Inventory Reports

View information about your inventory via the Reports module. Most reports can be automatically generated and sent out to authorised users using the Report Scheduling feature available to DEAR customers with Automation module subscriptions. 

Users will need the Inventory Reporting permission to view or edit inventory reports. See Managing Users & Roles for more information on setting user permissions. 

This article displays a summary of each DEAR Inventory report, click the links to see further information about each report and answers to common user questions. It is not possible to generate custom reports in DEAR, but the layout can be reorganized and existing report fields can be added and removed. Please check the tables in this article to see which fields are included in each report. 

For more information on searching, filtering, exporting and scheduling reports, please see Managing DEAR Reports. 

Product Availability: Shows available, on-hand, allocated and on-order quantities, and stock value for every product in every location for every batch/serial number and expiry date. DEAR informs users of the expected delivery date of stock currently on order. This report cannot be customised. Use the Products Stock Level report for a more detailed view. 

Products Stock Level: Shows the current stock level of all active products in all locations. Use this report to see available, on-hand, allocated, on-order, reordered and minimum before reorder quantities. You can also check the stock on hand value and unit cost of products on the current date.

Products Reordering: Shows stock level details necessary for stock refill. Use this report so see available, on order, reorder and minimum before reorder quantities as well as purchase price for all active products. 

Products Low on Stock: Shows stock level details necessary for stock refill. Use this report so see available, on order, reorder and minimum before reorder quantities as well as purchase price for active products with stock levels below the minimum before reorder quantity. 

Products Price List: Shows a product price list. Use this report to see all of your inventory products listed with prices from up to 10 price tiers.

Inventory Aging: Inventory Aging Report shows how long products stay in stock by time intervals. Use this report to see which products have a high turnover rate and low turnover rate. See how long products stay in stock measured by time interval (0-30 days up to over 180 days) as of the current date. 

Lot Expiry: Shows all product batches with their expiry dates. Use this report to check how much quantity on hand you have of different product batch numbers and when they will expire.

Inventory Movement Details: Shows a summary of stock movements in a specified timeframe. Use this report to see inventory movement details for specific transactions including transaction reference, date, quantity in and out and cost in and out. 

Inventory Movement Summary: Shows a summary of stock movements in a specified timeframe. Use this report to see financial information such as stock on hand value, volume on hand (if dimensions are specified), unit cost and average cost for all active products. Use this report to check stock value as of a specific date. The summary report does not show transaction references.

Production Cost Analysis: Shows completed finished goods within the selected time period. Use this report to analyse finished goods yield quantity, production cost, and cost of component products and services within a date range.

Disassembly Analysis: Shows completed disassemblies within the selected time period. Use this report to analyse disassembled quantity, cost of disassembled item and any costs from services during the operation. 

BOM Component Details: This inventory report shows products in DEAR with Bills of Materials (BOM) along with the details of the components under each BOM. Use this report to see what components are required for a parent product, and the component amount available and on hand. The report can be filtered by BOM products in/not in a sale and the available component quantity. 

Out of Stock Components for Auto-assembly: Shows out of stock components for auto-assembly products grouped by location. Use this report to see the quantities of components that need to be ordered to complete your pending auto-assembly operations.

Job Costing Materials: Shows materials and stock used on a particular job during the selected time period. It also indicates where this material was purchased if it did not come from inventory already in stock. Use this report to see the quantity and cost of job costing materials.

Lot Recall: This report shows Customers, Stock On Hand and Suppliers of selected product lots and batches. Use this feature to track your lot/batch/serial number usage from Purchase/manufacturing through to Sell. Prepare recall letters for customers in case of a Recall event.

Warehouse Details: Shows warehouse details for fulfilled sale orders over a specified date range. It shows the number of orders and SKUs that were handled by your pickers, with the aim of helping management make better decisions on warehouse operations. Can be scheduled.