Skip to content

Stock Balance

The Stock Balance report shows current stock quantities across all warehouses at the moment of generation.

How to Access

Navigate to: Sidebar > Reports > Stock Balance

Route: /warehouse/reports/stock-balance

Quick actions:

Overview

The Stock Balance report provides a snapshot of current inventory levels. It displays how many units of each item are available in each warehouse, helping managers make restocking and transfer decisions.

Filters

FilterDescriptionRequired
WarehouseSpecific warehouse (or all)No
Item/GroupFilter by item or item groupNo

Report Columns

ColumnDescription
ItemItem name
UnitUnit of measurement
Warehouse 1Quantity in the first warehouse
Warehouse 2Quantity in the second warehouse
...Additional warehouse columns
TotalTotal quantity across all warehouses

Each warehouse is displayed as a separate column, allowing side-by-side comparison of stock levels.

Step-by-Step Guide

  1. Go to Reports > Stock Balance.
  2. Optionally select a warehouse to narrow results.
  3. Optionally filter by item or group.
  4. Click Build to generate the report.

FAQ

How do I check stock for a specific item?

Use the Item/Group filter to search for the item by name.

Why does the report show zero for some warehouses?

Zero means the item has no stock in that warehouse. Verify that recent receipts and transfers have been conducted.

Can I export the report?

Use the browser's print function or copy the data to a spreadsheet.