Reports

Use Item, Expiry, Stock and Category Reports

Inventory reports turn item and category data into operating signals: what sold, what is stocked, what expired and which categories drive sales.

Menu path
Reports -> Inventory -> Item, Category
Verified from
Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence

frontend/modules/itemReport.html, frontend/modules/categoryReport.html, frontend/static/script/js/modules/js/report_items.js, frontend/static/script/js/modules/js/report_category.js, frontend/static/script/js/core/PosnicPro.js report table headers

Item ReportsItem Reports include item detail, expired product and stock product tabs.
Category ReportsCategory reports group sale totals and product drilldown by category.
Inventory groupInventory reporting should agree with item setup and stock movement logs.

Item Report Tabs

TabShowsUse it for
Item DetailsItem name, total item sold, number of sales, profit, average sale and total sale.Finding the best selling and best margin items.
Expired ProductItem name, available quantity, category and expiry date.Clearing expired or date-sensitive stock.
Stock ProductStock-oriented item rows for the selected branch and period.Checking available stock products after sales or receiving changes.
Group by familyRolls variants into product families for reading.Owner review while preserving per-item exports.

Run Item Reports

  1. Open Reports -> Inventory -> Item.
  2. Choose date range and branch.
  3. Start with Item Details.
  4. Turn on Group by family only when variants should be read together.
  5. Open Expired Product for expiry review.
  6. Open Stock Product for stock-focused review.
  7. Export CSV when the owner needs a working spreadsheet.

Category Reports

Category reports show sales performance by category and can drill into products inside a selected category.

  • Category Details summarizes category-level quantity, profit, average sale and total sale.
  • Category Based Product lists products under a chosen category.
  • A weak category result can mean poor category setup, not only poor sales.
  • Move items into the correct categories before trusting category totals.
  • Use item reports when a category total needs item-level explanation.

What to Check Before Trusting Inventory Reports

  • Items have correct category, unit, cost and selling price.
  • Tracked items have clean opening stock or receiving history.
  • Service and fee items are not mixed into stock-product decisions.
  • Returns and purchase returns are included in the selected period.
  • Inventory Logs explain quantity changes that reports only summarize.

Related Manual Pages

Catalog Create Item Use the full Add Item form when the product must be searchable, scannable, stocked, reported and controlled correctly. Catalog Categories Categories control how products are grouped for selling and reporting. They can also carry sale-screen tile styling and one category discount rule. Catalog Variants Variants are reusable option dictionaries. Item variant mode turns selected values into separate sellable item rows with their own stock and price details. Inventory Inventory Logs Inventory Logs are the branch stock ledger. Each row opens a movement detail beside the list, where operators can inspect the reference and follow controlled links to the item, sale or purchase. Inventory Low Stock Low Stock is a watchlist driven by current quantity and the branch notification range or item alert settings. It helps operators restock before sales are lost.