Stock reports

See what the stock is worth, what is running low, everything that moved in a month, and what has been lent out and not returned.

Checked on the ShuleOS demo school Who: School admin, storekeeper, accountant 4 min read

Reports → Stock has one page for the stock reports. Pick a report from the row of buttons at the top. Each one has Export and Print.

Stock Reports

Report	What it tells you
Stock value	What the stock in hand is worth, by category and by store, with the number of items and their value.
Low stock	Items at or below their reorder level, with Buy at least: how much to buy to get back above the level. Use it as your shopping list.
Movements	Everything received, issued, returned and counted in a month, with the change, the stock after it, a note and who did it. Choose the month.
Still out	Returnable items that were issued and have not come back: when, to whom, how many, how many are still out and for how many days.

Tips

Set a Reorder level on the items you cannot run out of. Then Low stock is a real shopping list.
Once a year, Count every item, so the report matches the shelves. The differences appear in Movements as "Counted".
The stock value uses each item's Cost of one, which follows the price of your latest purchase.

What you see	What it means and what to do
Low stock is empty	No item has a reorder level, or all items are above it.
The value looks too low	Items with a cost of zero add nothing. Set the Cost of one, or receive a purchase with prices.
A report is missing	Your role does not include stock reports.