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Inventory Reports & Analysis

Data is power. Kezi ERP provides a suite of advanced reports to help you understand your stock value, identify slow-moving items, and ensure you never run out of critical inventory. This guide explains how to read and use each report.

1. Inventory Valuation Report

Goal: Know exactly how much money is tied up in your warehouse.

  • What it shows: The quantity of each product on hand, its unit cost (based on FIFO, AVCO, or Standard), and the total value.
  • Key Use Case: Financial audits, monthly closing, and assessing total asset value.
  • Filters: You can filter by Location, Category, or Product to see value in specific areas.

2. Inventory Aging Report

Goal: Identify "dead stock" or items that have been sitting in the warehouse for too long.

  • What it shows: Categorizes stock into "age buckets" (e.g., 0-30 days, 31-90 days, 180+ days).
  • Key Use Case: Identifying items that need discounts or liquidation to free up space and cash.
  • Why it matters: Aged stock loses value over time (obsolescence) and costs money to store.

3. Inventory Turnover Report

Goal: Measure how efficiently you are moving stock.

  • What it shows: The ratio of how many times you have sold and replaced your inventory during a specific period.
  • Key Use Case: Comparing different products to see which ones are high-demand and which ones are inefficient.
  • Low Turnover: Means you are overstocking or sales are low.
  • High Turnover: Means strong sales, but watch out for stockouts!

4. Lot Traceability Report

Goal: Track the history of a specific batch of products.

  • What it shows: Every movement associated with a specific Lot or Serial Number—from initial receipt from the vendor to final delivery to the customer.
  • Key Use Case: Quality recalls (e.g., "We found a defect in Lot #402, who did we sell it to?") and expiration tracking.
  • Drill-down: You can click on any movement to see the related Vendor Bill or Delivery Note.

5. Reorder Status Report

Goal: Prevent stockouts and automate procurement.

  • What it shows: Which products are below their "Minimum Stock Rule" and how many need to be ordered to reach the "Maximum" level.
  • Key Use Case: Daily operations for the Purchasing team to generate Requests for Quotation (RFQs) based on actual needs.
  • Status Indicators: Highlights products in "Danger" (below minimum) in red.

How to use the Reports

Exporting Data

Every report page in Kezi ERP includes an Export button. You can download the data in Excel or PDF format for:

  • Sharing with management
  • Further analysis in spreadsheets
  • Printing for warehouse staff

Filtering & Grouping

Don't get overwhelmed by data. Use the filter bar to:

  • See reports for a specific warehouse.
  • Group by Product Category (e.g., "Electronics" vs "Furniture").
  • Analyze specific Date Ranges.

Best Practices for Inventory Analysis

1. The 80/20 Rule (ABC Analysis)

Usually, 20% of your products generate 80% of your value or turnover. Use the Turnover Report to identify these "Class A" items and ensure they are managed with extra care.

2. Monitor Aging Monthly

Set a routine to check the Aging Report every month. If items hit the 180-day mark, create a sales promotion to clear them out before they become a total loss.

3. Trust the Reorder Report

Don't order based on "gut feeling." Use the Reorder Status Report to make data-driven purchasing decisions that keep your lean and efficient.