Inventory Movement Reports Guide

How to use inventory flow, transaction, ledger, adjustment, transfer, and item-history reports to understand how stock moved in QBM.

Inventory & POSReportsEnd-User Guide

Overview

Movement reports answer the question: What happened to inventory? They are used for stock investigation, reconciliation, audit support, and operational review.

Good approach: Start with summary or flow reports, then move to detailed transaction or ledger reports when you need the supporting movement lines.

Where to find it

Path: Reports > Inventory > Inventory Activities Summary / Detail.

Use this path from the main QBM window. If the command is not visible, confirm that the user has access to the related module and permission for that screen.

Reports Covered

ReportUse It For
Inventory Detail ReportReview stock movement and position in a detailed item-oriented layout.
Inventory Flow Report / Inventory Flow Summary ReportReview how items moved in and out over a period.
Inventory Transaction Report / Inventory Transaction Summary ReportReview inventory transactions in detailed or summarized form.
Inventory Transactions Ledger ReportReview inventory movement in ledger-style order.
Inventory Adjustment ReportReview stock adjustments and their effect on inventory.
Inventory Transfer Report / Store Product Transfer ReportReview stock transferred between locations.
Container Transactions Report / Inventory Flow by Container ReportReview movement connected to containers where container tracking is used.
Item Transaction History by Customer ReportReview item movement linked to customers.
Item Transaction History by Vendor ReportReview item movement linked to vendors.

Common Filters

Field Or OptionWhat It Means
Date / Date RangeSelect the movement period to review.
ItemFocus the report on a selected product.
StoreReview movement by location.
Transaction TypeLimit the report to a certain kind of stock movement.
MaxLimit the number of returned rows in high-volume reports.
More FiltersOpen additional filters when deeper narrowing is needed.

Best Practice

  • Use flow reports for broad movement review.
  • Use transaction and ledger reports when you need exact supporting lines.
  • Use transfer and adjustment reports when investigating stock differences.
  • Use customer or vendor item-history reports when the question is linked to a business partner.
Important: High-volume inventory reports can return a lot of data, so use item, store, and date filters whenever possible.