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Inventory Impact Report

Open Inventory Impact Report, set Date Range, and inspect stock depletion attributed to recorded sales for the signed-in branch. Date Range is the only on-page data filter. No row drilldown or additional branch, customer, segment, staff, shift, or status selector is implemented. Refresh once after source records settle, then verify the header before exporting PDF or printing.

Before you start

  • An authenticated POS session with pos.read or reports.read for the branch attached to the session.
  • Relevant orders, payments, shifts, stock movements, or customer links must exist for the selected date or shift.

Steps

  1. Open this report from the Reports library.
  2. Set the start and end dates for stock depletion attributed to recorded sales; the signed-in branch remains the report scope.
  3. Review the displayed measures, including Items Sold, SKUs Affected, Low Stock Alerts, Stockout Risk, Product, Sold, Remaining, Days Left. The rows and charts are read-only; no row drilldown is implemented.
  4. Refresh once after the source records for stock depletion attributed to recorded sales settle, then verify the date and branch header before exporting PDF or printing.

Expected result

The report displays stock depletion attributed to recorded sales for the selected date range and signed-in branch. Empty data remains a valid zero/empty view; an error state offers Refresh. PDF export and print use the currently rendered report rather than a hidden filter scope.

Permissions

  • The user needs pos.read or reports.read for the active branch; exports contain only the report data returned for that authorized scope.

Troubleshooting

No data appears for stock depletion attributed to recorded sales even though the period should contain source records, or loading fails.

Confirm the signed-in branch, date range, and the source records behind Items Sold, SKUs Affected, Low Stock Alerts, Stockout Risk. Refresh once after those records settle. There are no additional hidden customer, segment, staff, shift, status, or branch filters to clear; report the route, dates, branch, and visible error.

The exported or printed values for stock depletion attributed to recorded sales differ from the same report on screen.

Keep the date range and signed-in branch unchanged and compare Items Sold, SKUs Affected, Low Stock Alerts, Stockout Risk before exporting once more. Do not reconcile from a file with a different header or stale values; provide Support the report route, dates, branch, differing figure, and export time.

Related articles

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/reports/inventory-impact

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Last reviewed 2026-09-06 · Send documentation feedback