Stocktake Discrepancy Report

See the changes made via stocktakes in one simple report

Chris avatar
Written by Chris
Updated over a week ago

The Stocktake Discrepancy Report is ideal for compiling inventory changes that happened as a result of a Stocktake. This is especially useful if you use Custom Reasons on stocktakes for damaged, expired, stolen, or any goods that cannot be sold for any reason, but still need to be accounted for.

With this report, you can compile a total of damages for a specific date range, and export it in a way that works best for you.

Click the following links for more information on:

Report Summary

The columns in this report include:

  • Product

  • Variant

  • (Stocktake) Number

  • Location

  • Discrepancy

  • Cost per unit (based on the default cost you have set for the product)

  • Cost (discrepancy x cost per unit)

  • Reason

Keep in mind the discrepancies will show up on this report on the day that the stocktake was created not the date it was approved.

We recommend that Stocktakes are completed during off-hours to keep sales from interfering with product quantities.

Additional Insights

If you're looking for more column options and filters for this report, head to the more adaptable version of this report in the Custom Reports section.

Read more about navigating to Custom Reports and adding reports here:

Once you have added the Stocktake Discrepancies widget to the report, you can click the Edit icon to enable additional fields like Product Notes, Reason, Stocktake Note, and who it was ultimately approved by.

The Edit icon looks like this:

NOTE: If you aren’t seeing the edit icon, you may not be in the Edit view of the report (or you might just need to scroll over). If you haven’t already, click the Actions button at the top right of the screen, and choose the Edit Report dropdown.

From there, you can enable additional columns, disable ones that are not needed, or filter by location:

Once you’ve made your selections, hit Apply and those options will be applied automatically to that widget. As you can see in the above image, you can choose to include Product Notes, Reasons, Stocktake Notes, Created By, and Approve by columns. And, you can filter by Locations as well, to include or exclude any that are available.

Each custom report is able to be exported, either as a CSV or PDF, which you will see when clicking the blue Actions button at the top right corner of the page.

To recap, this custom report is great for keeping track of changes that have been made over a period of time when using stocktakes. This is especially helpful if you use Product Notes, Stocktake Notes, or custom Reasons for different types of coun

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