Zoho Inventory

Help Docs

Inventory Reports

Guide Layout:


Overview

Direct access

Sample Image of choosing an inventory report from another report


Product Sales Report

To generate a product sales report,

Direct access

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

screen shot of product sales report

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

Takeaways

Active Purchase Orders Report

To generate an active purchase orders report,

Direct access

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

Inventory Details

To generate an inventory details report,

Direct access

Image of inventory details report

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

Takeaways

Inventory Valuation Summary

To generate an Inventory Valuation Summary report,

Direct access

Image of Inventory Valuation Summary report

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

Takeaways

FIFO Cost Lot Tracking

To generate a FIFO cost lot tracking report,

Direct access

Image of choosing FIFO cost lot tracking report

Tools: Print - Export report as a PDF

Takeaways

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:


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