1. Kladana
  2. Inventory Management
  3. Inventory Control

Stock report

Successful inventory control hinges on knowing what products you have in your stock and how many of them you have. Regular monitoring of your stock is the key to efficient inventory management.

To monitor the level of your stock use the Stock report. The Stock report can be performed in three variants:

Go to the Inventory → Stock and click By Products, By Warehouses or By Bins to select the preferable report variant. stock report.png

Use the filters to find the stock balance you exactly needs. You can sort the data:

  • by Product and Product variants,
  • by Warehouse,
  • by Stock,
  • by Storage Bin,
  • by Date and time,
  • by Supplier.

Products Stock Report

The report shows you the stock of all the products at all the warehouses in the selected period of time. You can find out all detailed information about the total quantity of products in stock and total inventory value.

  1. In the Kladana workspace, select Inventory → Stock.
  2. Click By Products.
  3. Every product or product variant is displayed in a separate row. If you want to check all transactions related to the item, click on the row. stock_report_in_detail.png

For each item, the report specifies the following indicators:

  • Name — The product name.
  • SKU — The product’s Stock Keeping Unit (SKU).
  • Supplier Code — The supplier’s product code.
  • Expire at — The product’s expiration date.
  • On Hand — The total quantity of items currently in your warehouses.
  • Reorder Point — The stock level below which the quantity on hand should not fall.
  • Committed — The total quantity of items reserved in sales orders.
  • In Transit — The total quantity of items ordered but not yet received.
  • Available — The total quantity of items available for sale.
  • UOM — Unit of Measurement.
  • Days in Stock — The average number of days a product stays in stock before being sold. See the example calculation below.
  • U. Cost — The cost of one unit of the product, calculated as the total cost of an item divided by the number of units on hand.
  • Cost Amount — The total cost of all product units currently in stock.
  • Sale Price main — The default main sale price for the item. You can select a different sale price if needed.
  • Amount Sold — The total revenue generated from sales.

Days In Stock Calculation

The Days in Stock is calculated using the following formula:

The sum of ((Current Date − Date of Receiving) * Unsold Items) / On Hand Quantity

Example:

  • On the 1st of the month, 10 books were received, 4 of which were sold.
  • On the 10th, another 9 books were received, none of which have been sold.
  • On the 19th, the report is generated: ((19 − 1) * 6 + (19 − 10) * 9) / 15 = 12.6 days in stock

Explanation of the Calculation:

  • 19 — Current date.
  • 1 — The date of the first receiving to the warehouse.
  • 6 — Remaining items from the first receiving (10 − 4).
  • 10 — The date of the second receiving to the warehouse.
  • 9 — Remaining items from the second receiving (none sold).
  • 15 — The total quantity of items in stock (On Hand Qty). This is the sum of the remaining items from the first and second receivings (6 + 9).
  • To view detailed information about an item, click anywhere on its row except for the product name.
If the Stocks report shows unexpected results, see Why actual stock cost may differ from estimated before contacting support.

Choose sale price to display in the report

You can choose the sale price which will be displayed in the Stock report.

  1. In the Kladana workspace, select Inventory → Stock.
  2. Click By Products.
  3. Click settings_icon.png and customize the report, if necessary.

Warehouses Stock Report

The report shows the quantity of product units located at each of your warehouses. stock report_by warehouses.png

By default, the app displays product quantities without separating them by variants. You can change this setting if necessary.

  1. In the Kladana workspace, select Inventory → Stock.
  2. Click By Warehouses.
  3. If you want to see the quantity of product variants in each warehouse, click settings_icon.png and select Split by variants checkbox.

Bins Stock Report

The report displays the quantity of product units located in the storage bins of your warehouses. stock report_by bins.png

By default, the app doesn’t separate them by variants. You can change this setting if necessary.

  1. In the Kladana workspace, select Inventory → Stock.
  2. Click By Warehouses.
  3. If you want to see the quantity of product variants in each warehouse, click settings_icon.png and select Split by variants checkbox.

There are more settings related to the Stock report you need to know:

  • Print stock reports in Excel, PDF, Open Office Calc.
  • Receive automatic reports by email
  • Restock to minimum level
  • Add items to cart for order or shipment
  • Set flexible sale process

See also

Cart

Reorder Point

How to reset the stock