Printed from https://zeropos.shop/help/stock-reports
Stock reports: what sells, what sits and where it went
The reports behind stock decisions: what each product sold, what isn't selling and what it's worth, every stock movement, and what your counts found missing.
Owners can change what each role may do.
The Stock band of the Reports hub holds the reports behind most stock decisions. Each has the same bar: dates, filters, Group by and Export CSV.
When to use it
To decide what to reorder, discount or stop selling. To count stock: Blind stock-take: count your shop's stock; to order it: Order from a supplier and receive it.
Before you start
- By default the owner, administrators and managers can open Reports. Columns at cost show only to people allowed to see cost prices, managers included by default.
Steps
Find what isn't selling
- Step 1
Open INSIGHTS › Reports and tap Stock Ageing, under Stock.
- Step 2
Read from the top: products that never sold come first, then those unsold longest (Days since sold).
- Step 3
Check On hand and what it is worth: Value at retail, and Value at cost.
- Step 4
Compare Sold in period with Sell-through: how much of what you had sold in the dates you picked.
- Step 5
Set Status to Inactive to see the products you deactivated: the stock they still hold, and what it is worth.
See what sold
- Step 6
Back on the hub, tap Products: the units Sold and Refunded of each product, with its Net revenue and Margin.
- Step 7
Set Group by to Category for what each category sold, or to Location to compare shops.
- Step 8
Read Testers, Defective, Purchased and Stock adjustments to see what else moved each product.
Find where stock went
- Step 9
Tap Stock Movements: every change of stock, grouped by Movement type to start with.
- Step 10
Read Units in, Units out and Net units for each type, from Sale to Manual adjustment.
- Step 11
Tap Stock-take Variance for what your counts changed in stock: Shortage units and Surplus units, and their value at cost.
- Step 12
Set Group by to By product to spot the same product going missing count after count.
- Step 13
Read Δ waiting and Δ left out, the last two columns: what counts found that never reached stock, on a count not validated yet or a line its validation left out (Blind stock-take: count your shop's stock).
What happens next
- Nothing changes: these reports only read your stock and sales.
- To act on what you find, count with Blind stock-take: count your shop's stock, correct one product with Correct stock by hand (Stock adjust), write stock off with Mark tester or damaged or order more with Order from a supplier and receive it.
- Export CSV downloads any of them, for example the stock value for your accountant (Export your figures for your accountant).
Today's stock, whatever the dates
On hand and its value are what each shop holds now; the dates only decide Sold in period. Export it on the day you need the figure, such as the last day of the year.
Value at cost uses each product's cost price today, and Value at retail its price.
Treatments and gift cards hold no stock, so Stock Ageing leaves them out.
Questions
What counts as never sold?
Good to know
- Tap a column heading to sort by it: Value at cost shows where the most money is sitting still.