---
title: "Stock Reports"
space: "ERPNext"
url: "https://www.prilk.com/docs/erpnext/stock-reports"
updated: "2026-05-15"
---

## Stock Reports

ERPNext provides several built-in reports for stock and inventory analysis. Run from **Reports → Stock**.

### Stock Balance

**Stock Balance** is the workhorse — current quantities by item and warehouse.

| Setting | What |
|---|---|
| **From / To Date** | Period (typically today for current state) |
| **Item Group** | Filter to a category |
| **Warehouse** | Filter to one location |
| **Show Variants** | Include item variants |

Output: per Item + Warehouse, Opening Qty, Inflow, Outflow, Closing Qty, and current Value.

**Common uses:**
- "What's in Warehouse A right now"
- "Total stock value as of last month's end"
- "Items below re-order level" (sort by Closing Qty, filter)

### Stock Ledger

**Stock Ledger** is the audit trail — every individual stock movement for a chosen item, warehouse or period.

| Column | Meaning |
|---|---|
| Posting Date | When the movement happened |
| Voucher Type | Sales Invoice / Delivery Note / Stock Entry / etc. |
| Voucher No | The specific document |
| Actual Qty | The change (+ for in, − for out) |
| Qty After Transaction | Running balance after this movement |
| Valuation Rate | Cost per unit at this movement |

Use when investigating "why does this item show this balance" — Stock Ledger shows every single change.

### Stock Aging

**Stock Aging** shows how long items have been sitting in stock — useful for identifying slow-moving inventory.

| Bucket | Items in stock for... |
|---|---|
| 0-30 days | Fast-moving |
| 30-60 / 60-90 / 90-180 / 180+ | Increasingly slow |

Helps decide: discount old stock, write off, or move to a clearance warehouse.

### Stock Projected Qty

**Stock Projected Qty** shows expected future stock for each item, factoring in:
- Current stock
- Open Sales Orders (committed to ship)
- Open Purchase Orders (incoming)
- Open Material Requests

Result: "if all open orders close, what stock will I have?" — drives re-order decisions.

### Item-wise Item Group Wise Sales

A pivot showing sales by Item × Item Group × Period — quick view of category and item performance.

### Item Variant Details

For items with variants (size, color), shows quantity per variant — useful for fashion / catalog businesses.

### Warehouse-wise Stock Balance

Stock Balance broken down by warehouse instead of item — "show me each warehouse's value side by side".

### Subcontracting Reports

If you use subcontracting:
- **Subcontracted Item to be Received** — outstanding subcontracted items
- **Subcontracted Raw Materials to be Transferred** — what materials still need to go to subcontractors

### Reorder Level Report

Shows items at or below their re-order level — your shopping list.

### BOM Stock Report

For items manufactured from a Bill of Materials, shows component stock vs requirements — "do I have everything to make 100 units of this product?"

### Custom reports

For numbers ERPNext doesn't ship: **Report Builder** for no-code, or ask Prilk support for a Custom Query Report.

### Exporting and scheduling

All reports export to CSV / XLSX / PDF via **Menu → Export**. Schedule via **Set → Auto Email Report**:
- Daily Stock Balance to the warehouse manager
- Weekly Reorder Level to the buyer
- Monthly Stock Aging to operations

### Tip — stock valuation reconciliation

Stock Balance totals (value column) should match the Stock In Hand balance on the Balance Sheet. If they don't, run **Repost Item Valuation** for the affected items — fixes valuation drift from out-of-order postings.