{"id":32260,"date":"2025-06-17T16:22:45","date_gmt":"2025-06-17T13:22:45","guid":{"rendered":"https:\/\/support.simplbooks.ee\/?post_type=ht_kb&#038;p=32260"},"modified":"2025-10-13T13:21:44","modified_gmt":"2025-10-13T10:21:44","slug":"inventory-overview","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/inventory-overview\/","title":{"rendered":"Inventory overview"},"content":{"rendered":"<p><strong>Warehouse -&gt; Inventory<\/strong><\/p>\n<p>This report shows the inventory stock levels of warehouse items as of the selected date. ou can filter the data by warehouse and\/or item.<\/p>\n<span class=\"su-label su-label-type-success\">\u25cf<\/span> <strong>Inventory report fields<\/strong><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/01_inventory.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-32267 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/01_inventory.png\" alt=\"\" width=\"808\" height=\"150\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/01_inventory.png 847w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/01_inventory-300x56.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/01_inventory-768x142.png 768w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/01_inventory-50x9.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/01_inventory-600x111.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/01_inventory-320x59.png 320w\" sizes=\"auto, (max-width: 808px) 100vw, 808px\" \/><\/a><\/p>\n<ol>\n<li><strong>As of<\/strong> \u2013 the date the report is based of<\/li>\n<li><strong>Warehouse filter<\/strong> \u2013 shows inventory balance for the selected warehouse<\/li>\n<li><strong>Item filter<\/strong> \u2013 shows data for a specific item<\/li>\n<li><strong>Refresh<\/strong> \u2013 to update the inventory balance data<\/li>\n<\/ol>\n<span class=\"su-label su-label-type-success\">\u25cf<\/span> You can save or print the report via <strong>Actions -&gt; Export report<\/strong>.<a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/02_inventory.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-32270 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/02_inventory.png\" alt=\"\" width=\"801\" height=\"182\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/02_inventory.png 1090w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/02_inventory-300x68.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/02_inventory-1024x233.png 1024w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/02_inventory-768x175.png 768w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/02_inventory-50x11.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/02_inventory-920x209.png 920w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/02_inventory-600x137.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/02_inventory-320x73.png 320w\" sizes=\"auto, (max-width: 801px) 100vw, 801px\" \/><\/a><\/p>\n<p>In the view that opens, you can choose from the available file formats for saving the report.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/03_inventory.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-32273 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/03_inventory.png\" alt=\"\" width=\"337\" height=\"343\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/03_inventory.png 494w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/03_inventory-295x300.png 295w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/03_inventory-50x50.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/03_inventory-60x60.png 60w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/06\/03_inventory-320x326.png 320w\" sizes=\"auto, (max-width: 337px) 100vw, 337px\" \/><\/a><\/p>\n<span class=\"su-label su-label-type-important\">\u25cf<\/span> Outflows and inflows generated from purchase and sales invoices can only be changed by editing the source documents (the invoices themselves)<\/p>\n<span class=\"su-label su-label-type-success\">\u25cf<\/span> <strong><a href=\"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/write-off-of-warehouse-articles\/\" target=\"_blank\" rel=\"noopener\">Write-offs<\/a><\/strong> and <a href=\"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/transferring-a-stock-item-between-warehouses\/\" target=\"_blank\" rel=\"noopener\"><strong>inter-warehouse transfers<\/strong><\/a> can be created under Warehouse -&gt; Documents -&gt; New document.<\/p>\n<span class=\"su-label su-label-type-success\">\u25cf<\/span> If the recorded inventory does not match the actual stock, identify the reasons for the discrepancy and make corrections accordingly. If necessary, perform a <a href=\"https:\/\/support.simplbooks.ee\/kasutusjuhendid\/inventuur\/\" target=\"_blank\" rel=\"noopener\">stocktaking<\/a> to adjust the inventory levels.<\/p>\n<p><em>If you have any additional questions, please write to us at\u00a0<a href=\"mailto:support@simplbooks.ee\">support@simplbooks.ee<\/a><\/em><\/p>\n","protected":false},"author":426,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[179],"ht_kb_tag":[793,795,640,792,797,773,661],"class_list":["post-32260","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-warehouse","ht_kb_tag-data-fields","ht_kb_tag-filter","ht_kb_tag-inventory","ht_kb_tag-inventory-check","ht_kb_tag-stock-level","ht_kb_tag-stocktaking","ht_kb_tag-warehouse"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/32260","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/users\/426"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/comments?post=32260"}],"version-history":[{"count":12,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/32260\/revisions"}],"predecessor-version":[{"id":35994,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/32260\/revisions\/35994"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/media?parent=32260"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_category?post=32260"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=32260"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}