Reports, valuation and currency rates
Run stock, balance, movement, valuation, expiry, warranty and availability reports and manage exchange rates.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Open the inventory report centre
Choose the implemented inventory report.
Run the stock summary report
Review quantities by item and warehouse.
Export stock summary to PDF
Generate a printable stock summary.
Export stock summary to Excel
Download the stock summary spreadsheet.
Run the inventory valuation report
Calculate stock value from quantities and configured costs.
Export inventory valuation to Excel
Download valuation detail as a spreadsheet.
Run the stock balance report
Review opening, in, out and closing balances.
Export stock balance to PDF
Generate a printable stock-balance report.
Export stock balance to Excel
Download stock-balance data.
Run the stock movement summary
Review receipt, delivery, transfer, return and adjustment movement.
Export movement summary to PDF
Generate a printable movement summary.
Export movement summary to Excel
Download movement-summary data.
Review out-of-stock items
Use the out-of-stock table to prioritise replenishment.
Review expired stock
Filter and inspect expired product records.
Use the currency-rate register
Review configured rates and logs.
Update a currency rate manually
Enter a supported exchange rate and effective information.
Retrieve currency rates online
Use the implemented online-rate action and review returned values.
Retrieve one online currency rate
Request and apply a supported currency pair.
Review currency-rate logs
Inspect previous rate updates.
Delete an eligible currency rate
Remove a configured rate when no operational rule prevents it.