Inventory reports allow you to consult aggregated data about your products and stock in order to carry out a detailed analysis of your business. The data comes from the information of your invoices and orders, waybills and stock adjustments.
To access them, follow these steps:
Go to Analytics > Reports , in the navigation bar
Click on "Inventory", and access the report that interests you:
At the top right of most reports, you'll find options to filter and view specific information, or take specific actions:
Search bar : enter the keywords to perform the search
Time Selector : Filter by dates or given time ranges
Export : export the data in Excel or PDF format
Line or bar chart : Displays the chart in linear or bar format
Add / Remove Favorite : bookmark this report
Columns : select which columns you want to be visible
Cost of Sales Report
This report It allows you to analyze detailed information about the sustained expenses to carry out your products or services. In this way, you can always be aware of the financial status of your business:
Date : the date of issue of the purchase invoice
Type : the type of document
Num : the document number
Contact : the name of the contact associated with the document
Fiscal code : the fiscal code of the contact associated with the document
Cost : the purchase price without tax
Subtotal : the sales price without tax
Margin% : the percentage of profit obtained from the sale of the products that appear in the document
Inventory Analysis Report
This report allows you to consult information about your sales and purchases related to all your products. In particular, you will be able to see how many units of each product have been sold and what profit your company has obtained:
💡 You can click the ⓘ icon to see how the results are calculated
SKU : the unique reference number that identifies the product
Product name : the identifying name of the product
Categories : a column will appear for each category
Variants : color, size, shape, etc. A column will appear for each variant
Sales (units) : the number of product units sold
Sales (€) : total amount in € corresponding to the product units sold
Average sales price : The average amount for which a company sells a product. Useful when a product has different prices
Average Cost of Sales : The average amount a company spends to make a product
Margin % : percentage of profit that a company makes when selling a product
Total Profit : The amount a company earns from selling a product
Sold % : the percentage of products sold
Purchased (items) : the number of product units purchased
Purchased (€) : the total amount corresponding to the product units purchased
Median Purchase Price : The average amount at which a customer can purchase a product
Stock (units) : number of stock units of the product
Stock (€) : number of product units multiplied by the average cost
Average cost of stock (€) : average cost of the product on the last day of the selected period
Order (units) : the difference between the virtual stock (products bought minus products sold) and the real stock (current units in Hold)
Lost (€) : Lost units multiplied by the Average Cost of the product on the last day of the selected period
Stock Report
This report represents a general summary of your stock:
Stock Overview
Total Units : the total number of product units as of today
Stock Value : the total value of the stock determined by the cost price of the products
Average Cost : the average purchase price per product based on all the purchase invoices you have posted for that product
Average Price : The average sales price based on all the sales invoices you have posted for that product
Detailed listing
SKU: the unique reference number that identifies the product
Name: the identifying name of the product
Categories: a column will appear for each category
Location : storage location
Units: total number of units of that specific product
Stock Value: the total stock value of that specific product calculated using the cost price
Price: the sales price per unit of product without tax
Unit cost: purchase price per unit of product without tax
Current Stock Report
This report It allows you to control the various stock statuses for each of your products. In this way you can control the number of product units at any time and avoid stock outs or excessive product storage:
SKU: the unique reference number that identifies the product
Name: the identifying name of the product
Current stock: stock of the product that is in the warehouse today
Reserved stock: stock included in sales orders and not yet shipped
Incoming stock: stock included in purchase orders and not yet received
Available Stock: the stock value that takes into account current, reserved and incoming stock
Stock Alarm Report
This report allows you to view those products whose stock is below the minimum threshold that you have entered when generating the stock alarm :
SKU: the unique reference number that identifies the product
Name: the name of the product as you entered it on the platform
Current Stock: the currently remaining units of the product
Stock alarm: the minimum number of units used as a reference to activate the stock alarm
Value of Material in Progress Report
This report It allows you to focus your attention on the value of your stock for each of your products. In this way, you can quickly check the number of units of a product and its total value:
Product: the name of the product, as you entered it in the platform
SKU: the unique reference number that identifies the product
Description: a brief description of the product features
Units: the total number of units of that specific product as of today
Cost: the purchase price without tax
Value units: the total stock value of that specific product. It is determined by the cost of the products
Last Purchase Report by Product
This report allows you to analyze different types of information related to each product broken down by month and year. You can select one of the following options:
Subtotal: the amount (excluding tax) related to sales of that product
Total: the total amount (including tax) related to the sales of that product
Units: the number of total units of that product
Discount: the total amount of discount applied to that product
Taxes: the total amount of taxes applied to that product
Cost: the total amount before tax associated with your business's purchases of that product
💎 Access reports by activating the Inventory gem in the Holded Store