Current stock report (v2)
Disclaimer
This article is only for the latest version of Zenoti Reports. Do not compare the data in this version with the data in the previous version.
Caution
You can see this report on the dashboard only if your business has enabled the Edit Lock (90 days) setting.
At the organization or center level, click the Reports icon.
On the Reports page, search for and select the Current Stock report.
If the report has many columns, scroll horizontally to the right or left to view all columns.
To view specific data on the report, select the desired filters. For more information, refer to report features on Zenoti.
Click Refresh.
If you generate the report for over a year, click the Email button.
Inventory managers can use this report to view the total on-hand stock a center has at a given point in time. Based on the stock availability and the center's requirement, they can raise purchase orders to vendors and transfer orders to their head office.
This report helps to calculate the on-hand stock value based on the perpetual average cost, the latest procurement price, and the configured price.
If the product has multiple vendors, the vendor from which the latest lot was ordered, and a delivery (partial or full) was taken will be considered for calculation. If there are no orders placed the last entered vendor cost will be considered.
Note
Perpetual average cost calculation is acceptable for financial reporting purposes in the US under Generally Accepted Accounting Principles (GAAP).
Column | Description |
Product Type | Type of the product If a product is marked as both retail and consumable, you can see two separate entries: one for retail and the other for consumable. |
Vendor | Vendor associated with the product |
Purchase price | Purchase price of the product listed by the vendor |
Avg Price (Perpetual) | Perpetual average cost of the product for the transaction |
Configured purchase price (incl discount) | The purchase price of the product configured in the master, including any discounts that were applied. |
Stock cost (Perpetual average) | Value of products based on perpetual average valuation method. |
Stock cost (configured price incl discount) | The value of the product in stock, based on the configured purchase price including discounts. |
Mapped Vendors | This column shows the vendors associated with a product. If multiple vendors are mapped, their names appear on hover. When exported, the vendor names are listed as comma-separated values. To view this column, enable it in the report settings. Refer to Customize a report view to learn how. . You also need to enable it from Show/Hide Columns by checking the box next to Mapped Vendor. |
Last procured price | The price at which the product was last procured. It considers any addition to inventory which can be a purchase order, transfer order, adjustment, or audit |
Stock cost (latest procurement price) | The cost of the product in stock, based on the price at which the product was last procured. |
You can group products in the Current stock report by Center Name, Product Name, Brand, Business Unit, and Vendor.