Inventory Reports and the Health Dashboard
Find all of these under Inventory Reports, unless noted otherwise.
| Report | What it shows |
|---|---|
| Stock card | Movement history for one item — every in and out, with dates |
| Stock ledger | A broader, ledger-style view across items |
| Inventory valuation | Quantity and value by product and warehouse, with a costing-method column; export to Excel |
| Kit sales report | Kits sold against the component consumption they implied |
| Standard cost variance | GRN receipts against standard cost, and whether each posted to the ledger |
| Demand forecast | Weeks-on-hand and suggested reorder quantities |
| Dead stock | Items with little or no outbound movement |
| Action history | Audit trail of dead-stock decisions |
| Supplier returns | RTV rate and credit-recovery KPIs, with export |
| Supplier scorecard | Weighted vendor performance — see Supplier scorecard |
Use the as-of date and category/warehouse filters on valuation reports for month-end reviews.
Traceability
Traceability provides forward and backward lot or batch trace, useful for regulated categories like the FDA Food Traceability List — proving which batches went to which customers or came from which receipts.
The Inventory Health Dashboard
Open Inventory Operations → Inventory Health Dashboard for the one-screen version: product and stock-on-hand counts, low-stock and out-of-stock alerts, approximate inventory value, active recalls, and suppliers below their scorecard threshold. Click a metric card to drill into the underlying list.