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Inventory reports — valuation, movement & reorder

Know exactly what you hold, what it's worth, what's moving and what to reorder — so cash stops sitting in dead stock.

Accounting & Reports Inventory Reports ~5 min readStock summary free · valuation Samridhi+
Inventory Reports screen in MGH Books
Inventory Reports screen

Read this first

  • Stock valuation shows what your inventory is worth (for your balance sheet).
  • Movement reports show fast- and slow-movers, so you stock what sells.
  • Reorder reports tell you what to buy and when.

Step by step

  1. 1

    Open inventory reports

    Reports → Inventory

    Choose valuation, movement or reorder, and a period.

  2. 2

    Spot dead stock

    Sort by slow-movers to find items tying up cash, and plan a clearance.

  3. 3

    Plan reorders

    Use the reorder report (and low-stock alerts) to buy the right quantity at the right time.

Review slow-movers monthly and act early — dead stock is cash sitting on a shelf.

Three questions inventory reports answer

Stock is cash sitting on a shelf. These reports tell you how much, what's moving, and what to buy.

ReportAnswersUse it to
ValuationWhat is my stock worth?Feed your balance sheet; spot cash tied up
MovementWhat's selling (and what isn't)?Find best-sellers and dead stock
ReorderWhat should I buy, and when?Restock fast movers in time

Spotting dead stock before it costs you

Sort the movement report by slow movers and your dead stock rises to the top — the items quietly tying up cash and space. Catch them early and you can bundle, discount or return before they age further.

Movement report — fast and slow movers
Movement report — fast and slow movers

Smarter reordering

The reorder report combines stock on hand with sales velocity to suggest what to buy and when. Paired with per-item reorder alerts, it stops both stockouts of best-sellers and over-buying of slow movers.

Why valuation feeds your books

Stock valuation (FIFO or weighted-average) isn't just an inventory number — it's an asset on your balance sheet. Keeping purchase prices accurate keeps this value real, which keeps your accounts honest.

Review movement monthly. A ten-minute look at slow movers is the cheapest inventory decision you'll make.

Troubleshooting

Valuation looks wrong

Fix: Ensure purchase prices are recorded on purchase bills — valuation uses real costs.

A fast-seller isn't flagged for reorder

Fix: Set a reorder level on the item so alerts and the reorder report include it.

Words you’ll see (in plain English)

Valuation
The money value of your stock (FIFO/average).
Movement
How fast each item sells — fast vs slow movers.
Dead stock
Items that aren't selling, tying up cash and space.
Reorder
Buying more of an item before it runs out.

Ready to try it?

Open Inventory Reports

FAQ

Questions, answered