Inventory Status Reports Guide

How to use item list, stock status, reorder, stock aging, and dormant-stock reports to understand item status and stock position in QBM.

Inventory & POSReportsEnd-User Guide

Overview

Inventory status reports answer questions such as: Which items exist, what is on hand, which items are below reorder level, which stock is aging, and which products have become dormant.

Good approach: Use item and stock-status reports for the current position, then move to aging or dormant-stock reports when you want to review stock quality and movement risk.

Where to find it

Path: Reports > Inventory.

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
Items List ReportReview the main product list and item reference information.
Items Cost List ReportReview item cost information.
Items Price List ReportReview item selling prices.
Items by Category ReportReview items grouped by category.
Items Stock Status List / Items Stock Status List by StoreReview on-hand position overall or by store.
Items Stock Status History ReportReview how stock status changed over time.
Items Reorder Level Report / Items Reorder Level by Store ReportIdentify items that should be reordered.
Inventory Aging Summary ReportReview how old the current stock is.
Inventory Aging and Turnover ReportReview stock age together with turnover performance.
Dormant Inventory ReportIdentify stock that is not moving.
Pending Items Report / Pending Items Details ReportReview items with pending quantity or pending fulfillment position.

Common Filters

Field Or OptionWhat It Means
Item / CategoryFocus the report on selected products or product groups.
StoreReview stock at a specific location.
Show Inactive ItemsInclude inactive products when a full stock review is needed.
Show Positive / Zero / Negative QuantityControl which stock positions appear in stock-status reports.
Calculate Subunits / Decimal SubunitsUseful where items are managed in subunits and decimal-based quantities.

Best Practice

  • Use stock-status reports for operational control.
  • Use reorder-level reports for replenishment planning.
  • Use aging and dormant-stock reports for slow-moving stock review.
  • Use by-store reports whenever stock responsibility is branch-based.
Important: If on-hand quantities look incorrect, review inventory movement and transaction reports before changing master data.