Reports guide: Stock – CodexFit

This guide covers the 2 reports for stock levels and transfers. New to reports? See Run, schedule and read reports to learn how to run, schedule and read them.

Stock: Inventory

What it does: For each product variant with stock tracking, shows stock per location as at a date and time you choose, with unit price, unit cost, tax rate and total stock value at cost.

Why use it: For a stock-take or valuation at a point in time, such as month-end.

Filters

Filter	What it does	Default
As of Date/Time	Counts stock movements up to this moment	Now
Filter: Hidden/deleted	All; Exclude hidden/deleted; or Only hidden/deleted (this looks at deleted products and variants)	All

What's in the file: One row per variant per location. Columns: ID, Product Name, Variant Name, Location, Quantity, Stock Level Quantity, Unit Price, Unit Cost, Unit Tax Rate, Total Value, Total Tax.

Good to know

Total Value is Unit Cost × Quantity, so stock is valued at cost, not selling price.

Stock: Transfers

What it does: Lists stock transfers between locations, or deliveries in from outside suppliers (shown as External), created in your range, with quantities sent, received and rejected, the key dates and notes.

Why use it: To reconcile deliveries, such as which transfers to a site are still in transit or what was rejected.

Filters

Filter	What it does	Default
Filter: from location	All, External Location, or one location	All
Filter: to location	All, or one location	All
From / To	Range of transfer creation dates	One week ago to today
Status	All, Accepted, Rejected, or In Transit (nothing received or rejected yet)	All

What's in the file: One row per transfer. Columns: ID, Reference, From, To Location Name, Sent, Received, Rejected, Created At, Expected Date, Received Date, Rejected Date, Notes.

Good to know

The range uses the date the transfer was created, not the expected or received date. A partly accepted transfer can appear under both Accepted and Rejected.