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OutSmart Guide

Inventory Reports

OutSmart has two Inventory Reports for stock levels and movement:

ReportBest for
Item List ReportA snapshot — current stock for every item, filtered by category, manufacturer, distributor, or stock level. Low-stock and valuation reports both come from here.
Inventory Adjustment ReportA history — every transaction that has moved your inventory in or out, including purchases, sales, refunds, manual adjustments, and blending.

Both are accessed from the Reports page in the Main Navigation Menu under the Financial Reports category. See Reporting Overview for the general workflow.

Item List Report

A row per item in your dispensary. The list includes products, services, lab tests, and anything else you’ve ever sold or recommended.

The filter options are:

  • Start Date — the inventory-count start date. Normally leave this blank unless you have a specific reason to set it.
  • End Date — the end date for the inventory list. Set this when you need an inventory snapshot as of a particular date.
  • Filter Category — restrict to items in one or more categories.
  • Filter Product Status — restrict to enabled items, disabled items, or all. Defaults to enabled.
  • Compare stock to entered value or product minimum — restrict to items whose stock matches a comparison. For example, <5 returns every item with fewer than five in stock. Checking Use Product Minimum changes the comparison target from a number you type to each item’s configured minimum stock level — useful when restock thresholds differ per item.
  • Filter by Manufacturer — restrict by manufacturer.
  • Filter by Distributor — restrict by distributor.
  • Filter by Sales Quantity — restrict to items whose sales over the date range match a comparison (for example, >0 for items that have sold at all, =0 for items that haven’t moved). Useful when running an item-turnover analysis.
  • Group By — group results with subtotals for each group. Multi-level grouping is supported.
  • Columns and Column Order — drag and drop to reorder, click × to remove a column, click the empty space to the right of the last column to add one.

Sample — Low stock report

A list of items that are running low and may need to be reordered.

  1. Set Filter Product Status to Enabled to skip items you no longer carry.
  2. Set Compare stock to a value such as <5 or <10 — or check Use Product Minimum and enter < on its own to get every item that has dropped below its per-item restock threshold.

The result is your reorder list.

Sample — Inventory valuation report

The retail value and wholesale cost of your current inventory.

  1. Set Compare stock to >=1 to skip items that are out of stock.
  2. Add the Sales Value column (retail value of stock on hand) and the Cost Value column (wholesale cost of stock on hand).

Group by category if you want subtotals per category.

Inventory Adjustment Report

A row per transaction that has moved an item’s stock count. This includes every purchase received, every sale invoiced, every refund processed, every manual adjustment made, and every blending operation that consumed ingredients to produce a recipe.

Use this report when you need to audit how an item arrived at its current stock count — for example, when a count doesn’t match what you expect on the shelf and you need to retrace the movements.

The filter options follow the same shape as the Item List Report — date range, category, manufacturer, distributor — with Group By and Columns and Column Order working the same way as in every other report.