Stock reports

Where

Reports → Inventory & Stock Reports

Plan

All plans

Permission

Reporting → Stock Report

All fifteen share one permission, so you cannot grant the shortage lists without also granting the valuation figures.

What each report gives you

Report	One row is	Filters	Plan
Product Stock	a product’s stock position	location, category	Essential
Low Stock	a product at a location at or below its minimum	location, category	Essential
Out of Stock	a product at a location at zero or below	location, category	Essential
Negative Stock	a product showing less than zero	location, category	Essential
Overstock	a product above its maximum	location, category	Standard
Stock Reorder	a product at or below its reorder point	location, category	Standard
Stock Adjustment	one manual adjustment	location, dates	Standard
Stock Movement	one movement in the stock ledger	location, category, dates	Growth
Stock Transfer	one line of a transfer	location, dates	Growth
Stock Valuation	one product, with what it cost you	location, category, as-of date	Growth
nav.stockValuationByLocationReports	one location	same	Growth
nav.stockValuationByAbcReports	one ABC class	same	Growth
Stock Count Variance	one counted line	location, dates	Professional
Stock Ageing	one product in four age buckets	location, category	Professional
Stock by Location	every stock position you have	location	Professional

Two of them appear in the menu under those raw names — see the list of mislabelled entries.

Two reports open with a raw name as their heading

Stock Valuation by Location and Stock Valuation by ABC have no English title, so the page heading itself reads reports.stock.valuationByLocation.title and reports.stock.valuationByAbc.title. The reports work normally — only the heading is wrong.

The shortage reports

How to find what you need to reorder

1. Go to Reports → Inventory & Stock Reports → Stock Reorder.
2. Pick a Location if you only want one branch.
3. Click Run report.
4. Read the Suggested qty column and the Urgency badge — critical means you are already at or below zero, high means you are more than three-quarters of the way down from your reorder point.

Three of these reports are empty until you set your levels

Low Stock, Overstock and Stock Reorder only list products that have a reorder policy set for that product at that location, with a figure above zero in the matching box:

Report	Needs this set
Low Stock	Minimum stock level
Overstock	Maximum stock level
Stock Reorder	Reorder point

A product you have never configured does not appear at all. An empty Low Stock report therefore does not mean nothing is running low — it usually means no minimums have been entered yet.

Nothing on screen distinguishes the two. If a shortage report is empty, check your reorder policies before you relax.

Out of Stock is the exception: it needs no setup, because the threshold is simply zero.

The same product appears on several of these lists at once

The lists overlap on purpose. An item sitting at zero with a minimum of 5 shows on Low Stock, Out of Stock and Stock Reorder at the same time. The “items” count at the top of each page counts that one problem three times. Do not add the counts together.

Suggested quantity ignores what is already on its way

The suggested reorder quantity is your shortfall plus your standard reorder quantity. It does not subtract stock already ordered or in transit, so re-running this report while a purchase order is in flight will tell you to order it all again.

Preferred supplier on the Low Stock and Reorder reports is not a preference — it is simply the first supplier ever linked to that product. There is no way to mark a supplier as preferred.

Negative stock

Days negative is approximate and often wrong. It is measured from the last recorded sale, not from when the stock actually went negative — and when there is no sale on record at all it shows 0 days, even for a long-standing problem caused by a bad adjustment.

Read the column as “there is a problem here”, not as a duration.

Stock by Location

This is the one report that lists everything, configured or not.

The “Available” column is not available stock

Available on this report is your gross on-hand quantity. Stock held back by reservations is shown separately in the next column and is not subtracted.

A row reading Available 10, Reserved 8 means you have ten in the building and only two you can actually sell. No report in SaleSprint shows the net figure — you have to do the subtraction yourself.

Valuation

How to value your stock

1. Go to Reports → Inventory & Stock Reports → Stock Valuation.
2. Set the As of date, and a Location or Category if you want to narrow it.
3. Click Run report.
4. Read Cost value for what the stock cost you and Sale value for what it would fetch.

The Costing basis tile confirms what you are looking at: a weighted average of the purchase batches the remaining stock came from. Not last cost, and not the standard cost on the product.

Back-dating the As of date understates your stock

An earlier date does not rebuild history. The report takes the stock you have now and keeps only the batches received on or before that date — it does not put back anything sold since. So “value as at 31 December”, run in March, is short by whatever you sold in January and February.

Use it for today’s value. Do not use it for a year-end figure.

Note that nothing stops you choosing an old date here. The dating window that limits how far back a document can be dated does not apply to report filters — a report can always cover closed history. See Document dates and how far they can move.

Valuation counts a different quantity from every other report

Valuation counts what is left of your purchase batches. Every other stock report counts the quantity on the product’s stock record. Nothing keeps the two in step, so the same product can show a different number of units on Stock Valuation and on Stock by Location.

Two consequences worth knowing:

• A product whose batch records have run out, but which still shows stock, is valued at nothing.
• Anything oversold is missing entirely from the valuation — negative positions are excluded, so your total is flattering.

Valuation by ABC deliberately leaves out any product that has not been given an ABC class, so its total is normally lower than the plain Stock Valuation total. The page says so in a tile. That is expected, not a fault.

Stock Ageing

This report is permanently empty

Stock Ageing reads a table of age snapshots that nothing in SaleSprint ever writes. There is no nightly job and no button anywhere in the app that fills it.

Every business on the Professional plan will open this report and get a blank grid with five zeroes, whatever their stock looks like.

For how long stock has been sitting, use Slow Moving Products or Dead Stock under Product reports instead.

Even if it were filled in, its money columns would value ninety-day-old stock at today’s cost, so the total would still not agree with Stock Valuation.

Movements, adjustments, transfers and counts

Stock Movement lists ledger entries newest first. The Balance column is that item’s balance at the moment of the movement across your whole business — it is not a running total of the rows you are looking at, so with a filter applied it will jump around.

Stock Adjustment shows the value of each adjustment as a positive number whether stock went up or down, while the quantity beside it is signed. A day of +100 and −100 shows a net quantity of zero next to a large positive value. Do not read the value total as a net write-off.

Stock Transfer filtered to a location returns transfers out of and into that location, so expect more rows than you asked for.

Stock Count Variance compares the count against the system figure captured when the count sheet was created, not today’s. A variance of zero does not prove your stock is right today.

Traps that apply across the group

Services can appear as stock. Only Out of Stock excludes items that are not inventory-tracked. On the others, a service or non-tracked item that has picked up a stock record will be listed and valued.

Kits are counted twice. Nothing here understands kits, so a kit and its components are separate rows. If both carry stock, the same goods are counted and valued in both.

A missing cost silently becomes zero. Where a product has no cost recorded, the value columns show 0.00 — indistinguishable from stock that genuinely cost nothing.

Category is ignored on four of them. Stock Adjustment, Stock Transfer, Stock Count Variance and Stock by Location have no category filter, because their data does not support one. They correctly do not offer the box.

Two columns show raw database words. The Type and Status columns on the adjustment and transfer reports are untranslated, so you will see things like in_transit rather than In transit, in both English and French.

Related

• Exporting a report — the category, brand and as-of date filters are dropped from downloads
• Moving stock
• Replenishment — where reorder levels are set