Run an on-hand report

An on-hand report answers “what do we have, and what’s it worth?” — across the whole operation or any slice of it.

Run it

Start from Inventory → Inventory → On-hand stock, or open Reports for the dedicated view. Then narrow it:

• By warehouse — one site or all
• By category — one product group
• By status — in stock, low, out of stock

What it tells you

• Quantities — units on hand per product and location
• Value — quantity × unit cost, totaled — see Understand stock valuation
• Low stock — products at or below their reorder point

Use it for

• A stock valuation snapshot for accounting or audit
• Spotting overstock — high value sitting still
• A reorder list — filter to low stock and that’s your buying list

Snapshot it

Export the report to CSV, dated, at month-end — see Export your data to CSV. A trail of monthly on-hand files is a simple, solid valuation record.

Tip: run the on-hand report by category. A category total that’s drifted up month over month is overstock building quietly — easier to catch here than product by product.