Inventory Reports

Kassly has two families of stock report and they sit behind two different add-ons. Knowing which is which saves a lot of hunting.

Owners and Managers only, with one exception noted under Goods Consumed.

Report	Where	Needs
Inventory Summary	Reports → Inventory Summary	Free: it's a snapshot of your stock right now
Goods Consumed	Dashboard, and the Ingredients page	Free for today. Any other range needs Business Reports
Slow-Moving Stock	Reports → Slow-Moving Stock	Business Reports
Valuation	Inventory → Valuation	Inventory Pro (₱400 per branch each month)
Reorder Suggestions	Inventory → Reorder	Inventory Pro
Expiring Items	Inventory → Expiry	Inventory Pro
Food Cost Analysis	Reports → Food Cost Analysis	Inventory Pro

Day-to-day stock work — looking a product up, receiving a delivery, counting a shelf — is not in this part. See Stock levels, Receiving stock and Stock counts.

Two cost bases, and when each is used

Almost every complaint about inventory figures comes down to this, so it is worth reading before the reports themselves.

Cost basis	Meaning	Used by
Current cost price	The cost sitting on the product record right now	Inventory Summary, Slow-Moving Stock, the dashboard's stock value
Weighted average cost	Averaged across every cost-bearing receipt of that product at that location	Valuation
Cost at the moment of movement	What the item cost when it actually moved	Goods Consumed
Cost at the moment of sale	What the item cost when it was sold	Profit reports

They will not agree, and none of them is wrong. Current cost price is a snapshot; weighted average is a history; cost-at-movement is a fact about one event. If you have just changed a supplier price, expect Inventory Summary to move immediately and Valuation to move gradually.

Inventory Summary

Four figures, computed live. This report takes no date range at all — it is always "right now".

Figure	Counts
Total SKUs	Stock records at the selected branch
Total Value	Quantity × the product's current cost price
Low Stock	At or below reorder point, but not yet at zero
Out of Stock	At or below zero, including oversold items below zero

Two rules to keep in mind:

• Low Stock excludes anything already at zero. A product that has run out completely moves to Out of Stock and leaves the Low Stock count. Watching only Low Stock will therefore miss the things that most need ordering.
• An oversold item pulls Total Value down. Its quantity is below zero, so quantity × cost is negative. Valuation (below) leaves oversold items out instead, so the two totals differ by that amount until you recount. See When stock goes below zero.
• With no branch selected, Total Value includes your warehouses. Pick a branch and it becomes that branch's shelves alone. This is deliberate — the ledger books warehouse-bound deliveries as inventory, so leaving warehouses out of the store-wide figure would understate it against your books. A manager restricted to specific branches never sees warehouse stock in this total. See Warehouses.

Goods Consumed

This is the stock-depletion report. It answers "how much stock actually left the building", in units and at cost, over a period. It appears as a card on the Dashboard and in full on the Ingredients page.

It reads the stock ledger and sums every outflow, whatever caused it:

• sales, including the per-ingredient deductions a recipe writes at sale time
• transfers out to another branch or a warehouse
• negative adjustments, and count corrections that reduced stock
• production and job-order consumption
• waste and spoilage written off

That is the whole scope. There is no filter by movement type — if it left, it is counted.

Recipes are already expanded, so you never see the dish. A sold burger appears as beef, bun and lettuce, in their own units. It never appears as "1 burger". This is why the report is genuinely useful for a kitchen and why its units look nothing like your sales report. See Ingredients and recipes.

A few more rules:

Rule	Detail
Voided sales are excluded	Both halves — the original deduction and the put-back. A voided sale never consumed anything, so it does not inflate the figure
Value uses the cost at the time of the movement	Falling back to the product's current cost, and to zero if neither exists
Dated by when the movement was written	Not by the sale's business day. A sale that syncs late lands on the day it synced
Branch scope	With no branch selected the total spans branches and warehouses. Pick a branch and warehouse movements drop out
Ingredients only	A toggle that narrows to ingredients — meaning anything flagged as an ingredient or used in any of your recipes. The flag alone is not enough, because most kitchens never set it
List length	The list shows at most 200 items. The summary line above it — distinct items, total units, total value — is always computed over everything, not just the visible rows

Figures are cached for 60 seconds, so a fresh movement takes up to a minute to appear.

The one exception to Owner-and-Manager access: a staff member on a custom role that can view recipes can open Goods Consumed, but they are always forced to ingredients-only. They never see store-wide consumption. See Custom roles.

Slow-Moving Stock

Products that still have stock on shelves and sold nothing at all in the lookback window. Pick 30, 60 or 90 days from the selector.

Rule	Detail
Zero sales, not low sales	One unit sold in the window removes a product from this list
Per branch	Judged for each (product, branch) pair. Something selling in Makati but not in Cebu appears for Cebu only
Stock-tracked products only	Services and non-tracked items are never listed
Stock on hand required	Something at zero has nothing sitting on a shelf, so it is not listed
Valued at current cost price	Not at weighted average

The lookback counts back from today, not from your date range. The date picker at the top of the page does not affect this report. "Last 60 days" always means the 60 days ending now.

You can narrow the list to one category from the filter bar.

Valuation

Per-SKU stock value at weighted average cost, listed for every branch and every warehouse, with a store-wide total.

The weighted average for a product at a location is built from every cost-bearing inflow ever recorded there — stock-ins, returns and transfers in. It is a lifetime average, not a rolling one, so a single unusual purchase price keeps a small influence indefinitely. Where a product has no cost history at that location at all, Kassly falls back to the product's cost price.

Kassly values stock one way. There is no FIFO or LIFO option to choose.

Only quantities above zero are valued. An oversold item (below zero) does not appear here at all, where the Inventory Summary counts it as negative value.

Because this is the figure that ties to your books, it is also the one to reconcile against Financial statements. If they disagree, the usual causes are stock received without a cost, or adjustments made without one.

Reorder Suggestions and Expiring Items

Reorder Suggestions lists everything at or below its reorder point, grouped by the product's preferred supplier, so one screen turns into one purchase order per supplier. Items with no preferred supplier are grouped under No Supplier. Link a product to its supplier on the product form or in the import sheet — see Suppliers.

Each row shows the current stock, the reorder point and an Order Qty: the reorder quantity you set for that branch, or enough to climb back to the reorder point when none is set.

Create PO on a group opens a new purchase order with the supplier, branch and every line already filled in — see Purchase orders. It appears for users who can manage purchase orders.

Expiring Items has two lists: batches expiring inside the next 30 days (adjustable), and batches that have already expired. Expired batches are listed until you deal with them — they do not age out. Batch tracking has to be on for the product for anything to appear here.

Food Cost Analysis

One row per menu item that has an active recipe: selling price, cost per serving, food cost percentage, and the peso margin.

Status	Food cost
Healthy	30% or less
Watch	Over 30%
High Cost	Over 40%

The summary above the table counts how many items are above your target. Target defaults to 35%.

Items without a recipe are absent — not zero-cost, absent. A menu built out half-way will show a food cost for the half that is built.

Export streams the whole table as a CSV, honouring the category filter and with no row limit. See Exporting reports.

What is not here

• Stock movement history for one product is on the product itself, not in a report. Open the product and read its movement list.
• Variance from a count is in the count record. See Stock counts.
• What a dish can still be made from is a POS-side availability calculation, not a report. See Recipe-derived stock.