Inventory Reports
Overview
The Inventory Reports section provides summaries and detailed transactions to help you analyze inventory health over specified date ranges.
Stock Adjustment Report
- Select Dates: Pick Start Date and End Date.
- Apply Filters: Use filters (Category, Item, Location) and click APPLY FILTERS.
- Analyze Data:
- Transfer Card: Total number of transfer transactions and units moved.
- Wastage Card: Total wastage transactions and units lost.
- Transaction Details: Line-by-line log showing Purchases, Transfers, Production deductions, and Wastage events with timestamps and notes.
Other Useful Reports
- Batch Expiry Report: Lists batches approaching expiry to prioritise usage.
- Inventory Valuation: Current stock valuation by location.
- Consumption Report: Shows how much of each ingredient has been consumed in a period (by recipes/production).
Best Practices
- Schedule regular stock audits and compare physical counts with system reports.
- Use Batch Expiry and Consumption reports to plan menus and promotions that reduce wastage.