Inventory Reports
Track stock levels, analyze inventory value, and optimize reorder points with NetSuite's inventory reporting.
Inventory Report Categories
INVENTORY REPORTING OVERVIEW
═══════════════════════════════════════════════════════════════════════════════
┌─────────────────────────────────────────────────────────────────────────────┐
│ INVENTORY REPORTS │
└─────────────────────────────────────────────────────────────────────────────┘
│
┌───────────────┬───────────┴───────────┬───────────────┐
│ │ │ │
▼ ▼ ▼ ▼
┌───────────────┐ ┌───────────────┐ ┌───────────────┐ ┌───────────────┐
│ VALUATION │ │ STATUS │ │ MOVEMENT │ │ REORDER │
│ │ │ │ │ │ │ ANALYSIS │
├───────────────┤ ├───────────────┤ ├───────────────┤ ├───────────────┤
│ • By Location │ │ • On Hand │ │ • Receipts │ │ • Below Min │
│ • By Item │ │ • Available │ │ • Issues │ │ • Lead Time │
│ • Costing │ │ • Committed │ │ • Transfers │ │ • Safety Stock│
│ • Aging │ │ • On Order │ │ • Adjustments │ │ • Forecast │
└───────────────┘ └───────────────┘ └───────────────┘ └───────────────┘
Inventory Valuation
Overview
Understand the value of your inventory across locations using various costing methods.
Navigation: Reports → Inventory → Inventory Valuation
Report Structure
INVENTORY VALUATION REPORT
═══════════════════════════════════════════════════════════════════════════════
As of: December 31, 2024
Costing Method: Average Cost
┌─────────────────────────────────────────────────────────────────────────────┐
│ Location: Main Warehouse │
├──────────┬──────────────────────┬──────────┬──────────┬───────────┬─────────┤
│ SKU │ Item Name │ On Hand │ Unit Cost│ Ext. Value│ % Total │
├──────────┼──────────────────────┼──────────┼──────────┼───────────┼─────────┤
│ PRD-001 │ Enterprise Server │ 25 │ $6,000.00│ $150,000 │ 26.5% │
│ PRD-002 │ Business Workstation │ 80 │ $1,950.00│ $156,000 │ 27.6% │
│ PRD-003 │ Network Switch Pro │ 120 │ $600.00│ $72,000 │ 12.7% │
│ PRD-004 │ Security Appliance │ 75 │ $1,050.00│ $78,750 │ 13.9% │
│ ACC-001 │ Premium Cable Kit │ 350 │ $60.00│ $21,000 │ 3.7% │
│ ACC-002 │ Rack Mount Kit │ 200 │ $85.00│ $17,000 │ 3.0% │
│ SPR-001 │ Replacement Parts │ 450 │ $45.00│ $20,250 │ 3.6% │
│ ... │ ... │ ... │ ... │ ... │ ... │
├──────────┴──────────────────────┴──────────┴──────────┼───────────┼─────────┤
│ LOCATION TOTAL │ $565,000 │ 100.0% │
└───────────────────────────────────────────────────────┴───────────┴─────────┘
┌───────────────────────────────────────────────────────────────────────────┐
│ COMPANY-WIDE SUMMARY │
├───────────────────────────────────────────────────────────────────────────┤
│ Main Warehouse $565,000 │
│ Distribution Center East $342,000 │
│ Distribution Center West $289,000 │
│ ───────────────────────────────────────────────────────────────────── │
│ TOTAL INVENTORY VALUE $1,196,000 │
└───────────────────────────────────────────────────────────────────────────┘
SuiteQL Query
-- Inventory Valuation by Location
SELECT
l.name AS location_name,
i.itemid AS sku,
i.displayname AS item_name,
il.quantityonhand AS qty_on_hand,
il.averagecost AS unit_cost,
il.quantityonhand * il.averagecost AS extended_value
FROM
inventoryitemlocations il
JOIN
item i ON il.item = i.id
JOIN
location l ON il.location = l.id
WHERE
il.quantityonhand > 0
ORDER BY
l.name, extended_value DESC
Inventory Status
Overview
View current inventory quantities across different status categories.
Navigation: Reports → Inventory → Inventory Status
Quantity Categories
INVENTORY QUANTITY BREAKDOWN
═══════════════════════════════════════════════════════════════════════════════
┌─────────────────────────────────────────────────────────────────────────────┐
│ QUANTITY DEFINITIONS │
├─────────────────────────────────────────────────────────────────────────────┤
│ │
│ On Hand The physical quantity in the warehouse │
│ │ │
│ ├── Committed Reserved for sales orders │
│ │ │
│ └── Available On Hand - Committed = Available for sale │
│ │
│ On Order Quantity on open purchase orders │
│ │
│ Available + On Order = Future Available │
│ │
└─────────────────────────────────────────────────────────────────────────────┘
EXAMPLE:
┌──────────┬──────────────────┬─────────┬───────────┬───────────┬──────────┐
│ SKU │ Item │ On Hand │ Committed │ Available │ On Order │
├──────────┼──────────────────┼─────────┼───────────┼───────────┼──────────┤
│ PRD-001 │ Enterprise Server│ 25 │ 8 │ 17 │ 20 │
│ PRD-002 │ Business Workst. │ 80 │ 45 │ 35 │ 50 │
│ PRD-003 │ Network Switch │ 120 │ 30 │ 90 │ 0 │
└──────────┴──────────────────┴─────────┴───────────┴───────────┴──────────┘
Inventory Movement
Overview
Track all inventory transactions - receipts, issues, transfers, and adjustments.
Navigation: Reports → Inventory → Inventory Movement
Movement Report
INVENTORY MOVEMENT REPORT
═══════════════════════════════════════════════════════════════════════════════
Item: PRD-001 - Enterprise Server
Period: December 2024
┌──────────┬─────────────────────┬───────────┬──────────┬──────────┬─────────┐
│ Date │ Transaction │ Type │ Qty In │ Qty Out │ Balance │
├──────────┼─────────────────────┼───────────┼──────────┼──────────┼─────────┤
│ │ Beginning Balance │ │ │ │ 30 │
│ 12/02 │ PO-1234 Receipt │ Receipt │ 20 │ │ 50 │
│ 12/05 │ SO-5678 Fulfillment │ Issue │ │ 8 │ 42 │
│ 12/08 │ Transfer TO-901 │ Transfer │ │ 5 │ 37 │
│ 12/10 │ SO-5690 Fulfillment │ Issue │ │ 12 │ 25 │
│ 12/15 │ Adj-102 Adjustment │ Adjustment│ 2 │ │ 27 │
│ 12/18 │ SO-5712 Fulfillment │ Issue │ │ 6 │ 21 │
│ 12/22 │ PO-1256 Receipt │ Receipt │ 10 │ │ 31 │
│ 12/28 │ SO-5734 Fulfillment │ Issue │ │ 6 │ 25 │
├──────────┼─────────────────────┼───────────┼──────────┼──────────┼─────────┤
│ │ Ending Balance │ │ 32 │ 37 │ 25 │
└──────────┴─────────────────────┴───────────┴──────────┴──────────┴─────────┘
Movement Summary:
Beginning Balance: 30 units
Total Received: +32 units
Total Issued: -37 units
Ending Balance: 25 units
SuiteQL Query
-- Inventory Movement History
SELECT
t.trandate,
t.tranid AS document_number,
t.type AS transaction_type,
i.itemid AS sku,
l.name AS location,
tl.quantity AS quantity,
CASE
WHEN tl.quantity > 0 THEN 'IN'
ELSE 'OUT'
END AS direction
FROM
transactionline tl
JOIN
transaction t ON tl.transaction = t.id
JOIN
item i ON tl.item = i.id
LEFT JOIN
location l ON tl.location = l.id
WHERE
i.itemid = 'PRD-001'
AND t.type IN ('ItemRcpt', 'ItemShip', 'InvTrnfr', 'InvAdjst')
AND t.trandate >= '2024-12-01'
ORDER BY
t.trandate, t.id
Reorder Analysis
Overview
Identify items that need to be reordered based on minimum levels and lead times.
Navigation: Reports → Inventory → Reorder Report
Reorder Report
ITEMS BELOW REORDER POINT
═══════════════════════════════════════════════════════════════════════════════
┌─────────────────────────────────────────────────────────────────────────────┐
│ Status Legend: 🔴 CRITICAL (Below Safety) 🟡 WARNING (Below Reorder) │
└─────────────────────────────────────────────────────────────────────────────┘
┌──────────┬──────────────────┬─────────┬─────────┬────────┬─────────┬────────┐
│ Status │ Item │ On Hand │ Reorder │ Safety │ On Order│ Action │
├──────────┼──────────────────┼─────────┼─────────┼────────┼─────────┼────────┤
│ 🔴 │ PRD-005 Router │ 12 │ 50 │ 25 │ 0 │ ORDER! │
│ 🔴 │ ACC-003 Adapter │ 18 │ 100 │ 30 │ 0 │ ORDER! │
│ 🟡 │ PRD-003 Switch │ 45 │ 60 │ 20 │ 50 │ MONITOR│
│ 🟡 │ SPR-002 Parts │ 80 │ 100 │ 40 │ 0 │ ORDER │
│ 🟡 │ ACC-001 Cable │ 120 │ 150 │ 50 │ 100 │ MONITOR│
└──────────┴──────────────────┴─────────┴─────────┴────────┴─────────┴────────┘
Recommended Order Quantities:
┌──────────┬──────────────────┬───────────┬────────────┬───────────┐
│ Item │ Current Gap │ Lead Time │ Daily Usage│ Order Qty │
├──────────┼──────────────────┼───────────┼────────────┼───────────┤
│ PRD-005 │ -13 │ 14 days│ 3 │ 80 │
│ ACC-003 │ -12 │ 7 days│ 8 │ 150 │
│ SPR-002 │ -20 │ 10 days│ 5 │ 100 │
└──────────┴──────────────────┴───────────┴────────────┴───────────┘
Inventory Aging
Overview
Analyze how long inventory has been in stock to identify slow-moving items.
Navigation: Reports → Inventory → Inventory Age
Aging Report
INVENTORY AGING REPORT
═══════════════════════════════════════════════════════════════════════════════
┌──────────┬──────────────────┬─────────┬──────────┬──────────┬──────────┬──────────┐
│ SKU │ Item │ On Hand │ 0-30 Days│31-60 Days│61-90 Days│ 90+ Days │
├──────────┼──────────────────┼─────────┼──────────┼──────────┼──────────┼──────────┤
│ PRD-001 │ Enterprise Server│ 25 │ 15 │ 8 │ 2 │ 0 │
│ PRD-002 │ Business Workst. │ 80 │ 60 │ 15 │ 5 │ 0 │
│ PRD-006 │ Legacy Model X │ 45 │ 0 │ 5 │ 10 │ 30 │
│ ACC-005 │ Old Connector │ 200 │ 0 │ 0 │ 50 │ 150 │
└──────────┴──────────────────┴─────────┴──────────┴──────────┴──────────┴──────────┘
Aging Summary by Value:
┌─────────────────────────────────────────────────────────────────────────────┐
│ │
│ 0-30 Days ████████████████████████████████████ $890,000 (74.4%) │
│ 31-60 Days ██████████ $180,000 (15.0%) │
│ 61-90 Days ████ $72,000 (6.0%) │
│ 90+ Days ██ $54,000 (4.5%) │
│ │
└─────────────────────────────────────────────────────────────────────────────┘
Action Items:
- Consider markdowns for 90+ day inventory
- Review 61-90 day items for promotion opportunities
Inventory Turnover
Overview
Measure how efficiently inventory is being sold and replaced.
Turnover Metrics
INVENTORY TURNOVER ANALYSIS
═══════════════════════════════════════════════════════════════════════════════
Formula:
Turnover Ratio = Cost of Goods Sold / Average Inventory Value
┌──────────────────────────────────────────────────────────────────────────────┐
│ Period: Full Year 2024 │
│ │
│ Cost of Goods Sold: $4,200,000 │
│ Average Inventory: $1,050,000 │
│ ──────────────────────────────────── │
│ Turnover Ratio: 4.0x │
│ Days Sales of Inventory: 91 days │
└──────────────────────────────────────────────────────────────────────────────┘
Turnover by Category:
┌────────────────────┬──────────────┬────────────┬───────────┐
│ Category │ COGS │ Avg Inv │ Turnover │
├────────────────────┼──────────────┼────────────┼───────────┤
│ Servers │ $1,800,000 │ $400,000 │ 4.5x │
│ Networking │ $1,200,000 │ $250,000 │ 4.8x │
│ Accessories │ $600,000 │ $200,000 │ 3.0x │
│ Spare Parts │ $600,000 │ $200,000 │ 3.0x │
└────────────────────┴──────────────┴────────────┴───────────┘
Industry Benchmark: 4.0x - 6.0x (Good performance)
Additional Inventory Reports
| Report | Description | Use Case |
|---|---|---|
| Stock Status | Current stock by location | Daily operations |
| Inventory Count | Physical count sheets | Cycle counting |
| Bin Contents | Items by warehouse bin | Warehouse management |
| Serial/Lot Tracking | Items by serial/lot number | Traceability |
| Assembly Build Status | Work order inventory | Manufacturing |
| Inventory Snapshot | Historical inventory levels | Trend analysis |
Next Steps
| Goal | Go To |
|---|---|
| AR/AP management | AR/AP Reports → |
| Tax compliance | Tax Reports → |
| Build custom reports | Custom Reports → |