Component Reports
The Component Reports provide comprehensive visibility into component inventory levels, stock balances, and availability across your warehouse network. These reports enable teams to track component inventory status, monitor stock levels, manage allocations, and support inventory planning and procurement decisions throughout the supply chain.
Component Reports offer two main report types designed to support different aspects of inventory management:
- Component Inventory Status: Tracks component inventory status by warehouse, showing outstanding, available, and assigned quantities
- Warehouse Inventory Summary: Provides a summary of inventory stock balance by warehouse for comprehensive inventory visibility
These reports help teams:
- Monitor component inventory levels across warehouse locations
- Track outstanding component requirements and availability
- Manage component allocations and assignments
- Support inventory planning and procurement decisions
- Export data for analysis and reporting
- Identify stock availability and potential shortages
Component Inventory Status
The Component Inventory Status report provides a summary of component inventory status by warehouse, showing outstanding, available, and assigned quantities. This report supports inventory planning and component availability management, enabling teams to track component requirements, monitor stock levels, and manage allocations effectively.
Report Configuration
| Section | Options |
|---|---|
| Filters | Component, Inventory Type (All or Manual), Order Status, Warehouse (Mandatory), Available greater than |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending) and Sort by 2nd (Asc = Ascending; Desc = Descending) |
| Columns | Images, Order, Order Description, Component, Description, Created Date, Factory, ETD, Buy Price, Colour, Order Qty, Order Status, Shipment, Freight Status, Outstanding, Outstanding Buy Value, Shipment ETA, Assigned, Available, ID |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Component | The component for which inventory is being tracked. | Components > Overview |
| Inventory Type | Filter by All or Manual inventory entries. Manual inventory is added directly, while automatic inventory may be generated from orders. | Components > Inventory |
| Order Status | Filter by the status of orders associated with the component inventory (e.g., Draft, In Production, Completed). | Order > Side Widgets > Status |
| Warehouse | (Mandatory) The warehouse location where inventory is stored. This filter is required to generate the report. | Site Settings > Shipping > Warehouse |
| Available greater than | Filter to show only inventory records where available quantity exceeds the specified value. | Components > Inventory |
Report Features
- Filter by component, inventory type, order status, and warehouse
- Sort by any column in ascending or descending order
- Customise column visibility
- Export to Excel
- View detailed component and order information
- Enable or disable visibility
Warehouse Inventory Summary
The Warehouse Inventory Summary report displays a summary of inventory stock balance by warehouse, enabling comprehensive inventory visibility across your distribution network. This report provides a consolidated view of component inventory levels, supporting inventory management and procurement planning.
Report Configuration
| Section | Options |
|---|---|
| Filters | Component, Inventory Type (All or Manual), Warehouse (Mandatory) |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending) and Sort by 2nd (Asc = Ascending; Desc = Descending) |
| Columns | Image, Component, Description, Order, Factory, Colour, Unit, Available, Value |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Component | The component for which inventory is being tracked. | Components > Overview |
| Inventory Type | Filter by All or Manual inventory entries. Manual inventory is added directly, while automatic inventory may be generated from orders. | Components > Inventory |
| Warehouse | (Mandatory) The warehouse location where inventory is stored. This filter is required to generate the report. | Site Settings > Shipping > Warehouse |
Report Features
- Filter by component, inventory type, and warehouse
- Sort by any column in ascending or descending order
- Customise column visibility
- Search warehouse
- Export to Excel
- View detailed inventory information
- Enable or disable visibility