Inventory Performance Report
Open Reports → Inventory.
Inventory reports explain stock movement and value. Use this report to review whether products are being ordered, sold or issued, returned, written off, and valued correctly.
Configuration links
Inventory reporting depends on product setup, branch selection, stock movement records, and users or rooms assigned to sales.
What Inventory contains
The Inventory report includes these main areas:
- Inventory Valuation: current stock value and change compared with the previous period.
- Profit: sales margin from inventory movement.
- Write-offs: stock value lost through write-offs.
- Orders: purchased stock, shipping, discounts, and order totals.
- Orders Returns: stock or value returned from orders.
- Sales: stock issued or sold to doctors or rooms, including profit and turnover.
- Sales Returns: stock returned after a sale or issue.
The report also shows Net Inventory Flow, which compares product movement into and out of inventory.
Inventory ratios
The KPI strip and charts can show:
- opening and closing valuation checkpoints;
- profit rate;
- write-off rate;
- turnover;
- current period compared with the prior period.
Use ratios when you need more than the raw total. A high sales total may be healthy, but a weak profit rate or high write-off rate can still show a problem.
Orders report
Click View Report on Orders to review purchase order rows.
The detail report can include order code, date and time, user, supplier or no-supplier detail, ordered products, and total. Use it for purchasing review and supplier reconciliation.
Orders Returns report
Click View Report on Orders Returns to review returned order records.
The detail report can include order code, date and time, user, supplier detail, products, total, and returned percentage. Use it when products were returned to a supplier or corrected after receiving.
Sales report
Click View Report on Sales to review inventory sales or issues.
The detail report can include sale code, date and time, assigned doctor or room, products, and total. Use it to understand stock usage by provider, room, or branch.
Sales Returns report
Click View Report on Sales Returns to review returned sale records.
The detail report can include sale code, date and time, assigned doctor or room, products, total, and returned percentage. Use it when issued products came back to inventory.
Top items
Inventory includes top ordered and top sold item lists. Use them to quickly see which products drive purchasing and consumption.
Click View All Orders or View All Sales when you need the full record list behind those summaries.
Useful features
- Select the branch before reviewing stock value or movement.
- Use the date range to compare a short period, month, quarter, or custom audit window.
- Open detail reports to review the records behind order and sale totals.
- Use Download Report to export the active Inventory report.