This document covers all reports available in the XPOS application. Each report is grouped by category and includes its purpose, required filters, and the data columns it returns.
Inventory Reports
1. Current Stock Report
Description: Shows live stock valuation filtered by item, warehouse, supplier, brand, and item group.
| Filter | Type | Required | Notes |
|---|---|---|---|
| Company | Link | Yes | Your company |
| Warehouse | Link | Yes | Non-group warehouse. Depends on Company |
| Supplier | Link | No | Filter items by supplier |
| Brand | Link | No | Filter items by brand |
| Item Group | Link | No | Filter items by item group |
Columns: Item Code, Item Name, Item Group, Brand, Stock, Valuation Rate, Stock Value
2. Current Stock By Brand
Description: Brand-wise stock snapshot showing quantities and valuation across warehouses.
| Filter | Type | Required | Notes |
|---|---|---|---|
| Brand | Multi-Link | Yes | Select one or more brands |
Columns: Item Code, Item Name, Supplier, Warehouse, Brand, Stock Qty, Valuation Rate, Stock Value
3. Current Stock Summary
Description: A compact warehouse stock overview with totals and stock movement levels.
| Filter | Type | Required | Notes |
|---|---|---|---|
| Company | Link | Yes | Your company |
| Warehouse | Link | Yes | Non-group warehouse. Depends on Company |
Columns: Standard ERPNext Stock Balance summary columns
4. Current Stock With Levels
Description: Stock snapshot grouped with reorder level and reorder quantity from the Item Reorder settings.
| Filter | Type | Required | Notes |
|---|---|---|---|
| Company | Link | Yes | Your company |
| Warehouse | Link | Yes | Non-group warehouse. Depends on Company |
Columns: Item Code, Item Name, Supplier, Brand, Warehouse, Actual Qty, Valuation Rate, Stock Value, Reorder Level, Reorder Qty
5. Dead Stock Report
Description: Identifies stock that has not been sold within a specified number of days, helping you spot slow-moving or expired inventory.
| Filter | Type | Required | Notes |
|---|---|---|---|
| Company | Link | Yes | Your company |
| Warehouse | Link | No | Optionally filter by warehouse. Depends on Company |
| Days | Integer | Yes | Number of days without a sale (default: 30) |
| Minimum Value | Float | Yes | Only show items above this stock value (default: 1,000) |
| Supplier | Multi-Link | No | Filter by one or more suppliers |
Columns: Item Code, Item Name, Warehouse, Quantity, Brand, Supplier, Valuation Rate, Total Value
6. Stock Value By Warehouse
Description: Shows the total stock value per warehouse for a quick inventory valuation overview.
| Filter | Type | Required | Notes |
|---|---|---|---|
| Company | Link | Yes | Your company |
Columns: Warehouse, Stock Value
7. Stock Value Summary By Date
Description: Snapshot of stock balance by posting date for trend review and historical valuation.
| Filter | Type | Required | Notes |
|---|---|---|---|
| Company | Link | Yes | Your company |
| From Posting Date | Date | Yes | Start date for the snapshot (default: today) |
Columns: Standard stock balance summary columns by date
Sales Reports
8. Low Qty Sales Report
Description: Lists items that were sold in low quantities during a selected period. Useful for identifying items that may need promotional attention or stock review.
| Filter | Type | Required | Notes |
|---|---|---|---|
| Company | Link | Yes | Your company |
| From Date | Date | Yes | Start of period (default: 30 days ago) |
| To Date | Date | Yes | End of period (default: today) |
| Min Qty | Integer | Yes | Maximum sold quantity threshold (default: 10) |
Columns: Item Code, Item Name, Warehouse, Brand, Supplier, Selling Price, Sold Qty, Current Stock
9. Zero Qty Sales Report
Description: Shows sales invoice lines where no stock quantity was available (zero stock) during the period. Helps identify lost sales due to stock-outs.
| Filter | Type | Required | Notes |
|---|---|---|---|
| Company | Link | Yes | Your company |
| From Date | Date | Yes | Start of period (default: 30 days ago) |
| To Date | Date | Yes | End of period (default: today) |
Columns: Item Code, Item Name, Sold Qty, UOM, Rate, Supplier, Brand, Stock
10. Slow Fast Moving Items
Description: Compares item movement velocity to identify which items are selling fast and which are slow, filtered by supplier.
| Filter | Type | Required | Notes |
|---|---|---|---|
| Company | Link | Yes | Your company |
| From Date | Date | Yes | Start of period (default: 30 days ago) |
| To Date | Date | Yes | End of period (default: today) |
| Supplier | Multi-Link | No | Filter by one or more suppliers |
Columns: Item Code, Item Name, Sold Qty, Stock, Brand
Operations Reports
11. Warehouse Stock Movement
Description: Shows stock movement summary grouped by warehouse and voucher type over a date range. Useful for auditing inbound/outbound stock transactions.
| Filter | Type | Required | Notes |
|---|---|---|---|
| Company | Link | Yes | Your company |
| From Date | Date | Yes | Start of period (default: 30 days ago) |
| To Date | Date | Yes | End of period (default: today) |
Columns: Standard stock movement summary columns
12. Branch Item Summary
Description: Provides an item-level movement and sales summary for a specific branch warehouse over a date window.
| Filter | Type | Required | Notes |
|---|---|---|---|
| Company | Link | Yes | Your company |
| Warehouse | Link | Yes | Non-group warehouse. Depends on Company |
| From Date | Date | Yes | Start of period (default: today) |
| To Date | Date | Yes | End of period (default: today) |
Columns: Branch-specific item movement and sales data
13. Branch Set Summary
Description: Provides set-level summary for branch stock and movement tracking on a single date.
| Filter | Type | Required | Notes |
|---|---|---|---|
| Company | Link | Yes | Your company |
| Warehouse | Link | Yes | Non-group warehouse. Depends on Company |
| Date | Date | Yes | The date to check (default: today) |
Columns: Branch set-level stock and movement data
Purchasing Reports
14. Purchase Order Report
Description: Generates a purchase order suggestion based on reorder levels, sold quantities, and buying prices for a selected supplier. Helps automate restocking decisions.
| Filter | Type | Required | Notes |
|---|---|---|---|
| Company | Link | Yes | Your company |
| Supplier | Link | Yes | The supplier to generate the order for |
| From Date | Date | Yes | Start of sales reference period |
| To Date | Date | Yes | End of sales reference period |
| Type | Select | Yes | All — show all items; Based on ReOrder Level — only items below reorder level; Based on Sales — based on sales history |
Columns: Item Code, Item Name, Brand, Item Group, Reorder Level, Reorder Qty, Sold Qty, Required Qty, UOM, Conversion Factor, Stock Qty, Rate, Amount
How to Use Reports
- Navigate to Reports from the XPOS sidebar menu.
- Select a report card from the list. Reports are color-coded by category:
- 🟢 Green (Emerald) — Inventory reports
- 🔵 Blue — Sales reports
- 🟣 Violet — Operations reports
- 🟠 Amber — Purchasing reports
- Fill in the required filters (marked with *). Some filters depend on others — for example, Warehouse requires Company to be set first.
- Click Run Report to fetch the data.
- Use Search to filter rows locally, Sort by to reorder columns, and Per page to control pagination.
- Click the Copy icon on any row to copy its data to clipboard.
- Use the Download button to export the report as a file.
Permissions
Some reports may be restricted based on your role. If a report is greyed out or inaccessible, contact your administrator to grant the required permission.