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Inventory reporting combines quantity, purchasing, cost, and fulfillment. A useful calculation must use the right event for each question.

Stock quantity

Current stocked quantity should reconcile with the quantity movement ledger. Opening stock, receipts, and other supported movements explain how the current number changed.

Inventory valuation

Inventory valuation uses the active stocked product universe and the configured current-cost basis used by the canonical report. Reporting-excluded fixtures and installation or non-stock records are not allowed to inflate the real inventory total.

Open purchase order value

Open PO value uses outstanding quantity, not the full original PO value after partial receipt. Conceptually: remaining quantity x base unit cost = outstanding base value Open purchasing includes the canonical active PO statuses used by the Inventory release logic.

Goods in transit

Goods in transit represents quantity still expected on open purchasing. Partially received quantity that already arrived is not counted again as in transit.

Reorder and stock risk

Stock risk can include out-of-stock products and stocked items below their configured minimum, with open replenishment considered by the relevant automation or view.

Product margin

For stocked products: gross profit = invoice net revenue - recognized fulfillment cost Recognized cost comes from posted fulfillment quantity and cost snapshot. If stocked invoiced quantity is not fully fulfilled, margin can remain incomplete rather than assuming zero cost. For non-stock or service items, invoice-line cost snapshots can be used where appropriate.

Slow-moving stock

Slow-moving stock is a separate operational question from out-of-stock or reorder risk. A product can have plenty of stock and still be slow moving.
Last modified on September 7, 2026