Stock Movement Summary Report | Retail Inventory Overview
Analyze inventory flow, track stock ageing, and optimize warehouse efficiency with the Stock Movement Summary Report.
View detailed stock ageing, inward-outward movement, and closing balances with the Stock Movement Summary Report. Improve inventory control, forecasting, and warehouse accuracy using this ERP inventory report.
The Stock Movement Summary Report provides a structured, time-based view of inventory movement across branches. It tracks opening stock, inward movement, outward movement, and closing stock for every item, helping businesses understand product flow and stock performance accurately.
Using clearly defined ageing slabs, the report categorizes fast-moving, slow-moving, and non-moving inventory, making it an essential tool for stock control, demand planning, and warehouse performance analysis.
Designed for inventory management software and ERP inventory modules, it provides deep visibility into product movement, reduces carrying costs, and improves overall inventory accuracy. By delivering a consolidated view of stock health, it supports data-driven decision-making, replenishment planning, and audit verification across all warehouse locations.
Why Use the Stock Movement Summary Report
The report helps businesses track inventory efficiently across warehouses and branches. Key purposes include:
- 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.
Report Navigation
Navigation Path:
O2VEND Backoffice → Reports → Inventory Reports → Stock Movement Summary
The interface is structured for quick access to report tools, filters, and data grids.
1. Options
The Options section at the top allows quick management of key actions:
- As On Date: Sets the reference date for stock calculation; ageing and movement data are computed based on this date
- 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
2. Product Filters
Product Filters help you quickly locate and 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
These filters make it easier to analyze inventory trends and manage warehouse efficiency.
3. Stock Data Grid
The Stock Data Grid is the core section showing 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
- Open the Stock Movement Summary screen
- Select the As On Date
- Choose the relevant Branch
- Apply optional filters: Product Name, Brand, or Category
- 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
Best Practices
- Refresh the report regularly for up-to-date stock status
- Use filters for precise analysis by product, brand, or category
- Focus on items in the >90 Days ageing range
- Export reports periodically for documentation and historical comparison
Operational Benefits
- Higher inventory turnover
- Lower carrying and holding costs
- Efficient warehouse utilization
- Improved supply chain and procurement planning
- Better financial forecasting