Stock inventory
The scheduled stock report, broken down lot by lot, for everything you hold.
What's in it
The stock inventory report lists what you're holding, broken down lot by lot — not just a total per product, but exactly how much of each lot you have. This is the report products and stock points to for that level of detail: asking a question gets you a current total, and this report is where the lot-by-lot breakdown lives.
The shape of the report
| Product | Lot | Quantity |
|---|---|---|
| [Product A] | [Lot 1] | [qty] |
| [Product A] | [Lot 2] | [qty] |
| [Product B] | [Lot 3] | [qty] |
This is the shape of the report, not a real stock count — your version will carry your own products, lots and quantities.
Needs the direct ERP connection
Stock data of any kind — a live answer or this report — isn't part of the standard connection. See connect your ERP for what each connection option covers and how to move to the direct one.
Next: overdue customer debts
See overdue customer debts for who owes you money and how much.