Items Report Reports

Traces individual purchase line items through to their eventual sale, stock adjustment or remaining stock, line by line.

The Items Report joins each purchased stock line to what happened to it afterward — sold on an invoice, consumed by a stock adjustment, or still on hand — giving a granular, line-level view that ties purchase cost to disposition. It is reached from Reports > Items Report.

Columns include the product (with variation details for variable products), purchase date and reference number, purchase price, sale date and invoice number (or the stock adjustment reference), selling price, quantity, subtotal, location, lot number, and returned quantity where applicable. Purchase reference numbers link back to the source purchase transaction; sale invoice numbers link to the sale.

Filter with separate Purchase Date and Sale Date ranges, a Supplier, a Customer, a Business Location, and an option to show only items from manufacturing production purchases. Only locations the logged-in user is permitted to access are included.

Step-by-step Workflow

1. Open the reportGo to Reports > Items Report.
2. Filter by purchase dateNarrow to items purchased within a period.
3. Filter by sale dateNarrow to items sold or adjusted within a period.
4. Filter by supplier, customer or locationFurther narrow the line items shown.
5. Trace an itemFollow the purchase reference and sale/adjustment reference for a line to see its full lifecycle.