Detailed Inventory
Detailed Inventory
The detailed Inventory Report answers a more specific question than total stock on hand: it tells you which units are on hand — broken down by lot number, serial number, expiry date, and pack size. Use it for traceability audits, expiry management, and any situation where knowing the batch matters as much as knowing the quantity.
Where to find it
Go to Analytics > Inventory > Detailed Inventory.
Detailed Inventory Report, line-by-line stock with lot/serial granularity.
What you see
| Column | Description |
|---|---|
| SKU | Product code — your internal identifier |
| Description | Product name |
| Warehouse | The storage location holding this stock |
| Packsize | Pack size variant, if the product is pack-size controlled |
| Quantity | Units on hand for this specific lot, serial, or location combination |
| Cost | Unit cost at the product or pack-size level |
| Sales Price | Unit selling price |
| Lot Number | Batch or lot number, shown for lot-controlled Products |
| Serial Number | Individual serial number, shown for serialized Products |
| Expiry Date | Expiry date, shown for expiry-controlled Products |
| Barcode | Pack barcode or product UPC |
| Category | Product category |
Each row represents one unique stock unit: one product + one warehouse + one lot, serial, or expiry combination. A product with three active lots on hand has three rows.
When to use detailed vs. standard Inventory
| Use case | Report |
|---|---|
| Total quantity per product per warehouse | Inventory Report |
| Breakdown by lot, serial number, or expiry | Detailed Inventory (this page) |
| Stock value and costing analysis | Export to Excel from either report |
Tips
- Filter by Expiry Date to surface stock expiring in the next 30, 60, or 90 days — giving you time to prioritize FIFO rotation or alert Customers before product becomes unsellable.
- For serialized Products such as electronics or medical devices, each row carries a unique serial number. Use this to locate a specific unit before a sale or verify its status after a return.
- Export to Excel for value analysis. The grid shows unit cost; multiply by quantity in Excel to calculate total stock value by lot or location.
Related: Inventory Report · Products · Inbound Adjustments · Favorite Products · Inventory by Location · Warehouses
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