If you have the Stock module, here is how you can run a Stock Inventory Report.

You will find this Report in the Reporting > Inventory tab.

From the drop down menu, you can select any or all offices you would like a report from. Then, you can choose between displaying the inventory by quantities or by location/position.

If you choose to display the items by quantities, you can then decide whether you would like the report to include allocated inventory, unallocated inventory, or both.

Allocated Inventory is inventory that has been claimed by a Project, either by 'Receiving the Item on a PO' or allocating an item to a Project by a 'Pull from Stock'.

Unallocated Inventory is inventory that has been received by manual import or that is not yet allocated to a project, so is available to be sold or allocated as needed.

Once you've selected your desired filters, click Run Report to generate it. Inventory Reports provide information as of the date the report is run. You can either Print Report on paper or PDF, or Export the information to a CSV.

Items will be displayed with Quantity, Brand (manufacturer), Item (model information), Part # (if available), and Cost. The cost value is the item's cost value in your Company database the day the Report was run. (If you don't see a cost for an item, check out this article.) If you scroll to the bottom of the list of items presented, you will see the Total Value of the inventory for that report in bold.

If you opt to display the items by Location/Position, you can choose which location and/or position of the inventory you want to see.

You can select either ALL or begin typing a location name in the field and select from a dropdown menu of all available locations. If you select ALL locations, then by default, it will display ALL positions.

Once you select a location, you can then choose if you want to see ALL positions within that location, or you can begin typing the position name to further refine your results.

Once you've selected your desired filters, click Run Report to generate it. Inventory Reports provide information as of the date the report is run. You can either Print Report on paper or PDF, or Export the information to a CSV.

Items will be displayed with Quantity, Brand (manufacturer), Item (model information), Part # (if available), Location, Position, and Cost. The cost value is the item's cost value in your Company database the day the Report was run. (If you don't see a cost for an item, check out this article.) If you scroll to the bottom of the list of items presented, you will see the Total Value of the inventory for that report in bold.

Hope this helps! Any questions, don't hesitate to reach out to us in Support Chat!