Inventory Reports and Analytics
AccuArk provides several reports and lookup tools to help you understand your current stock levels, identify cost discrepancies, and analyze inventory across locations. This guide covers the Stock Quantities Report in detail, explains how different item types are displayed, and describes the Item Information form.
Stock Quantities Report
The Stock Quantities Report is the primary report for viewing current stock levels across your inventory. It requires Management or Accounting access to open.
Accessing the Report
Navigate to Reports > Stock Quantities from the main menu. The report opens with filter controls at the top and the stock grid below.
Filters
| Filter | Description |
|---|---|
| Location | Select 'All' to see stock across all locations, or pick a specific location. Only locations you have access to appear in the list. |
| Search | Search by Item ID, Model, Name, Reference, Description, or SKU. The search applies as you type. |
Grid Columns
The report grid displays the following columns:
| Column | Description |
|---|---|
| Item ID | The item's unique identifier |
| Name | The item's display name — color and formatting vary by item type (see below) |
| Location | The location name and address where this stock is held |
| Quantity | The current stock quantity at this location |
| Cost | The item's current cost per unit |
| Price | The item's current selling price per unit |
| Status | Active or Disabled |
| Info | Button to open the full Item Information form |
How Different Item Types Are Displayed
The Stock Quantities Report handles each item type differently:
Standard Items
Standard items display their physical stock quantity at each location in the normal grid format. These are the simplest items to read — the Quantity column shows exactly how many units are on hand.
Virtual Kits
Virtual Kits do not track their own stock. Instead, the report calculates kit availability based on component stock levels. The displayed quantity represents the minimum number of complete kits that could be assembled from available components.
The calculation works by dividing each component's available stock by the quantity required per kit, then taking the minimum across all components.
Kit quantities are displayed in special colors:
- DarkGreen — Sufficient component stock to build at least one kit
- DarkOrange — One or more components have insufficient stock (zero kits can be assembled)
Physical Assemblies
Assemblies display their physical stock quantity (since they track their own inventory), plus an automatic cost variance audit. The report compares the assembly's saved cost against the sum of its component costs.
If a variance exceeding $0.01 is detected:
- The item name appears in red text
- Hovering over the name shows a tooltip: "Cost Variance! WAC: $X.XX | Components: $Y.YY"
This alerts you that the assembly's recorded cost has drifted from what the components actually cost. See the Assembly Cost Management article for how to resolve variances.
Disabled Items
Disabled items are displayed with a red background and yellow text, making them visually distinct from active items. They remain in the report because they may still have stock on hand that needs to be accounted for.
Pagination
The report loads 100 items per page and uses infinite scrolling. As you scroll down, the next batch of 100 items loads automatically. This keeps the initial load fast even when you have thousands of items.
Right-Click Context Menu
Right-clicking a row in the grid opens a context menu with the following options:
| Option | Action |
|---|---|
| View/Edit Item | Opens the item in frmInventoryItem for viewing or editing |
| Purchase | Opens a new Purchase Order form with the item pre-added |
| Adjust | Opens a new Stock Adjustment form with the item pre-selected |
These shortcuts let you take immediate action on items that need attention without navigating through menus.
Stock Transaction History
For viewing the history of all stock movements (purchases, sales, adjustments, moves, builds, etc.), see the Stock Transaction History report covered in the article 'Viewing and Filtering Stock Transaction History'. That report provides date-range filtering, transaction type filtering, and drill-down to the originating form for each transaction.
Item Information Form
The Item Information form (frmItemInformation) provides a comprehensive, read-only view of a single inventory item. Access it by:
- Clicking the Info button on any row in the Stock Quantities Report
- Navigating to Inventory > Item Information and searching for an item
The form displays all item details in a printable format, including:
- General information (name, SKU, barcode, model, reference, description)
- Pricing and cost details
- Stock levels across all locations
- Item settings and flags
- Category, class, and manufacturer assignments
Use the print option to generate a hard copy of the item details for reference.
Tips
- Use the Stock Quantities Report as your daily dashboard — Open it each morning to check for low stock, disabled items with remaining stock, and assembly cost variances
- Filter by location for location managers — If you manage a single location, filter the report to your location for a focused view
- Watch for red assembly names — These indicate cost variances that may affect your profit margins. Investigate and resolve them promptly.
- Right-click to take action — The context menu on the Stock Quantities Report lets you jump directly to purchasing or adjusting without navigating through menus
- Use Item Information for quick lookups — When you need a comprehensive view of a single item without opening the full edit form, the Item Information form is faster and read-only, so there is no risk of accidental changes