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Inventory reports

Utilize inventory reports for detailed insights on stock levels, movements, and valuation to optimize inventory management.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Inventory reports offer comprehensive analytics on stock levels, movements, and valuation, helping businesses to manage their inventory. These reports provide insights into current stock status, track incoming and outgoing stock, and evaluate inventory value over time. By using these tools, companies can optimize stock management, reduce holding costs, and ensure that inventory aligns with business needs, improving overall operational efficiency.

Viewing inventory reports

Katana gives you a quick overview of stock movements for each product and material.

  1. Navigate to the Stock screen.

  2. Click on the In stock quantity of a product or material.

    Highlights clicking a field in the In stock column

  3. A stock movement report (Inventory intel) will open which displays all related documents (sales orders, manufacturing orders, purchase orders, and stock adjustments) and changes to the In stock quantity and balances after each product or material change.

    Inventory intel for a product

More advanced reporting with visuals is possible using our 3rd party integration with Easy Insight. Easy Insight is a cloud analytics platform that can connect to your inventory data. This means you can use their pre-built templates, edit existing reports or create your own.

Read more about Easy insight.


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