Stock Reports
StockFlow includes a full suite of inventory reports accessible under Reports → Inventory. All reports can be exported to CSV, Excel, or PDF and scheduled for automatic delivery.
Available reports
| Report name | What it shows |
|---|---|
| Stock Valuation | Total cost and retail value of on-hand inventory, by product, category, or warehouse |
| Movement History | Every stock movement (add, deduct, transfer, adjustment) in a date range |
| Stock Turnover | How many times each product’s stock was fully cycled in a period |
| Dead Stock | Products with zero movement in the last 30, 60, or 90 days |
| Low Stock Summary | All items currently at or below reorder point |
| Out of Stock | All items with zero available quantity |
| Reorder Report | Suggested reorder quantities with last supplier and lead time |
| Stocktake Variance | Differences between counted quantities and system quantities from each stocktake |
Stock Valuation Report
Generating the report
- Go to Reports → Inventory → Stock Valuation
- Set filters:
- As of date — defaults to today; set a past date to see historical valuations
- Warehouse — All warehouses (combined) or a specific warehouse
- Category — All or a specific category
- Click Generate
Reading the report
The report has one row per SKU/warehouse combination:
| Column | Description |
|---|---|
| Product name | |
| SKU | |
| Warehouse | |
| On Hand | Units currently in stock |
| Cost price | Per unit (FIFO or WAC depending on your setting) |
| Cost value | On Hand × Cost price |
| Retail price | Per unit |
| Retail value | On Hand × Retail price |
| Potential margin | (Retail value − Cost value) / Retail value |
Summary row at the bottom shows totals across all rows in the current filter.
Movement History Report
Use cases
- Audit a specific product’s activity over time
- Verify that a purchase order was received correctly
- Investigate a discrepancy between system and physical count
- Export data for your accountant
Generating the report
- Go to Reports → Inventory → Movement History
- Set filters:
- Date range — required
- Movement type — Add, Deduct, Transfer, Adjustment, Sale, Return, All
- Product / SKU — optional
- Warehouse — optional
- User — optional
- Click Generate
Stock Turnover Report
Stock Turnover Rate measures how efficiently you’re selling through stock. A higher rate means faster-moving inventory.
Turnover Rate = COGS in period ÷ Average inventory value in periodThe report shows each product’s turnover rate and marks it as:
- 🟢 High turnover (more than 6× per year) — selling well
- 🟡 Medium turnover (2–6× per year) — normal
- 🔴 Low turnover (fewer than 2× per year) — consider promotions or discontinuing
Dead Stock Report
Dead stock is inventory that has had no outbound movement (sales, transfers, or adjustments) in a set period.
- Go to Reports → Inventory → Dead Stock
- Set No movement for: 30 / 60 / 90 / 180 / 365 days
- Click Generate
The report shows:
- Product name and SKU
- Days since last movement
- Current on-hand quantity
- Estimated cost value tied up in dead stock
Bulk action: Select rows and click Mark for Clearance — this adds a clearance tag to all selected products so you can create targeted discounts.
Scheduling automatic reports
Any report can be scheduled for automatic delivery:
- Generate the report
- Click Schedule Delivery at the top right
- Set:
- Frequency: Daily / Weekly / Monthly
- Day and time for delivery
- Recipients: Email addresses (comma-separated)
- Format: CSV or PDF
- Click Save Schedule
Scheduled reports appear in Reports → Scheduled Reports where you can edit or delete them.