory at the batch level, ensuring better stock control and traceability. Scenario
Scenario: Bailey Miles manages inventory for a pharmaceutical distributor where items are tracked by batches. When a new shipment arrives, each batch is recorded with details such as batch number, manufactured date, expiry date, and quantity received. Using the Batch Details report, Bailey monitors available quantity, current status, and nearing-expiry batches across locations. When items are sold or returned, she tracks the movement at the batch level to ensure the correct batches are issued. This helps Bailey Miles maintain compliance, reduce wastage, and manage inventory efficiently.
Serial Number Details Report
The Serial Number Details report lists all items tracked using unique serial numbers, along with their current status and storage location. It also displays inward and outward transactions, including the corresponding transaction numbers, providing complete visibility into each item’s movement. This report helps in accurately monitoring individual items and is especially useful for warranty, service, and replacement tracking, ensuring full control over serial-numbered inventory.
Scenario: Patricia manages inventory for an electronics distributor that sells serial-number-tracked laptops. Each laptop is recorded with a unique serial number when it is received into the warehouse. Using the Serial Number Details Report, Patricia checks the item’s status, storage location, and inward transaction details to confirm successful receipt. When a laptop is sold or transferred, she can view the outward transaction and transaction number linked to that serial number. Later, if a customer raises a warranty or replacement request, Patricia quickly traces the exact serial number, its movement history, and current status using the report, ensuring accurate and hassle-free resolution.