Inventory Movement Report

Inventory Movement Report

Inventory Movement Report Overview

Inventory Movement refers to tracking the physical transfer of products — whether it's receiving stock from a vendor or transferring items between store locations. For example, when your company receives products from a vendor, they are delivered to a store location, which is recorded as inventory movement from the vendor to that store. Similarly, transferring products between your company’s store locations also constitutes inventory movement.

This report provides a detailed list of all such product transfers, showing where each item came from and where it was sent. You can apply various filters and sorting options to tailor the report to your specific needs. The system will display only the inventory movement records that match your selected filters and will also include additional fields showing detailed, automatically calculated data related to each movement.

In this article, you will see:
  1. How to check the Inventory Movement Report for the specific store between dates
  2. How to apply the custom filter and other filter options to filter the records in the Inventory Movement Report.

1. Reaching the "Inventory Movement Report" 

To reach the "Inventory Movement Report," follow the steps below: 
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Inventory Reports
  5. Step 5: Choose Inventory Movement Report 
See Figure 1.1. You will see many types of inventory reports that will be useful to your retail business. By clicking the Choose Report drop-down selection, you will see the different types of inventory reports.


Figure 1.1

2. Understanding the "Inventory Movement Report" Layout

When you click on "Inventory Movement," the "Inventory Movement Report" screen will open with relevant filtering and sorting options.


Figure 2.1

3. Generating the "Inventory Movement Report"

To generate the "Inventory Movement Report,follow the steps below:
  1. From the "Inventory Movement Report" page, you will see the Choose Report drop-down selection.
  2. By clicking the drop-down selection, you will see different types of inventory reports in alphabetical order.
  3. Search for "Inventory Movement Report" from the list and click on it.
The following data gets fetched in tabular format when you click on the "Generate Report" button in the top right corner; the "Inventory Movement Report" will be displayed as highlighted in Figure 3.1.


                                                                         Figure 3.1
Report Information:
  1. Store: Displays the name of the store location.
  2. Type: Indicates the type of inventory activity, such as Adjustments, Transfers, Invoices, Cycle Counts, Spot Checks, Sales/Breakdowns, and Waste. You can use the checkbox filters (e.g., Show Adjustments, Show Transfers, etc.) to view records for specific activity types.
  3. Time Stamp: Shows the date and time when the inventory adjustment or activity was initiated.
  4. UPC: The Universal Product Code (UPC) used to track items in the store. In this report, it identifies items that have undergone inventory movement.
  5. Item Name: Lists the names of items that have been moved—either received from vendors or involved in other inventory activities.
  6. QOH Before: Displays the Quantity on Hand (QOH) before the inventory movement occurred for that item.
  7. Adj Quantity: Indicates the quantity of the item that was adjusted during the transaction.
  8. Adj Cost: Shows the cost value associated with the adjusted quantity.
  9. Reference: Refers to the source or identifier of the transaction responsible for the inventory movement at the specific store location.

4. Filter Options

Let's understand the custom filter options to generate the Inventory Movement Report by setting up specific criteria.

4.1 Save Filter and Custom Filters 

You can generate the Inventory Movement Report for all store locations with the "Show All" option or a customized report with custom filter.

                                                                                   Figure 4.1.1
  1. Click the "Manage" button to apply filters to get the customized results.

                                                                              Figure 4.1.2
  1. Manage Filters Drop-down: Select the saved custom filters from the Manage Filters drop-down (if any) and click "Apply" to apply the saved custom filter. The system will redirect you to the Inventory Movement Report home screen. Click "Generate Report" to generate the report for the selected filter. Clicking the "Manage Filters" button will also open the list of saved custom filters. 
  2. Parameter Tabs: You will see seven tabs: UPCDepartmentCategoryManufacturerTagVendor, and Department Tag. Select the required tab, i.e., UPC, to create or apply a custom filter specific to the selected UPCs.
  3. Search: Use this Search box for a specific result.
  4.  All Items: Use this drop-down to filter the Manage Filter screen data based on four parameters: All ItemsChild OnlyParent Only, and Standalone only. 
  5.  Active Only: Use this drop-down to filter the Manage Filter screen data based on three parameters: Active OnlyInactive Only, and All Records
  6.  Match All Filters drop-down: Use the Match All Filters filter to decide whether or not the Manage Filter screen data matches all applied filters. 
  7. Results: Here, you see the relevant list of data for the selected tab. For example, if you have chosen the UPC tab, it will show the list of all UPCs. You can search for a specific UPC in the Search bar.
  8. Checkboxes: Select the required products by checking the appropriate checkboxes.
  9. Arrow: Click the green Arrow button to move the selected records to the Selected List area. 
                                                                                                                                                      
                                                                                                                                                       Figure 4.1.3

1.
 When generating the report, you can decide whether to include or exclude the selected parameters.
    1. Include: If you select "Include," the system will include all the specified parameters to generate the report.
    2. Exclude: If you select "Exclude," the system will exclude all the specified parameters to generate the report.
2. Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon. 
3. Apply or save the custom filter:
    1. Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the Inventory Movement Report  home screen. Click "Generate Report." The system will generate reports based on your selection. 
    2. Save Filters: Click the "Save Filters" button to save the custom filter for future use. 4.1.1 Save and Manage Custom Filters explains the details.
    3. Close: Use this button to exit the Manage Filters screen.

4.1.1. Save Filters

You can also save the configured custom filters for future use. By clicking the "Save Filters" button, a pop-up will appear to allow you to enter the name of the custom filter.

                                                                            Figure 4.1.2.1
  1. Enter the name of the filter, click on "OK" to save it for future use.

                                           Figure 4.1.2.2
    1. Once saved, click on "OK.
    2. The saved filter will be displayed under the "Manage Filters" button as highlighted in Figure 4.1.2.3.

                                 Figure 4.1.2.3
  1. Click on "Select Filter." It will navigate you back to Manage Filter form, click on "Apply" to apply the filter.
  2. The Inventory Movement Report with selected filter will be displayed as highlighted in Figure 4.1.2.4.

                                                                                Figure 4.1.2.4

4.2 Date Range

  1. You can filter your sales data in the report between the dates and select a specific time from the Start Date and End Date drop-down calendars.
  2. By clicking the edit box, you will get the drop-down calendar to select the specific date range. You can also enter the date manually in mm/dd/yyyy format.
  3. You can also generate a report with a specific time duration (till morning/evening) and select the particular time (hour and minutes) from the date selection. See Figure 4.2.1 and Figure 4.2.2.

                                                                      Figure 4.2.1


                                                                         Figure 4.2.2

4.3 Presets

A Presets label is provided to select the specific duration/interval to generate the Inventory Movement Report according to the selected time period.

                                                                                  Figure 4.2.3

4.4 Sort By

The Sort By filter lets you view the records in ascending or descending order of the movement dates. It has two options: Newest First and Oldest First

      Figure 4.4.1
    1. Newest First: When you click this option to generate the report, the system will arrange the records in descending order of the movement dates, showing the latest ones on top. 
    2. Oldest First: When you click this option to generate the report, the system will arrange the movement date records in ascending order, showing the oldest ones on top.  

5. Report Type

The Inventory Movement Report is displayed in two forms, as mentioned below:

                                                                                            Figure 5.1
  1. Chronological Report: This type of report is displayed with respect to the time stamp of the inventory movement. See Figure 3.1. 
  2. Summary Report: A summary report is a report that summarizes the data as per the filters applied. See Figure 5.2.

                                                                      Figure 5.2

6. Checkbox Filters

The following checkbox filters produce the dedicated results:
  1. Show Adjustment: This checkbox filter includes the list of adjustments relevant to inventory movement in the selected time period. See Figure 6.1.

                                                                   Figure 6.1
  1. Show Transfers: This checkbox filter will list all the transfer records location-wise.

                                                                                     Figure 6.2
  1. Show Invoices: This checkbox filter includes a list of invoices relevant to inventory movement in the selected time period.

                                                                             Figure 6.3
  1. Show Cycle Counts: Checking this filter includes the list of items that have been moved via cycle counts in the inventory in the selected time period. 

                                                                                   Figure 6.4
  1. Show Spot Checks: Check this filter to prompt the system to list all the spot checks performed in the selected time period that caused items' movement in the inventory.

                                                                               Figure 6.5
  1. Show Sales/Breakdowns: This checkbox filter lists the sales and breakdowns that have made any movement on the items in the inventory.

                                                                               Figure 6.6
  1. Sale: Sale type describes the movement of the items through sales of the listed items within the selected time period. The column with (Sale 101-3) is explained as - "101" is the register number and "3" is the receipt number.
  2. Breakdown: Breakdown type describes manipulation with the parent and child items in the inventory in case the child items' QOH becomes 0. Here, Adj Qty is -1 in the highlight breakdown column, which suggests that one parent item has been converted into needed child items to fulfill the needs of child items at the store. In the second case, see Adj Qty is +3, and three child items have been added to the inventory by the parent item breakdown.
  1. Show Waste: Check this filter to prompt the system to list all the waste records.

                                                                 Figure 6.7
  1. Show Manual Import: Check this filter to view the records of items imported to the system using the Import Utility feature. 
                                                                            Figure 6.8

7. Scheduling a Report

FTx Cloud POS supports report automation. You can configure a report and schedule it. The system will send the scheduled report to the indicated email addresses at the defined frequencies (daily, weekly, bi-weekly, monthly, quarterly, etc.). 

Please refer to Scheduling a Report to learn how to schedule a report.

8. Printing/Exporting a Report 

You can print or export any report according to your requirements. When you use the Print function, the system creates and opens the report's PDF file in a new tab. You can download the soft copy or print the paper copy according to your requirements. 

Please refer to Printing a Report to learn how to print or export a report. 

9. Manage Favorites 

FTx Cloud POS allows quick access to the reports you need to view frequently through "Favorite Reports." You can save a report as a favorite and manage all your favorite reports from any of the report screens using the "Manage Favorites" button. 

Please refer to Managing the Favorite Reports to learn how to manage or export a report. 

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