Purchasing and inventory reports
Trace an item's movements with the item card
The item card lists every stock movement of one item in a period, with the balance before the period, a running balance after each movement and the final balance.
2 min readLast updated
In this article
When the system shows one quantity and the shelf shows another, the item card tells you what happened. It is the stock ledger of a single item: every purchase, sale, return, transfer and adjustment, in order, with the balance after each one.
Steps
Open Reports & Analytics › Item Reports › Item Card.
In Item ID, search for and choose the item. It is required; until you choose it the screen shows Select the required filter to run this report.
Set the period in From and To.
Optional: choose a Warehouse to follow one location. Empty means all warehouses.
Optional: in Unit, choose Default unit or Biggest unit. Quantities are converted to that unit.
Select Apply.
How to read it
Column | Meaning |
|---|---|
Date | When the movement happened. |
Item, Branch, Warehouse | Which stock moved, and where. |
Movement type | The kind of movement, such as a sale, a purchase, a return or a transfer. |
Unit, Qty | The quantity of the movement: positive when stock comes in, negative when it goes out. |
Balance | The quantity on hand after the movement. |
Created by | The user who recorded it. |
Two lines under the table frame the period: Previous balance, the quantity on hand before From, and Final balance, the quantity after the last movement.
Find the cause of a difference
Run the card from the date of the last correct count to today.
Check that Previous balance matches that count.
Read down the Balance column and look for the line where it stops matching reality: a sale recorded in the wrong warehouse, a transfer not received, or a quantity entered in the wrong unit.
Once found, correct it at the source, or adjust the quantity and review it in the stock count report.
Export
Use Export Excel or Export PDF to keep the card with your count records.