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Stock Summary Report

Overview

The Stock Summary Report provides comprehensive inventory insights across your entire warehouse network. This powerful reporting tool enables you to analyze inventory levels, costs, and trends with flexible filtering and grouping options, supporting strategic decision-making and operational efficiency improvements.

Stock Summary Report

To access the Stock Summary Report:

  1. Click Inventory in the left sidebar menu
  2. Click Reports → Stock Summary
  3. Or use direct URL: https://main.smartb.co/action?name=report_stock_summary

Key Features

Report Parameters

Date Range Selection: - From - Start date for the reporting period (required) - To - End date for the reporting period (required) - Date picker interface for easy selection - Support for historical and current data

Product Filtering: - Product - Select specific products for analysis - Master Product - Group by master product categories - Product Code - Filter by specific product codes - Product Category - Filter by product categories - Product Company - Filter by product manufacturer - Product Brand - Filter by brand designation

Location and Container Options: - Location - Filter by warehouse locations - Container - Filter by storage containers - Lot/Serial Number - Filter by specific lots or serials - Tracking - Include tracking category information

Display Options

Data Elements: - Show Lot/Serial Number - Include lot/serial traceability - Show Container - Display container information - Show Secondary Qty - Include alternative unit quantities - Only Show Closing - Display only end-of-period balances - Show Images - Include product images in report - Show Product Description - Add detailed product descriptions

Additional Information: - Show Tracking - Include expense tracking details - Defect Remarks - Show quality control notes - Joint Remarks - Display combined comments - Hide Cost - Exclude cost information from display - Show Area - Include area measurements

Export and Processing

Report Generation: - Run Report - Generate the report based on selected parameters - Export XLS (New) - Export data to Excel format - Support for various file formats - Scheduled report delivery options

Report Content and Analysis

Standard Report Columns

When generated, the report typically includes:

Column Description
Product Code Unique product identifier
Product Description Product name and details
Location Storage location
Opening Balance Inventory at period start
Receipts Total inbound quantities
Issues Total outbound quantities
Transfers In Quantities received from transfers
Transfers Out Quantities sent via transfers
Adjustments Stock count adjustments
Closing Balance Inventory at period end
Cost Amount Total value of inventory

Optional Columns (Based on Selection)

Lot and Serial Information: - Lot/Serial numbers for each transaction - Manufacturing and expiration dates - Lot-specific balances and movements

Container Details: - Primary and secondary container assignments - Container capacity and utilization - Container movement history

Quality and Tracking: - Quality control remarks - Defect tracking information - Expense tracking categories

Common Use Cases

Monthly Inventory Review

  1. Set date range to previous month
  2. Leave product filters blank for all products
  3. Select relevant locations
  4. Enable cost display options
  5. Generate report for management review

Product Performance Analysis

  1. Select specific product categories
  2. Set appropriate date range (quarterly/annual)
  3. Enable lot tracking if applicable
  4. Include product descriptions
  5. Export to Excel for detailed analysis

Location Utilization Review

  1. Filter by specific warehouse locations
  2. Include container information
  3. Set date range for analysis period
  4. Enable area calculations
  5. Review space utilization metrics

Cost Analysis and Valuation

  1. Select high-value product categories
  2. Include cost information
  3. Set reporting period for valuation
  4. Enable tracking categories
  5. Generate for financial reporting

Compliance and Audit Support

  1. Enable all traceability options
  2. Include lot/serial information
  3. Show defect and quality remarks
  4. Set comprehensive date range
  5. Export detailed documentation

Advanced Features

Flexible Grouping

Product Grouping: - Group by product category - Consolidate by master product - Organize by brand or manufacturer - Custom grouping criteria

Location Grouping: - Organize by warehouse - Group by storage zones - Consolidate by location type - Multi-level location hierarchy

Comparative Analysis

Period Comparisons: - Month-over-month analysis - Year-over-year comparisons - Seasonal trend identification - Growth rate calculations

Location Comparisons: - Cross-location performance - Distribution efficiency analysis - Location profitability review - Optimization opportunities

Data Export and Integration

Excel Integration: - Formatted Excel reports - Chart and graph generation - Pivot table ready data - Dashboard integration

Business Intelligence: - Data warehouse feeds - API integration options - Automated report delivery - Custom dashboard creation

Best Practices

Report Configuration

  • Specific Date Ranges - Use precise periods for accurate analysis
  • Relevant Filters - Apply appropriate product and location filters
  • Consistent Parameters - Use same criteria for comparative reports
  • Regular Schedule - Generate reports on consistent schedule

Data Analysis

  • Trend Identification - Look for patterns over multiple periods
  • Exception Analysis - Focus on unusual variances or activities
  • Cross-Reference - Validate with other reports and data sources
  • Action Planning - Use insights for operational improvements

Performance Optimization

  • Filter Usage - Use filters to reduce data volume and improve speed
  • Off-Peak Processing - Schedule large reports during low-usage periods
  • Export Strategy - Use Excel export for detailed analysis
  • Archive Management - Regularly archive old report data

Troubleshooting

Report Generation Issues

No Data Returned: - Check date range selections - Verify product and location filters - Ensure selected criteria have data - Review user access permissions

Performance Problems: - Narrow date ranges for large datasets - Apply specific product or location filters - Schedule reports during off-peak hours - Contact administrator for system optimization

Data Accuracy Concerns

Missing Transactions: - Verify all transactions are posted - Check for pending or draft documents - Review system cutoff procedures - Validate data completeness

Incorrect Calculations: - Verify cost calculation methods - Check unit of measure conversions - Review adjustment transactions - Confirm system configuration

Tips

  • Regular Generation - Create standard reports on regular schedule
  • Template Usage - Save common parameter sets as templates
  • Export Analysis - Use Excel for advanced calculations and charts
  • Trend Analysis - Compare multiple periods for trend identification
  • Documentation - Maintain records of report purposes and findings