Item Reports

Item Reports help you understand your inventory from every angle. The Low Stock report alerts you to items that need reordering before they run out. Price lists give you a quick reference for all your selling and purchase prices. The Item Ledger shows the complete history of a specific item — every sale, purchase, and adjustment. Use Category-wise summaries to understand which product categories hold the most value. These reports are essential for procurement planning, pricing decisions, and inventory optimization.

Steps

  1. From Reports, navigate to the Item Reports section.
  2. Low Stock Items: See all items below their set low stock threshold. Use this to create reorder lists before items run out.
  3. Item Sales Price List: View a list of all items with their selling prices. Useful for sharing with sales staff or customers.
  4. Item Purchase Price List: View all items with their purchase/cost prices. Helps in negotiating with suppliers.
  5. Item Details: Complete information about each item including prices, stock, category, and GST details.
  6. Item-wise Stock Summary: Stock levels of all items across all stores. Use this for physical stock verification.
  7. Item Ledger: Complete transaction history (sales, purchases, adjustments) for a specific item. Use this to trace every movement of an item.
  8. Category-wise Stock Summary: Stock grouped by item categories. Understand which categories hold the most inventory value.
  9. Transacted Stock Summary: Items with transaction activity in a given period. Identify fast-moving and slow-moving items.

Tip: Use the Low Stock Items report regularly to prevent stockouts. Set appropriate low stock thresholds for each item so you get timely reorder alerts.

Common Questions

Go to Reports, then Item Reports, and open the Low Stock Items report. It shows all items that have fallen below their set low stock threshold. Use this report to create purchase orders before items run out completely.

Yes, use the Item Ledger report. Select any item and it will show every transaction — sales, purchases, stock adjustments, and returns — along with running stock balance. This helps you trace every movement of that item.

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