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Reports Reports help you analyze purchasing, inventory, products, customers, delivery locations, and order activity.
Bestellfix uses your order data, inventory movements, product data, delivery locations, and filters to create structured reports.
What Reports Do With reports, you can:
Review inventory stock and movements
Analyze COGS and inventory value
View customer and client reports
View vendor order reports
View product reports
Create delivery location reports
Export report data as CSV
Export selected reports as PDF
Save report configurations
Create background export jobs
Download completed export files
Report Types Bestellfix supports several report areas.
Report Purpose Inventory report Analyze stock, movements, costs, recipes, and activity On-hand report Show current stock by ingredient and storage unit COGS report Calculate cost of goods sold from issue movements Client report Show vendor customers and customer activity Order report Show vendor orders and order status Product report Show product data and ordering activity Delivery location report Show deliveries for one delivery location Report exports Create downloadable report files
Inventory Report The inventory report gives a general overview of ingredient stock, movements, costs, and recipe-related activity.
It is not tied to one POS integration.
The report can include:
Field Meaning Ingredient Ingredient included in the report Storage unit Storage location Current stock Current calculated on-hand quantity Movements Inventory ledger entries Cost Inventory value or movement value Recipe Recipe-related usage Transaction type Receipt, issue, waste, transfer, or adjustment Activity Whether there was movement in the selected period
Inventory Report Filters The inventory report can be filtered by:
Filter Meaning Company Company to report on Date from Start date Date to End date Ingredient IDs One or more selected ingredients Storage unit IDs One or more storage locations Recipe IDs One or more recipes Transaction types Receipt, issue, waste, transfer, adjustment Has activity Show only ingredients with activity Current stock minimum Show stock above a minimum value Current stock maximum Show stock below a maximum value Limit Limit the number of returned rows
Date filters use the full day.
Filter Time used Date from 00:00:00 Date to 23:59:59
On-Hand Report The on-hand report shows current stock by ingredient and storage unit.
It is calculated from inventory ledger quantities.
Field Meaning Ingredient Ingredient ID Storage unit Storage unit ID On hand Sum of all ledger quantities
You can filter by:
Company
Storage unit
Ingredient
COGS Report The COGS report calculates cost of goods sold from inventory ISSUE movements.
It uses the value of issue ledger entries in the selected date range.
Field Meaning Company Company being analyzed Date from Start date Date to End date COGS value Sum of issue movement values
COGS is based on posted inventory issue movements. If POS sales or recipe deductions were not posted, they will not be included.
Client Report The client report is mainly for vendors.
It shows customer companies connected to the vendor.
The report can include:
Field Meaning ID Customer company ID Customer number Vendor-specific customer number Business name Customer company name User email Customer user email City Customer city Total orders Number of orders from that customer Created at Creation date
Order Report The order report shows vendor order activity.
It can include:
Field Meaning ID Order ID Order number Bestellnummer Placed at Date and time the order was placed Status Order status Customer name Customer company Vendor name Vendor company Customer number Vendor-specific customer number Items count Number of order items Status updated at Last status update
Archived orders are excluded.
Product Report The product report shows product data and order activity.
It can include:
Field Meaning ID Product ID Article number Vendor article number Article name Product name Availability Product availability Stock Product stock Unit Product unit Packaging Packaging information Total ordered Number of related order items Created at Product creation date
Delivery Location Report The delivery location report shows all deliveries for one selected delivery location within a date range.
It supports JSON, CSV, and PDF output.
Required fields:
Field Meaning Delivery location Delivery location to report on Date from Start date Date to End date
Effective Delivery Date The delivery location report uses an effective delivery date.
Bestellfix checks dates in this order:
Delivery date
Estimated delivery date
Placed at date
This means that if an actual delivery date exists, it is used first.
Delivery Location Report Fields The delivery location report can include:
Field Meaning Delivery date Effective delivery date Article number Product article number Article name Product name Quantity Received quantity if available, otherwise ordered quantity Unit Top packaging level or product unit Total price Quantity multiplied by item price Daily total Total value for one delivery date Grand total Total value for the full report period
Received Quantity in Reports If an order item has a received quantity, the delivery location report uses it.
If no received quantity exists, the report uses the original ordered quantity.
Situation Quantity used Item was received Received quantity Item was not received Ordered quantity
Product Exclusion from Partner Reports Products can be excluded from partner reports.
If a product is marked as excluded, it will not appear in the delivery location report.
Use this for products that should not be shown in partner-facing delivery reports.
CSV Exports Several reports can be downloaded as CSV.
CSV exports are useful for:
Excel analysis
Accounting
Vendor reporting
Delivery checks
Internal controlling
Data backups
For German-language delivery location reports, CSV files use semicolon separators.
PDF Exports Delivery location reports can also be exported as PDF.
PDF reports are useful for:
Sharing with team members
Sending to partners
Printing
Archiving delivery summaries
Available Report Filters Bestellfix can return available filters and columns for configurable reports.
Supported configurable report areas include:
Area Typical columns Clients Customer number, business name, email, city, total orders Orders Order number, placed at, status, customer, items count Products Article number, article name, availability, stock, unit
This helps build custom report views.
Saved Report Configurations Report configurations allow users to save selected report settings.
A configuration can include:
Field Meaning Report type Clients, orders, or products Filters Saved filter settings Columns Selected columns User Owner of the configuration
Saved configurations can be opened again later to return the same report structure.
Report Configuration Data When a saved report configuration is opened, Bestellfix rebuilds the report with:
The saved report type
The saved filters
The saved columns
The current available data
Saved report configurations store the report setup, not a frozen copy of old results.
Report Export Jobs Report export jobs create downloadable files in the background.
This is useful for larger reports or bundled exports.
A report export job can include:
Field Meaning Company Company the export belongs to Report type Type of report to export File format Export format Date from Start date Date to End date Status Export job status File key Stored export file reference
Export Job Status Export jobs can have different statuses.
Status Meaning Pending Export was created and is waiting Processing Export is being generated Completed Export is ready for download Failed Export could not be created
Downloading Export Files Completed export jobs can be downloaded through a temporary download link.
The download link is time-limited.
Field Meaning Download URL Temporary file link Expires in seconds How long the link remains valid Filename Suggested download filename
A report export can only be downloaded after the export job is completed and a file is available.
Common Workflows Review Inventory Activity
Open Reports
Select Inventory Report
Choose a date range
Filter by ingredient or storage unit if needed
Review stock, movement, and cost data
Check Current Stock
Open the on-hand report
Select the company
Filter by storage unit if needed
Review current stock by ingredient
Review COGS
Open the COGS report
Select the company
Select the date range
Review the COGS value
Create a Delivery Location Report
Open Delivery Location Report
Select the delivery location
Select date from and date to
Review the delivery summary
Download CSV or PDF if needed
Export a Report
Select the report type
Choose the file format
Select the date range
Create the export job
Wait until the job is completed
Download the file
Save a Report Configuration
Choose the report type
Select filters
Select columns
Save the configuration
Reopen it later when needed
Troubleshooting Inventory Report Shows No Data Check that:
The correct company is selected
The date range contains inventory movements
Ingredients exist
Storage units exist
Filters are not too restrictive
Inventory ledger entries exist
COGS Is Zero Check that:
There are ISSUE movements in the selected period
POS sales or recipe deductions were processed
Weighted average costs exist
Receipt costs were posted before issues
Delivery Location Report Is Empty Check that:
Delivery location is correct
Date range is correct
Orders exist for the delivery location
Orders are not archived
Products are not excluded from partner reports
Delivery date, estimated delivery date, or placed date falls inside the range
CSV Download Has Unexpected Columns Check whether custom columns were selected.
If no columns are provided, Bestellfix uses the default columns for that report type.
PDF Download Fails Check that:
The delivery location report has data
Date from and date to are valid
The PDF template is available
The report format is set to PDF
Export Is Not Ready The export job may still be pending or processing.
Wait until the status is completed before downloading.
Download Link Expired Create a new download link for the completed export job.
Best Practices Use Date Ranges Carefully Use short date ranges for detailed analysis and larger date ranges for summaries.
Keep Inventory Posting Up to Date Reports depend on posted inventory movements.
Receive orders, post counts, process POS sales, and record waste regularly.
Use Delivery Dates Delivery location reports are more accurate when actual delivery dates are maintained.
Exclude Irrelevant Products Use product exclusion for partner reports when certain products should not appear in delivery summaries.
Save Frequently Used Reports Save report configurations for recurring reports such as weekly orders, monthly product activity, or customer overviews.
Export Large Reports Use background export jobs for larger reports instead of loading everything directly in the browser.
Summary Reports help you understand what happened in purchasing, inventory, products, and deliveries.
They help you:
Track stock levels
Analyze inventory movements
Review order activity
Calculate COGS
Check delivery location data
Export data for Excel or accounting
Save recurring report views
Related Articles
Inventory Ledger Review the inventory movements that reports are based on.
Receiving Orders Receive vendor orders and create receipt movements for reporting.
Ingredients Manage the ingredient master data used in inventory reports.
Storage Units Manage the storage locations used in stock and delivery reports.
Recipes Connect POS sales and recipe deductions to inventory reporting.
Orders Review customer and vendor orders used in order reports.
Product Mapping Connect vendor products to ingredients for better inventory and cost reporting.
Dashboard View live inventory summaries, critical stock, and recent movements.
