Reports — User Guide
Module: Warehouse
Audience: Warehouse managers, finance staff, inventory controllers
Version: 1.0.0
Last updated: 2026-07-22
Overview
Warehouse → Report opens a tabbed reporting area with four reports:
- Stock summary report — opening balance, movements, and closing balance for a date range
- Inventory Analytics — compare item sale price, purchase price, and weighted average inventory cost
- Inventory valuation report — value on-hand stock and expected profit for a period
- Warranty period report — track customer deliveries approaching or past guarantee expiry
Prerequisites
- Permission: Warehouse → Report → View (
wh_report). - Master data: Items, warehouses, and posted stock movements should exist before period reports return meaningful numbers.
- Settings (analytics): Admin may configure how profit rate is calculated under Warehouse → Settings (
profit_rate_by_purchase_price_sale).
Stock summary report
- Go to Warehouse → Report (opens Stock summary by default).
- Select warehouse and/or commodity filters (optional).
- Set from date and to date (defaults: last 7 days through today).
- Click Filter to load the table.
- Use the PDF menu to download PDF or Excel.
Expected result: Per-item opening quantity/amount, receipts and issues in the period, and closing quantity/amount, plus totals.
Inventory Analytics
- Open the Inventory Analytics tab.
- Optionally enter exchange profit margin differences (numeric filter), choose commodity and warehouse.
- The table loads automatically when filters change.
Expected result: Each row shows list price, purchase price, average inventory cost, actual profit rate, and margin difference (green when positive, red when negative). Click the item name to open item detail.
Inventory valuation report
- Open the Inventory valuation report tab.
- Select warehouses and the date range.
- Click Filter.
- Use the export menu to download Excel.
Expected result: On-hand quantity, rates, purchase price, amounts sold/purchased in period, and expected profit per item.
Warranty period report
- Open the Warranty period report tab.
- Filter by commodity, customer, warranty expiry date, and/or status (within warranty / expired).
- Review the table; expired lines appear in red.
- Use the PDF menu to print or download.
Expected result: Each row links to the source goods delivery with customer, quantity, lot/serial, and guarantee end date.
Field reference (common filters)
| Filter | Reports | Description |
|---|---|---|
| Warehouse | All except warranty (primary) | Limit to selected storage locations |
| Commodity | All | One or more items |
| From / To date | Stock summary, valuation | Reporting period |
| Profit margin difference | Inventory Analytics | Numeric threshold on margin gap |
| Customer | Warranty | CRM client |
| Warranty expiry date | Warranty | Show deliveries with guarantee on or before this date |
| Status | Warranty | Within warranty vs expired |
Common issues
| Symptom | Likely cause | What to do |
|---|---|---|
| Report menu missing | No Report View permission | Request Warehouse → Report → View |
| Empty stock summary | No movements in period or filters too narrow | Widen dates; clear warehouse/commodity filters |
| Analytics row missing | Item has no stock in selected warehouse | Clear warehouse filter or pick correct warehouse |
| Valuation numbers unexpected | Ledger vs item master mismatch | Cross-check Warehouse history for the same period |
| Warranty report empty | Deliveries lack guarantee period on lines | Ensure goods delivery lines have guarantee data |
| PDF redirect error | Known bad redirect path when form empty | Re-open Warehouse → Report and retry with filters set |
| Wrong warehouse scope | Reports do not auto-limit to your assigned warehouses | Manually select warehouses you are allowed to see |
Related features
- Warehouse → Warehouse history (movement audit)
- Warehouse → Items (master prices and profit ratio)
- Warehouse → Stock export (source for warranty data)
- Warehouse → Settings (profit calculation mode)