Other Reports
Beyond the core reports, Stock Register offers specialized reports for specific business needs. Expense Reports help you analyze spending patterns. Party Ledger gives you a bank-statement-like view of any party's account. Order Fulfillment tracks pending deliveries. Stock Reorder identifies items that need purchasing with preferred supplier info. Batch & Expiry tracking is essential for businesses dealing with perishable goods, pharmaceuticals, or anything with shelf life.
Steps
- Expense Reports: Category-wise and Date-wise total expense reports. Understand where your operating costs go and identify areas to cut.
- Party Ledger Report: Payment history and running balance for any party. Share this with customers/suppliers as a statement of account.
- Order Fulfillment Report: Track order delivery status. Know which orders are pending, partially fulfilled, or complete.
- Stock Reorder Report: Items that need to be reordered with preferred supplier info. Use this to generate your next purchase order.
- Batch & Expiry Date Report: Track batch-wise stock with expiry dates. Essential for food, pharma, and FMCG businesses to avoid selling expired products.
Tip: Use the Party Ledger report to send account statements to your customers and suppliers. It provides a bank-statement-like view of all transactions and balances.
Common Questions
Use the Expense Reports under Other Reports. The Category-wise expense report groups all your expenses by category, helping you understand where your operating costs go. The Date-wise expense report helps you track spending patterns over time.
Yes, use the Party Ledger Report. Select any customer or supplier and it will show a complete history of invoices, payments, and the running balance — similar to a bank statement. You can download and share this directly with the party.
Use the Batch & Expiry Date Report under Other Reports. It shows all items with their batch numbers and expiry dates, allowing you to identify products nearing expiry so you can sell or discount them before they go to waste. This is essential for food, pharma, and FMCG businesses.
The Stock Reorder Report lists all items that have fallen below their reorder level along with the preferred supplier information. Use this report to quickly generate your next purchase order and ensure you never run out of fast-selling products.
Related Guides
Related Features
Related Glossary Terms
Ready to Get Started?
Manage inventory, billing, and accounting effortlessly.