Inventory Reports
Inventory Reports answers the questions your stock balances cannot: what is about to expire, what has fallen below its threshold, which products earn their shelf space, and how much of your raw material became finished goods.
Menu path: Inventories > Reports
What is available
| Report | The question it answers |
|---|---|
| Expired products | What has passed, or is about to pass, its expiry date |
| Minimum quantity alert | Which products are below their reorder threshold |
| Item balances by branch | Where every product's stock is sitting |
| Product performance report | Which products earn their space, and which do not |
| Sales by channels | How POS, website and app compare for the same catalog |
| Productions yield | Expected against actual output from production |
| Raw materials | Consumption and balances of the components you make things from |
Reading them well
- Run Expired products weekly, not monthly. Expiry is the one inventory problem where a week's delay is the difference between a discount and a write-off.
- Use Minimum quantity alert as a purchasing worklist, and if the same products appear every week, fix the threshold rather than reordering forever.
- Read Item balances by branch before buying anything. Stock you already own in the wrong branch is cheaper to move than to buy again.
- Use Product performance to make retirement decisions. Shelf space is finite, and a product that neither sells nor earns is occupying space a better one could use.
- Compare Productions yield against your recipes. A consistent gap between expected and actual output means your wastage percentages are understated - see Ingredients.
Tip: Productions yield and raw materials together tell you what your real food or production cost is, as opposed to what your recipes claim. That difference is usually the largest recoverable margin in a production business.
Warning: Every report here depends on your last stock count. Balances drift between counts, so a report that disagrees with the shelf is a signal to count, not a reason to doubt the report - see Stock Counting.
Note: Sales by channels is scoped to inventory, so it answers "which channel moves this product" rather than "which channel earns most". For revenue comparison use Sales Reports.
Related pages
- Stock Counting - the accuracy every report depends on
- Stock Shortages - the actionable version of the threshold alert
- Ingredients - the recipes behind yield