Read the five reports

See what you hold and what it is worth

Why this step

The headline report: quantity and value, at a date. Run it at month end against the balance sheet figure, and any gap between the two is a conversation worth having before the auditor has it for you.

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What this does

Inventory › Reporting › Stock is the one-line-per-product answer to "what do we hold and what is it worth": on-hand and free quantities, what is coming and going, the unit cost and the total value — live figures, computed the moment you open the screen, with drill-downs into every number.

The whole Reporting menu is for stock managers — if you cannot see it, that is the reason, not a bug.

Before you start

The Inventory Manager role.
Honest Cost fields: everything here is standard-costed, so Unit Cost and Total Value are exactly as good as the maintained costs.

Steps

The Stock report: one line per product with on-hand, free-to-use, incoming, outgoing, unit cost and total value, the category panel on the left and the Inventory at Date button

01
Open Inventory › Reporting › Stock. It lists every storable product, unfiltered.
02
Narrow from the left Category panel, or with the filters — Available Products (only what has stock) and Negative Forecasted Quantity are the useful two.
03
Read the columns: On Hand, Free to Use (on hand minus reserved), Incoming, Outgoing, Unit Cost and Total Value. The quantities and Total Value carry column totals; Unit Cost does not — a summed unit cost would mean nothing.
04
Drill into any figure: On Hand opens the product's counting lines, Unit Cost its cost history, Total Value the valued incoming moves behind the number (with remaining quantity and value per receipt).
05
Use the row-end buttons to jump to the product's History (its moves), Replenishment, Locations (multi-location users) or Forecast.
06
For a balance-sheet date, press Inventory at Date, pick the date and confirm — the same list re-computed as of that moment. Its Unit Cost and Total Value columns start hidden; add them from the ⚙ column picker.

The columns, precisely

Column	Meaning
On Hand	Physical quantity across internal locations. Clicking it opens the product's Physical Inventory lines.
Free to Use	On hand minus what transfers have reserved.
Incoming / Outgoing	Quantities on open receipts and deliveries.
Forecasted	On hand + incoming − outgoing (hidden by default — add it from the column picker ⚙).
Cost Method	The category's costing method (hidden by default) — Standard Price across this platform.
Unit Cost	The product's current cost. Its click-through, Unit Cost History, lists how the cost changed over time.
Total Value	What the holding is worth in company currency, totalled at the bottom. Its click-through, Valuation, opens this product's incoming moves that still have a remainder — reference, date, quantity, unit cost, remaining quantity and remaining value. (On FIFO categories the list shows each move's Value instead of the unit cost.)

Note

The figures are live computes, not snapshots — two managers reading at different moments can legitimately see different numbers. And under this platform's periodic valuation the report is the operational value: the accounting ledger meets it at closing, not continuously.

Troubleshooting

The Reporting menu is missing	It is gated to Inventory Managers as a whole — every report in it, not just this one.
Unit Cost / Total Value columns are absent	They are optional columns — enable them from the ⚙ column picker; they are on by default but a saved view may have hidden them.
Total Value disagrees with accounting	Expected between closings (periodic valuation), and whenever Cost fields are stale — the report multiplies quantities by the costs someone maintains.
A product is missing entirely	The report lists storable products only — services and consumables are out by definition.
The list shows greyed generic rows on a fresh database	Sample placeholder until real storable products exist.
The Locations row button is missing on some rows	It needs the multi-locations right and hides at zero quantity.

Common mistakes

Reading Total Value as the booked figure. Between closings it is the operational value; the ledger catches up at closing.
Judging shortages from On Hand instead of Free to Use — reserved stock is spoken for.
Exporting the list for a valuation date instead of using Inventory at Date, which recomputes history properly.
Forgetting the figures move as you read them — for a signed-off number, fix the date with Inventory at Date.

Checkpoint

Your stock value on screen reconciles to the stock account in the ledger.