Inventory summary report

The inventory summary report is located under Products > Inventory summary.

This report shows you the total quantity and value of all of your in stock items, across all of your warehouses.

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Reading the report

Each item on the inventory summary report will be listed only once, along with the total quantity and value for that item - regardless of the unit price. 

The figure at the bottom of the report is the sum of the values of the items displayed on screen - to get the total value of all inventory, you will need to ensure all products are displayed on screen, or export the report.

Filtering the report

There are a number of different filters on the inventory summary report which can be used to identify particular products, view historical data, or toggle which warehouses to report on.

Finding specific products

The Inventory summary report can be filtered by the following product attributes to enable you to look up a subset of products:

  • SKU
  • Brand
  • Category
  • Type
  • Vendor (supplier)
  • Product status
  • Season (if activated)

It is also possible to filter by warehouse, to view the value of stock in one specific warehouse.

Filtering by date

The inventory summary report will show items which are in stock at the time it is viewed. However, you can filter the report to a historic date to view the quantities and values of items in stock on that date (up to the end of that day).

Note: When filtering to a past date, the quantities displayed will be the in stock quantities. It is not possible to view historical allocations.

Inventory in transit

If you have any inventory that is currently ‘in transit’ (for example, any quarantined inventory), then it’s possible to include this in your inventory summary report.

Simply click ‘Show filter’ and then select the ‘Display inventory in transit’ checkbox before filtering the report.

Note: The ‘in transit’ figure represents the number of items in transit at the destination warehouse (the warehouse that the stock is due to be received into).

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Tip: If using the inventory summary report to perform a reconciliation against the balance sheet, make sure to include inventory in transit! Since you own the inventory, the inventory value will be recorded on the balance sheet.

Filter first setting

The inventory summary report is a filter first report, so it can be configured to always display the filter first before loading the report. This can be useful if you have a large product catalog.

Learn more about filter first reports here.

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