Incoming Inventory
Inventory In documents (stock-ins outside purchasing: opening stock, donations, found items) with products, quantity, COGS, and value.
Questions It Answers
- What stock was brought in without a purchase this month, and what is it worth?
- Which documents brought in a given product?
- What opening inventory value was entered when the system went live?
Filters
| Filter | What it does |
|---|---|
| Transaction Date | Date range of the documents. Empty means the whole history - slow on years of data, so always fill it. |
| Product Code | One product only - handy for tracing the history of a single item. |
| 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 Group | One group from the Product Group master. |
How To Read It
One row per product per document: Number, Invoice (document number), Product Name, Quantity, Unit, Serial Number, Expiration Date, Cost of Goods Sold (per-unit COGS used by the document), Subtotal (quantity x COGS), Memo.
Source: approved Inventory In form documents (when the approval workflow is on).
Why The Numbers May Differ
- Purchases, sales returns, and production output are not here even though they add stock - each has its own report.
- Unapproved documents are absent and have not changed stock yet.
- The Product Code and Product Group filters limit rows, not documents.
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 / Incoming Inventory
/report/repinventoryin