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General Inventory Report

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Last updated on Sep 6, 2026

📦 General Inventory Report

Export a stock snapshot for stock-take. This is not the screen you use to restock or mark items sold out.

Before you run this report: the date range is two combined date-and-time fields, Start Time and End Time (default today 00:00–23:59, format yyyy-MM-dd HH:mm). Export (PDF / XLSX), Print, and Send Email are all on the viewer toolbar — see Use the Report Viewer for click-by-click steps.

📝 Steps

  1. On web, open REPORTING in the sidebar. The native POS app does not show this menu.
  2. Set Report Category to Stock Reports.
  3. Set Report Name to General Inventory Report.
  4. Set the combined Start Time and End Time fields (yyyy-MM-dd HH:mm) if the viewer asks for them, then wait for the preview.
  5. Use the snapshot to count on-hand quantity and see which items are available versus sold out.
  6. Print, export PDF or Excel, or email from the viewer toolbar.

💡 Tip: To add stock, run Stock Adjust, or toggle Sold Out / Available, open MANAGEMENT → Inventory. This report does not change stock levels.