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Trace stock with the Stock Ledger and Movement Summary

See what came in and went out of each product over a period, and the full line-by-line history.

Inventory 6 steps 1:32 video Inventory - Manager
Where to find it InventoryReports

Steps

  1. Open Inventory, then go to Reports > Stock Movement Summary.
  2. The report opens on the last few days only. Click the From date, type the first day of the period you want, for example 01/09/2026, and press Enter. Use To for the last day.
  3. For each product, read Opening (the quantity at the start), Received, Issued, Closing (the quantity at the end) and Value.
  4. For the detail behind a number, open Reports > Stock Ledger. Set the From date again. Each line is one movement, with its Date, Reference, Type, In, Out and the running Balance.
  5. Type a product name in Search to follow just that product.
  6. Click PDF or XLSX at the top to save the report.

Note

Both reports count completed stock moves only. A transfer between your own locations does not change the totals. Use Stock Valuation report to see what the stock is worth.

What happens next

To find stock that is not moving, see Aged and slow-moving stock.

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