Inventory Reports

How to track inventory performance and trends

Inventory Reports & Analytics

Learn how to generate and interpret inventory reports to track stock performance, identify trends, and make informed purchasing decisions.

What You'll Learn

  • How to generate different types of inventory reports
  • Understanding stock level alerts and notifications
  • Analyzing product performance and movement
  • Identifying slow-moving and fast-selling items
  • Planning reorders and stock optimization

Types of Inventory Reports

SmartSell provides several inventory reports to help you understand your stock performance:

📊 Stock Levels Report

Current stock quantities across all products

  • • Current quantity on hand
  • • Low stock alerts
  • • Out of stock items
  • • Overstock warnings

📈 Stock Movement Report

Track how products move in and out of inventory

  • • Products sold per period
  • • New stock received
  • • Stock adjustments
  • • Transfer between branches

💰 Stock Value Report

Financial value of your current inventory

  • • Total inventory value
  • • Value by category
  • • Cost vs. selling price analysis
  • • Profit margin insights

Generating Inventory Reports

Here's how to create inventory reports:

  1. 1
    Navigate to Reports

    Go to Reports → Inventory Reports

  2. 2
    Choose report type

    Select from Stock Levels, Movement, or Value reports

  3. 3
    Set filters and date range

    Choose specific branches, categories, or time periods

  4. 4
    Generate and download

    View online or export to PDF/Excel for further analysis


Understanding Your Reports

🚨 Low Stock Alerts

When products fall below minimum levels:

  • • Review reorder points for accuracy
  • • Place orders with suppliers promptly
  • • Consider temporary product substitutions
  • • Update customers about availability

📦 Slow-Moving Stock

Products that haven't sold in 30+ days:

  • • Consider promotional pricing
  • • Bundle with popular items
  • • Update product placement/marketing
  • • Reduce future order quantities

⭐ Top Performers

Your best-selling products:

  • • Ensure adequate stock levels
  • • Negotiate better supplier prices
  • • Consider expanding product line
  • • Feature prominently in store

Setting Up Automated Alerts

Configure SmartSell to notify you about important inventory events:

Low Stock Notifications

Get email or in-app alerts when products drop below your set minimum levels. Configure different thresholds for different product categories.

Daily Inventory Summary

Receive daily email summaries of inventory changes, including stock movements, adjustments, and critical alerts for each branch.

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