Advanced Inventory Reports
Advanced Inventory reports cover batch tracking and serial number tracking across your transactions. Use them to trace the movement of specific batches or serial numbers from purchase through sale. Go to Reports from the left sidebar, then select Advanced Inventory from the Report Category list.
Batch Details
The Batch Details report shows a stock summary for all batch-tracked items, including the batch reference number, manufactured date, expiry date, and quantity in and available for each batch. Use it to check the current stock in each batch, identify batches nearing expiry, and trace which transactions consumed or restocked a specific batch.
Scenario: Zylker Pharma has a regulatory requirement to recall a batch of a product before it reaches customers. Bailey generates the Batch Details report, filters by the batch number, and uses the Batch Transaction Summary to identify every invoice and customer that received units from that batch.
To generate this report:
- Go to Reports from the left sidebar.
- Select Advanced Inventory from the Report Category list.
- Click Batch Details.
- Set a Date Range and the following filters as needed:
| Filter | Description |
|---|---|
| Report By | Filter results by Expiry Date or Manufactured Date. |
| Date Range | The period for which results are fetched. |
| Warehouse Name | Restrict the report to a specific warehouse. |
| Item Name | Restrict the report to a specific item. |
| Do not show empty batches | Hide batches with no remaining stock. |
- Click Run Report.
This report includes the following columns:
- ITEM NAME: Name of the batch-tracked item.
- SKU: Stock Keeping Unit of the item.
- BATCH NUMBER: Internal batch reference number assigned in Zoho Inventory.
- MANUFACTURER BATCH#: Batch number assigned by the manufacturer, if recorded.
- MANUFACTURED DATE: Date on which the batch was manufactured.
- EXPIRY DATE: Date on which the batch expires.
- BATCH STATUS: Current status of the batch (e.g., Active, Expired).
- QUANTITY IN: Total quantity initially added to the batch.
- QUANTITY AVAILABLE: Remaining stock in the batch after outward transactions.
Batch Transaction Summary
Click any BATCH NUMBER to open the Batch Transaction Summary for that batch. This report shows every inward and outward transaction associated with the selected batch.
Product In (inward transactions: opening stock, bills, positive adjustments, and inbound transfer orders):
- Batch Details: Batch reference number, manufactured date, and expiry date.
- Transactions: Source transaction, warehouse, and created date.
- Quantity: Initial quantity added and current quantity remaining.
Product Out (outward transactions: invoices, negative adjustments, and outbound transfer orders):
- Transactions: The outward transaction number.
- Dispersed To: The customer or destination associated with the transaction.
- Quantity Dispersed: Units consumed from this batch in the transaction.
Serial Number Details
The Serial Number Details report shows the status and full transaction history for each serial number in your inventory. Use it to find which customer received a specific unit, verify warranty or recall coverage, and confirm that all serial numbers are accounted for.
To generate this report:
- Go to Reports from the left sidebar.
- Select Advanced Inventory from the Report Category list.
- Click Serial Number Details.
- Set a Date Range and any additional filters (item, warehouse, serial number status), then click Run Report.
This report includes the following columns:
- ITEM NAME: Name of the serial-number-tracked item.
- SERIAL NUMBER: Unique serial number assigned to the individual unit.
- STATUS: Current status: Available (in stock) or Sold (despatched).
- INWARD TRANSACTION DATE: Date on which the unit was received into stock.
- INWARD TRANSACTION: Type of inward transaction (e.g., Bill, Opening Stock).
- INWARD TRANSACTION#: Reference number of the inward transaction.
- OUTWARD TRANSACTION DATE: Date on which the unit was despatched from stock.
- OUTWARD TRANSACTION: Type of outward transaction (e.g., Invoice).
- OUTWARD TRANSACTION#: Reference number of the outward transaction.
- WAREHOUSE: Warehouse where the unit is currently held.
- BATCH NUMBER: Batch reference associated with the serial number, if applicable.
- MANUFACTURER BATCH#: Manufacturer’s batch number, if recorded.
- MANUFACTURED DATE: Manufacturing date associated with the unit.
- EXPIRY DATE: Expiry date associated with the unit or batch.
- BATCH STATUS: Status of the associated batch.
For stock-level, movement, and adjustment reports that apply to all inventory items, see Inventory Reports.