Reports
Overview
The Reports section provides six downloadable PDF reports covering the key dimensions of inventory health. Each report takes the same live data powering the Dashboard analytics and formats it as a printable, shareable PDF document — ready for management meetings, audits, or procurement reviews.
All reports follow the same workflow:
Location scope — every report can be scoped to a specific location in your hierarchy. Select a location from the tree picker to include only that location and all its sub-locations. Leave it on All locations for a company-wide view.
The reports are found under Inventory Management → Reports in the left navigation.
Inventory Valuation
Question answered: How much is our inventory worth right now, and where is the money concentrated?
This report is the financial backbone of your inventory. It shows the total monetary value of stock on hand broken down by category — essential for balance sheet entries, insurance assessments, and capital allocation decisions.
How value is calculated
Each item's contribution depends on its assigned costing method:
Filter parameters
| Parameter | Default | Description |
|---|---|---|
| Location | All locations | Scope valuation to a specific location or subtree |
Report content
The PDF shows a summary block and a category breakdown table:
| Column | Description |
|---|---|
| Category | The item category |
| Items | Number of distinct items with stock in this category |
| Value | Total monetary value of all stock in this category |
| % Total | This category's share of total inventory value |
Running the report company-wide shows where capital is concentrated:
| Category | Items | Value (AED) | % Total |
|---|---|---|---|
| Finished Perfumes | 12 | 206,341.31 | 54.1% |
| Raw Materials & Ingredients | 25 | 147,684.50 | 38.7% |
| Packaging & Components | 11 | 25,970.00 | 6.8% |
| Lab Equipment | 2 | 1,675.00 | 0.4% |
| Total | 50 | 381,670.81 | 100% |
Raw materials hold 38.7% of inventory capital despite being inputs, not sellable goods. Al Baraka's finance team uses this to decide whether to reduce order sizes and free up working capital.
Inventory Aging
Question answered: How long has our stock been sitting, and are we holding too much old inventory?
Old stock is a silent cost — it ties up cash, occupies warehouse space, and risks becoming obsolete or expired before it can be used or sold. The Aging report surfaces this risk by grouping every cost layer into time buckets based on its purchase date.
How aging buckets work
Each layer is assigned independently — a single item can have some fresh layers from a recent purchase and some critical layers from an old one sitting undepleted at the back of the shelf.
Filter parameters
| Parameter | Default | Description |
|---|---|---|
| Location | All locations | Scope to a specific location or subtree |
| Max items | 20 | Cap on the number of items included in the breakdown |
Report content
Per item, the report shows how much quantity and value sits in each age bucket. Items are ranked by the value in the oldest bucket to bring the highest-risk, highest-value old stock to the top.
Bulgarian Rose Essential Oil (EO-FLORAL-001) appears in the Critical bucket with 0.5 L valued at AED 1,250 — purchased in January and never consumed. The procurement team investigates and finds it was over-ordered due to a safety-stock miscalculation. They adjust future reorder quantities.
Stock Turnover
Question answered: Are we selling or using our inventory fast enough relative to what we're holding?
Stock turnover measures the efficiency of your inventory — how many times your average stock is fully cycled through within a year. A high ratio means lean, fast-moving stock. A low ratio means capital is sitting too long before becoming revenue or production input.
How it is calculated
Interpreting the ratio:
| Ratio | What it means | Typical action |
|---|---|---|
| High (e.g. 12+) | Stock cycles monthly — lean and efficient | Maintain current levels; watch for stockouts |
| Moderate (4–12) | Stock cycles quarterly to monthly — acceptable for most goods | Monitor and compare to industry benchmarks |
| Low (1–4) | Stock turns over less than quarterly | Investigate slow demand; consider reducing order sizes |
| Very low (< 1) | More inventory than annual sales — capital trap | Review pricing, promotions, or discontinuation |
Filter parameters
| Parameter | Default | Description |
|---|---|---|
| Location | All locations | Scope to a specific location or subtree |
| Lookback months | 12 | Period over which COGS is calculated |
| Max items | 50 | Cap on number of items in the report |
Report content
Per item: item number, name, COGS over the lookback period, average inventory value, turnover ratio, and days of supply. Items are ranked by turnover ratio (lowest first) to show the slowest-moving stock at the top.
Running a 12-month lookback, the DIFF-COLD-001 (Commercial Cold Air Diffuser) shows a turnover ratio of 0.8 — meaning Al Baraka holds more diffuser stock than they sell in a year. The sales team launches a bundle promotion to move units faster before the next order is placed.
ABC Analysis
Question answered: Which items deserve the most attention, and which can be managed with lighter controls?
ABC Analysis is a Pareto-based classification that sorts every item by its share of total consumption value (what was consumed or sold, not just what is held). A small number of items almost always account for the majority of consumption value — these are the ones where tight control pays off most.
How items are classified
| Class | Cumulative consumption share | Typical % of items | Recommended control |
|---|---|---|---|
| A | 0 – 80% | ~20% of items | Tight stock control, frequent cycle counts, safety stock |
| B | 80 – 95% | ~30% of items | Standard controls, periodic review |
| C | 95 – 100% | ~50% of items | Simple replenishment, bulk ordering, minimal oversight |
Filter parameters
| Parameter | Default | Description |
|---|---|---|
| Location | All locations | Scope to a specific location or subtree |
| Lookback months | 12 | Period used to calculate consumption value per item |
Report content
A ranked table of all items with consumption value, cumulative percentage, and A/B/C class. The report also shows summary counts — how many items fall in each class and their combined value.
After running the 12-month lookback:
- Class A (5 items): Perfumers Alcohol, Bulgarian Rose Oil, Glass Bottles 50ml, Oud Wood Oil, Golden Amber EDP 100ml — together these account for 80% of all consumption value
- Class B (8 items): Caps, boxes, secondary raw materials
- Class C (37 items): Labels, sample vials, niche ingredients used sparingly
Al Baraka schedules monthly physical counts for Class A items and quarterly counts for Class B. Class C items are replenished by simple min/max rules with no manual oversight.
Reorder Report
Question answered: Which items need to be restocked now, and how much should we order?
The Reorder Report identifies every item that has fallen below its minimum threshold and calculates a data-driven suggested reorder quantity based on recent consumption. It turns the threshold alerts from the dashboard into an actionable procurement list.
How consumption and reorder quantity are calculated
Filter parameters
| Parameter | Default | Description |
|---|---|---|
| Location | All locations | Scope to a specific location or subtree |
| Consumption lookback days | 30 | Period used to calculate average daily consumption |
| Max items | 50 | Cap on number of items in the report |
Report content
Per item: item number, name, current quantity, minimum threshold, daily consumption rate, days of stock remaining, and suggested reorder quantity. Items are sorted by days remaining (fewest first) — the most urgent items appear at the top.
Only items with a minimum threshold set in On-Hand Inventory appear in this report. Items without a threshold are not evaluated for reordering.
Running the report scoped to Main Warehouse with a 30-day lookback reveals:
| Item | Current qty | Threshold | Daily consumption | Days left | Suggested order |
|---|---|---|---|---|---|
| Perfumers Alcohol | 20 L | 200 L | 8.5 L/day | 2.4 days | 300 L |
| Glass Bottle 50ml | 180 pcs | 500 pcs | 22 pcs/day | 8.2 days | 480 pcs |
Al Baraka's purchasing team uses this report every Monday morning to raise purchase orders before any item hits zero.
Dead Stock
Question answered: What inventory has stopped moving, and how much capital is it tying up?
Dead stock is inventory that has not had any outflow (sale, consumption, or movement out) within a defined idle period. It is a double cost: the capital remains frozen in unsellable or unused stock, and it occupies storage space that could hold active inventory. Finding it early allows the business to take corrective action — promotions, write-offs, or supplier returns — before value deteriorates further.
How idle stock is classified
Filter parameters
| Parameter | Default | Description |
|---|---|---|
| Location | All locations | Scope to a specific location or subtree |
| Idle days | 60 | Minimum days without outflow to qualify as dead stock |
| Max items | 50 | Cap on number of items in the report |
Report content
Per item: item number, name, last movement date, idle days, current quantity, carrying value, and risk classification. Items are ranked by carrying value (highest first) to surface the most financially significant dead stock first.
Running with idle days = 90 flags:
| Item | Last movement | Idle days | Qty | Value | Risk |
|---|---|---|---|---|---|
| DIFF-COLD-001 Large Diffuser | 15 Jan 2026 | 187 days | 3 pcs | AED 4,200 | Critical |
| CAP-GOLD-003 Vintage Cap | 10 Mar 2026 | 132 days | 500 pcs | AED 1,750 | High |
Management decides to include the diffusers in the next B2B promotion and return the vintage caps to the supplier under their returns agreement.
Working with Report PDFs
When you select Apply in the filter dialog, the PDF renders directly in the browser. From there:
| Action | How |
|---|---|
| Download | Use the Download button above the PDF viewer to save to your device |
| Use the print icon in the PDF toolbar or your browser's print function | |
| Zoom | Use + / − controls or type a zoom percentage |
Every PDF includes the generation date and time in UTC — so when you share or file a report, the reader always knows exactly when the data snapshot was taken.