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View Product Stock Report

Track product movement across invoices, purchases, and adjustments — with real-time visibility into quantity, transaction type, and stock history.

🔐 Access Control

  • Only Admin users or staff with report permissions can view product stock
  • From the Dashboard, use the side menu to navigate: Accounting → Report → Product Stock

🧭 Step-by-Step: View Product Stock

1️⃣ Access the Report

  • Navigate to the Product Stock section
  • The report will load automatically with recent transactions

2️⃣ Review Table Columns

Each row displays:

  • Date: When the transaction occurred
  • Product Name: Item involved (e.g. Green Mango)
  • Quantity: Number of units added or removed
  • Type: Transaction type (e.g. Invoice, Purchase, Adjustment)
  • Description: Context or reference (e.g. 1 quantity sold in invoice #INV000002)

Use the search bar to filter by product name, type, or reference.

🔍 Filter & Navigate

  • Use the entries per page dropdown to adjust how many rows are visible
  • Use the search field to locate specific products or transactions
  • Pagination controls allow you to browse older entries

✅ Best Practices

  • Review stock movement weekly to monitor inventory health
  • Use clear product naming conventions for searchability
  • Cross-reference with invoice and purchase records for reconciliation
  • Flag unusual quantity changes for manual review
  • Use sector-fit product labels (e.g. Cleaning Fluid, Care Home Bedding, Logistics Pallet) for clarity

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