Stock Reports
ERPNext provides several built-in reports for stock and inventory analysis. Run from Reports → Stock.
Stock Balance
Stock Balance is the workhorse — current quantities by item and warehouse.
| Setting | What |
|---|---|
| From / To Date | Period (typically today for current state) |
| Item Group | Filter to a category |
| Warehouse | Filter to one location |
| Show Variants | Include item variants |
Output: per Item + Warehouse, Opening Qty, Inflow, Outflow, Closing Qty, and current Value.
Common uses:
- "What's in Warehouse A right now"
- "Total stock value as of last month's end"
- "Items below re-order level" (sort by Closing Qty, filter)
Stock Ledger
Stock Ledger is the audit trail — every individual stock movement for a chosen item, warehouse or period.
| Column | Meaning |
|---|---|
| Posting Date | When the movement happened |
| Voucher Type | Sales Invoice / Delivery Note / Stock Entry / etc. |
| Voucher No | The specific document |
| Actual Qty | The change (+ for in, − for out) |
| Qty After Transaction | Running balance after this movement |
| Valuation Rate | Cost per unit at this movement |
Use when investigating "why does this item show this balance" — Stock Ledger shows every single change.
Stock Aging
Stock Aging shows how long items have been sitting in stock — useful for identifying slow-moving inventory.
| Bucket | Items in stock for... |
|---|---|
| 0-30 days | Fast-moving |
| 30-60 / 60-90 / 90-180 / 180+ | Increasingly slow |
Helps decide: discount old stock, write off, or move to a clearance warehouse.
Stock Projected Qty
Stock Projected Qty shows expected future stock for each item, factoring in:
- Current stock
- Open Sales Orders (committed to ship)
- Open Purchase Orders (incoming)
- Open Material Requests
Result: "if all open orders close, what stock will I have?" — drives re-order decisions.
Item-wise Item Group Wise Sales
A pivot showing sales by Item × Item Group × Period — quick view of category and item performance.
Item Variant Details
For items with variants (size, color), shows quantity per variant — useful for fashion / catalog businesses.
Warehouse-wise Stock Balance
Stock Balance broken down by warehouse instead of item — "show me each warehouse's value side by side".
Subcontracting Reports
If you use subcontracting:
- Subcontracted Item to be Received — outstanding subcontracted items
- Subcontracted Raw Materials to be Transferred — what materials still need to go to subcontractors
Reorder Level Report
Shows items at or below their re-order level — your shopping list.
BOM Stock Report
For items manufactured from a Bill of Materials, shows component stock vs requirements — "do I have everything to make 100 units of this product?"
Custom reports
For numbers ERPNext doesn't ship: Report Builder for no-code, or ask Prilk support for a Custom Query Report.
Exporting and scheduling
All reports export to CSV / XLSX / PDF via Menu → Export. Schedule via Set → Auto Email Report:
- Daily Stock Balance to the warehouse manager
- Weekly Reorder Level to the buyer
- Monthly Stock Aging to operations
Tip — stock valuation reconciliation
Stock Balance totals (value column) should match the Stock In Hand balance on the Balance Sheet. If they don't, run Repost Item Valuation for the affected items — fixes valuation drift from out-of-order postings.