Under the Stock tab, use Reports to find useful information like Received Invoices, Received Stock Items and Stock on Hand levels.
You need Stock permission to view this page. If you don't have access, ask someone with Manager permissions to update your access.
You'll need to be receiving purchase orders in Loaded before this page will have any information.
Received Invoices Report
This report shows all invoices and credits received for each supplier over a specified time period. The default is to show all data from the current week.
To access, head to Stock → Reports → Received Invoices
In the top right under the date, click Select to set the time period you'd like to generate the report for, then click Apply
From here, you can:
Click the invoice number to open that specific invoice
Click 'View Statement(s)' to see a statement from a specific supplier
Export to your accounting system, or
Open a printer-friendly version
Received Stock Items Report
This report shows all stock items received over a specified time period. The default is to show all data from the current week.
To access, head to Stock → Reports → Received Stock Items
In the top right under the date, click Select to set the time period you'd like to generate the report for, then click Apply
From here, you can:
Filter by 'Stock Received Date' or 'Invoice Date'
Export a printer-friendly version
See the number of orders, quantity, unit, unit cost and total cost per stock item
Use the arrow next to a stock item to see each invoice or credit it was on over the specified period, or click Expand All to see the purchase orders associated with each item — you can then click the invoice number to open that specific invoice
Click Show Unpurchased Items for a list of all items in your stock system — ones that have been ordered are highlighted blue
Stock on Hand Report
The Stock on Hand report can be used at any point in time to give you a calculated amount of food, beverage or other stock on hand. For this information to be accurate, you need your POS item links created, a stocktake completed, and all purchase orders/credit requests marked as received.
To access, head to Stock → Reports → Stock on Hand
Use the dropdown to select which template you'd like to generate the report for
Select the date you want to run the report for — you can even run it for a date in the past
The report pulls through to the current day and time, organised in the same order as your stocktake templates with stock items and their count by unit listed on the left-hand side
A closer look at each column:
Closest Count uses the closest stocktake to the day you're running the Stock on Hand report for
Received shows the quantity of this item received on any invoices or credits since the count date
Calculated Usage shows all sales processed through the tills since your most recent stocktake
Quantity on Hand lists the estimated quantity of stock on hand (by unit): Closest Count plus Received, less Calculated Usage
Value on Hand lists the estimated quantity of stock on hand (by dollar value): Quantity on Hand × latest price for the stock item at the date of the report
You can see the exact details of each value by clicking on the number.