Inventory Count Summary
A summary report of stock count results: expected and actual quantities, surpluses and shortages, for a period or for a specific document.
How to Access
Menu → Reports → Inventory Count Summary.
Route: /warehouse/reports/inventory-summary
Quick actions:
Overview
The report collects the results of stock count documents and shows discrepancies between recorded and actual quantities, broken down by item, warehouse, and organization.
It runs in two modes:
- for a period — every stock count falling within the date range;
- for a single document — if a Document code is given, the report covers only that document and the period is ignored.
Filters
| Filter | Description | Required |
|---|---|---|
| Date from | Start of the period, to the minute | Yes, unless a document code is given |
| Date to | End of the period, to the minute | Yes, unless a document code is given |
| Organization | Filter by organization | No |
| Warehouse | Filter by warehouse | No |
| Sales point | Filter by sales point | No |
| Item | Filter by item or group, with the option to exclude | No |
| Price type | Cost price, retail price, hide prices, or a specific price type | No |
| Document code | Stock count document number — builds the report for that document only | No |
Every filter except the period lives in the Advanced filters block.
The NOT toggle next to the item filter inverts the condition — the report shows everything except the selected item or group.
Display Options
| Option | What it does |
|---|---|
| Tree structure | Groups rows by the item group hierarchy instead of a flat list |
| Item code | Adds a column with the internal code |
| Barcode | Adds a barcode column |
| SKU | Adds an SKU column |
| PLU | Adds a PLU code column |
How to Use
- Set the period — or enter a Document code if you need one specific count.
- Optionally expand the advanced filters.
- Choose the price type to value discrepancies in.
- Select the display options you need.
- Click Generate.
Export
The finished report exports to Excel and PDF, or goes to print.
Tips
- The Hide prices price type leaves only quantity discrepancies — useful when the report goes to a stock keeper rather than an accountant.
- Discrepancies are valued at the selected price type, so a shortage will differ in cost price versus retail price. Cost price is the usual choice for liability purposes.
Related
- Stock Count — the count document itself
- Stock Balance — current recorded stock
- Stock Posting and Write-off — the documents that clear surpluses and shortages