Inventory Reporting and Forecasting, From Sales to Stock to Reorder

Inventory reporting software turns the records your team already keeps, orders, receipts, shipments and stock movements, into answers: what you hold and what it is worth, what is running low, what has stopped selling and what makes money. Because the figures come from the documents themselves, nobody rebuilds them in a spreadsheet at month end.

From your own documents: sales orders, shipments, invoices, refunds, purchase orders, goods receipts, bills, transfers and adjustments. Nothing is entered twice for reporting, which is why a report cannot disagree with the screen the data came from.

Some reports act. From Reorder Inventory you raise purchase orders or a stock transfer for the rows you selected. From Inventory Aging you set a new retail price on slow lines or correct a moving average cost. Forecasting drafts the purchase orders its plan recommends.

Forecasting reads what each product sold over a window you choose, the last three months unless you change it, and projects that demand forward week by week. It takes the projection away from the stock you hold and the purchase orders on their way, and shows the first week the product is projected to run short. Turn on Plan purchases and Qoblex proposes a receipt that covers the gap plus the weeks of cover you set, dated back through the supplier’s lead time, then drafts the purchase orders. Forecasting comes with Business and above.

Yes, per product. Set a product’s forecast method to Seasonal and each projected week reads what it sold in the same week a year earlier, so a summer peak is planned from last summer rather than from the last three months. A product with less than a year of history is better on Historical Average or Trend.

Yes, and it will separate best selling from most profitable, which are often different products. The sales by product report gives sold quantity, net sales, cost of goods sold and margin for any date range, and grouped by product or customer it counts the orders behind each line. It can be grouped, saved and exported.

Yes, on the Business and Scale plans. Save the filters, grouping, sorting and columns as a custom report and it comes back as its own tab on Sales, Purchases or Inventory, rerun on current data each time you open it. Rename, update or delete it later.

Yes. Any report exports as a CSV with the filters, grouping, sorting and hidden columns you have on screen, so the file matches what you saw. The export runs in the background and Qoblex emails you a download link. A date range on an export must be less than a year.

The Sales, Purchases and Inventory reports are. Saving custom reports needs Business or Scale, and forecasting comes with Business and above. See pricing for what each plan includes.