Inventory Report by Location
One product's balance in every division and department as of a date, with stock age and COGS value. Read "per product, then where the goods are" - the inverse of the Product Inventory report, which is read per warehouse.
Questions Answered
- Which warehouses hold product X, and how much in each?
- Which warehouse is holding old stock of this product?
- What is the total value of this product across all locations?
Filters
| Filter | What it does |
|---|---|
| Transaction Date | Stock position up to and including this date. Empty means today. |
| Division | Pre-filled from the user role's default division. A role locked to one division cannot change it. |
| Department | Limits to one department (warehouse/outlet) inside the division; pre-filled from the role default when set. |
| Product Code | One product only - handy for tracing the history of a single item. |
| Inventory Balance | Filters by the product's total balance across locations (>, <, >=, <=, between, =). |
How to Read the Result
Nested: a product row (total balance), then one row per Division / Department.
| Column | Meaning |
|---|---|
| Division, Department | Locations that ever had movement of that product, including those with a zero or negative balance. |
| Inventory Age | Days since the last stock-in at that location up to the filter date; empty if that location never received stock. |
| Balance, Unit | In minus out up to the filter date, in the product's base unit. |
| Cost of Goods Sold, Subtotal | The product's latest COGS in that division up to the filter date, and Balance x COGS; the grand total sums all locations. |
Only products whose total balance is above zero appear. A product that is out of stock everywhere does not show even if it exists in the master data.
Why Figures Can Differ
- A product with a negative balance in one warehouse but positive in another still appears (its total is > 0) - the negative row signals a transfer or sale not yet matched by stock in.
- COGS is looked up per division; departments in the same division share the same COGS.
- The totals equal Global Product Inventory for the same product; this report just breaks them down by location.
- Inventory documents not yet approved or posted are not on the stock card, so they are not counted.
Purchase Price Permission
Columns derived from COGS or purchase prices - COGS, inventory value, purchase prices and totals, and profit - appear only for roles that have the Show Purchase Price History permission in User Roles. For other roles those columns are absent from the screen, prints, and exports, and the server does not send the figures at all - they are not merely hidden by the layout.
- A missing column does not mean the data is empty. If the user should see it, turn the permission on for their role and ask them to log in again so the report layout follows.
- Custom-built reports are not protected automatically; a copy made with Duplicate in Report Designer keeps the settings of the original.
Menu Location
- Products & Inventory / Inventory Reports / Inventory Report by Location
/report/inventorybalanceloc