Ensuring that inventory counts are accurate is recommended for any successful business. Using Stocktakes to perform your "cycle counts," you can trust that your numbers are correct throughout the year. If you spot an incorrect quantity, you can quickly address it at the moment instead of waiting till the end of the year and making countless corrections.
The Due for Stocktake Report ensures you know what products haven't been counted for a particular time range. With that information, you can ensure your counts are as accurate as possible.
If you want more information about retrieving your report, click this article on Saved/Scheduled Reporting.
Report Summary
The Due for Stocktake Report is broken down at the product/variant level.
To get going, choose a preset range or customize it. You can manipulate Filters and Display options to pinpoint the information you seek.
With the "Filters" button, you can narrow it down to specific Locations, Categories, Vendors, and in-stock/out-of-stock products. As a default, when you first run the report, we will show results for all items.
The "Display" button will allow you to customize the report's columns. The available columns include:
Product
Variant
Categories*
Vendors*
SKU
Barcode*
Location
Last Stocktake Date (the date of the previous completed Stocktake for this product)
Days since last Stocktake (# of days since last completed Stocktake)
In Stock (current quantity at corresponding location)
*able to toggle on with the Display button
Recently created products (within 30 days) and products within the date range that have been entered, counted, and submitted via a Stocktake will be excluded from this list. For newly created products, we are counting the initial creation as a time when the accurate count of the product was confirmed to keep the report clear with counts you already established upon creation.
To take it a step further, let's say you add a product to a Stocktake but never physically count it or enter a quantity in the 'Actual' column. The 'Actual' column for that product is left empty. When you submit the Stocktake, we will skip over that product and keep the same count. That product would still be classified as "Due for a Stocktake".
With the information generated on the report, you can add those products to a new Stocktake and start counting. For more information, be sure to reference our Stocktakes guide here:
Further Reporting
Stocktake Discrepancy Report
Get more details on the specific adjustments over a specified date range, including the total number of units adjusted and their value.
Learn more here, or try it for yourself!
Pro-Tip:
You can enable Stocktake Notes, Product Notes, and other variables on the Stocktake Discrepancy Custom Report! Just remember to hit save to keep those settings for next time.
Inventory Change Report
See how inventory levels have changed over time. See all product movements in one report, including sales, returns, products received, restocks, and manual adjustments. Filter by sales, Stocktakes, Purchase Orders/Internal Transfers, and Assemblies (and much more). This report also shows the total value of any movements.
Learn more here, or try it for yourself!
Things to Note:
At the bottom left corner of the page, you can navigate through pages using the bottom arrow buttons.
Show more products per page by selecting a new option on the bottom-right of the page.
Click on the column heading to re-sort the entire report.