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    • Developer Guide

    Stock Movement Summary | Track Stock Ageing & Flow

    Track stock ageing, inward & outward movement, and closing balance in one report. Identify fast-moving and dead stock instantly.

    Stock Movement Summary Report

    Stock mismatch? Dead stock? Confusing inward-outward data?
    The Stock Movement Summary Report gives a clear snapshot of inventory movement and stock ageing in a single view.

    Monitor opening stock, inward, outward, and closing balance for every item.
    Quickly identify fast-moving, slow-moving, and non-moving stock to improve inventory control, purchase planning, and warehouse accuracy.

    Designed for retail, POS, and ERP inventory teams, this report helps make faster, data-driven decisions without manual stock calculations.

    Why Use the Stock Movement Summary Report

    The report helps businesses track inventory efficiently across warehouses and branches:

    • Monitor stock levels: Opening, inward, outward, and closing balances
    • Identify ageing and dead stock: Quickly spot slow-moving or non-moving items
    • Support purchase planning: Make data-driven replenishment decisions
    • Simplify inventory audits: Ensure accurate stock reconciliation
    • Analyze product demand trends: Understand which products move fast or slow

    Using this report enhances warehouse performance, reduces stock errors, and improves inventory decision-making.


    How to Access Stock Movement Summary in O2VEND

    Navigation Path:
    O2VEND Backoffice → Reports → Inventory Reports → Stock Movement Summary

    The interface is structured for quick access to report tools, filters, and data grids.

    Stock Movement Summary Report


    1️⃣ Options Section

    The Options section allows quick management of key actions:

    • As On Date: Sets the reference date for stock calculation; ageing and movement data are computed accordingly
    • Branch / Warehouse Selector: Filter stock movement for a specific branch or warehouse
    • Export All Button: Download the full report in Excel or PDF for offline analysis
    • Configure Button: Customize report layout, visible columns, and display settings

    2️⃣ Product Filters

    Filters help focus on specific items:

    • Product Search: Search by product name, SKU, or GTIN
    • Brand Filter: Display stock movement for selected brands only
    • Category Filter: Narrow results by product category or subcategory

    Filters make it easier to analyze inventory trends and manage warehouse efficiency.


    3️⃣ Stock Data Grid

    The Stock Data Grid shows inventory in tabular format.

    Product Details

    • Product Name – Identifies each item
    • Brand Name – Provides brand segmentation
    • Category Name – Groups products by category for analysis

    Ageing Analysis

    Stock is segmented into ageing buckets:

    • 0–30 Days
    • 30–60 Days
    • 60–90 Days
    • >90 Days

    Each bucket shows:

    • Opening Stock – Inventory at the start of the period
    • Inward Stock – Quantity added
    • Outward Stock – Quantity issued or sold
    • Closing Stock – Inventory remaining

    This helps identify fast-moving, slow-moving, and obsolete inventory, optimize replenishment, and improve warehouse performance.


    How to Track Inventory

    1. Open the Stock Movement Summary screen
    2. Select the As On Date
    3. Choose the relevant Branch
    4. Apply optional filters: Product Name, Brand, or Category
    5. Review stock levels across ageing buckets

    The system automatically calculates stock movement and ageing, providing real-time insights into inventory flow.


    Understanding Stock Values

    • Positive Values: Available stock
    • Negative Values: Stock adjustments or pending corrections
    • Zero Values: No stock movement during the period

    Repeated zero or negative stock in >90 Days indicates slow-moving or obsolete inventory needing attention.


    Benefits of the Stock Movement Report

    • Track Ageing Inventory – Quickly identify slow-moving or stagnant products
    • Plan Replenishment – Highlight fast-moving items for timely procurement
    • Detect Overstock – Prevent excess stock and reduce carrying costs
    • Audit & Compliance – Maintain accurate stock records for verification

    Operational Benefits

    • Higher inventory turnover
    • Lower carrying and holding costs
    • Efficient warehouse utilization
    • Improved supply chain and procurement planning
    • Better financial forecasting

    Related Reports

    • Ledger Report – Track account-level entries
    • Day Book – Daily transaction summary
    • Cash Book Report – Track daily cash accurately
    • Outstanding Report – Monitor receivables & payables
    • Receipt Report – Track all receipts for sales & payments
    • Sales Book – Monitor daily sales transactions
    • Location Summary – Overview of stock per location

    Optimize Warehouse & Inventory with O2VEND

    Get real-time stock visibility, track ageing, and generate GST-ready inventory reports effortlessly.

    Start Free Trial Login to Dashboard
    ✅ Track Stock Movement Live – Try Free
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