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 nameWhat it shows
Stock ValuationTotal cost and retail value of on-hand inventory, by product, category, or warehouse
Movement HistoryEvery stock movement (add, deduct, transfer, adjustment) in a date range
Stock TurnoverHow many times each product’s stock was fully cycled in a period
Dead StockProducts with zero movement in the last 30, 60, or 90 days
Low Stock SummaryAll items currently at or below reorder point
Out of StockAll items with zero available quantity
Reorder ReportSuggested reorder quantities with last supplier and lead time
Stocktake VarianceDifferences between counted quantities and system quantities from each stocktake

Stock Valuation Report

Generating the report

  1. Go to Reports → Inventory → Stock Valuation
  2. 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
  3. Click Generate

Reading the report

The report has one row per SKU/warehouse combination:

ColumnDescription
Product name
SKU
Warehouse
On HandUnits currently in stock
Cost pricePer unit (FIFO or WAC depending on your setting)
Cost valueOn Hand × Cost price
Retail pricePer unit
Retail valueOn 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

  1. Go to Reports → Inventory → Movement History
  2. Set filters:
    • Date range — required
    • Movement type — Add, Deduct, Transfer, Adjustment, Sale, Return, All
    • Product / SKU — optional
    • Warehouse — optional
    • User — optional
  3. 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 period

The 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.

  1. Go to Reports → Inventory → Dead Stock
  2. Set No movement for: 30 / 60 / 90 / 180 / 365 days
  3. 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:

  1. Generate the report
  2. Click Schedule Delivery at the top right
  3. Set:
    • Frequency: Daily / Weekly / Monthly
    • Day and time for delivery
    • Recipients: Email addresses (comma-separated)
    • Format: CSV or PDF
  4. Click Save Schedule

Scheduled reports appear in Reports → Scheduled Reports where you can edit or delete them.