> ## Documentation Index
> Fetch the complete documentation index at: https://help.mathership.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Inventory Report

> Analyze ingredient stock, movements, costs, and activity across storage units, recipes, and transaction types

# Inventory Report

The Inventory Report gives you a consolidated view of ingredient stock, inventory movements, costs, and activity.

Use it to understand what is currently on hand, what changed during a selected period, where stock moved, and which ingredients need closer review.

<CardGroup cols={3}>
  <Card title="Review stock levels" icon="warehouse">
    See current on-hand quantities and inventory value by ingredient.
  </Card>

  <Card title="Analyze movements" icon="right-left">
    Compare receipts, issues, waste, adjustments, transfers in, and transfers out.
  </Card>

  <Card title="Filter deeply" icon="filter">
    Narrow the report by time range, ingredients, storage units, recipes, transaction types, and activity.
  </Card>
</CardGroup>

## What the report shows

The Inventory Report summarizes inventory data for the selected company.

It can help answer questions such as:

* Which ingredients currently have stock?
* Which ingredients moved during a selected period?
* How much was received?
* How much was consumed or issued?
* How much waste was posted?
* Which ingredients had stock count adjustments?
* Which ingredients were transferred in or out?
* What is the current inventory value?
* What is the current unit cost?
* Which ingredients had no activity?

## Access the Inventory Report

To open the Inventory Report:

<Steps>
  <Step title="Open Reports">
    Go to the reports area in Mathership.
  </Step>

  <Step title="Select Inventory Report">
    Open **Inventory Report**.
  </Step>

  <Step title="Review the default view">
    The report opens with a default time range and shows inventory rows for the selected company.
  </Step>
</Steps>

## Default time range

When the report is opened without a selected date range, Mathership uses **yesterday** as the default period.

You can change the date range at any time using the **Time range** filter.

<Note>
  The date range controls which movements are summarized in the report. Current on-hand stock is shown as the latest stock state for each ingredient.
</Note>

## Report layout

The page has two main areas.

| Area           | What it contains                                                                              |
| -------------- | --------------------------------------------------------------------------------------------- |
| Filter sidebar | Time range, activity, ingredient, storage unit, recipe, transaction type, and numeric filters |
| Report table   | Inventory rows with stock, movement totals, transaction count, value, and unit cost           |

## Filters

Use the filter sidebar to narrow the report.

Each filter section shows a badge when it is active.

Click **Clear all** to reset all filters.

### Time range

Use **Time range** to select the reporting period.

The time range is used to summarize movements such as receipts, issues, waste, adjustments, and transfers.

### Activity

Use **Has activity** to show only ingredients with inventory activity in the selected period.

This is useful when you want to focus on ingredients that actually changed.

### Ingredients

Use **Ingredients** to select one or more ingredients.

The ingredient picker includes a search field so you can quickly find ingredients by name.

### Storage units

Use **Storage units** to filter the report by one or more storage locations.

When more than one storage unit is selected, the table can show a separate **Storage unit** column so you can see which row belongs to which location.

### Recipes

Use **Recipes** to analyze inventory movement related to selected recipes.

When more than one recipe is selected, the table can show a separate **Recipe** column so you can see which row belongs to which recipe context.

### Transaction types

Use **Transaction types** to focus on selected movement types.

| Transaction type | Meaning                                                 |
| ---------------- | ------------------------------------------------------- |
| `RECEIPT`        | Stock received into inventory                           |
| `ISSUE`          | Stock consumed or deducted, often from sales or recipes |
| `WASTE`          | Stock removed as waste                                  |
| `ADJUST`         | Stock corrected through a stock count or adjustment     |
| `TRANSFER_IN`    | Stock received from another storage unit                |
| `TRANSFER_OUT`   | Stock moved out to another storage unit                 |

### Current stock

Use **Current stock** to filter by current on-hand quantity.

This helps you find ingredients above or below a selected stock level.

### Total waste

Use **Total waste** to filter by the amount of waste posted in the selected period.

This helps you identify ingredients with unusually high waste.

### Transaction count

Use **Transaction count** to filter by the number of inventory movements.

This helps you find highly active ingredients or ingredients with no meaningful movement.

### Weighted average cost

Use **Weighted avg cost** to filter by current unit cost.

This is useful when reviewing high-value ingredients or cost-sensitive inventory.

## Report table

The report table displays one row per ingredient result.

Depending on selected filters, rows can also be split by storage unit or recipe.

| Column          | Meaning                                                  |
| --------------- | -------------------------------------------------------- |
| Ingredient      | Ingredient name                                          |
| Storage unit    | Shown when multiple storage units are selected           |
| Recipe          | Shown when multiple recipes are selected                 |
| On hand         | Current quantity available                               |
| Receipts        | Total received quantity in the selected period           |
| Issues          | Total issued or consumed quantity in the selected period |
| Waste           | Total wasted quantity in the selected period             |
| Adjustments     | Total stock count or correction quantity                 |
| Transfers in    | Total quantity transferred into the selected scope       |
| Transfers out   | Total quantity transferred out of the selected scope     |
| Net movement    | Combined movement total for the selected period          |
| Transactions    | Number of inventory movements                            |
| Inventory value | Current stock value                                      |
| Unit cost       | Current cost per base unit                               |

## Quantity display

Quantities are displayed using the ingredient's packaging breakdown when possible.

For example, a quantity may appear as:

| Display           | Meaning                                                 |
| ----------------- | ------------------------------------------------------- |
| `2 boxes / 10 kg` | The stock can be represented in packaging and base unit |
| `5 kg`            | The stock is shown in the ingredient base unit          |
| `12 bottles`      | The stock is tracked as countable bottles               |

This makes the report easier to read when ingredients have packaging levels configured.

## Color cues

The report uses color to make movement direction easier to scan.

| Value type    | Typical color cue           |
| ------------- | --------------------------- |
| Receipts      | Green when stock increased  |
| Issues        | Red when stock decreased    |
| Adjustments   | Highlighted when not zero   |
| Transfers in  | Blue when stock moved in    |
| Transfers out | Purple when stock moved out |

## Sorting

Click sortable column headers to change the sort order.

Common sortable columns include:

* Ingredient
* On hand
* Receipts
* Issues
* Waste
* Adjustments
* Transfers in
* Transfers out
* Net movement
* Transactions
* Inventory value
* Unit cost

Sorting resets the table back to the first page.

## Pagination

The report is paginated so it stays fast even with many ingredients.

You can change:

* Current page
* Page size

The default page size is 50 rows.

## Opening ingredient details

Click a row to open the ingredient detail page.

From the ingredient detail page, you can review:

* Current stock
* Per-storage stock
* Recipes using the ingredient
* Mapped vendor products
* Reorder configurations
* Ledger movements

## How to read movement columns

Movement columns summarize what happened during the selected date range.

| Column        | How to interpret it                                                           |
| ------------- | ----------------------------------------------------------------------------- |
| Receipts      | Stock added from received orders                                              |
| Issues        | Stock removed through sales, recipes, or manual issue logic                   |
| Waste         | Stock removed because it was spoiled, damaged, expired, or otherwise unusable |
| Adjustments   | Stock corrected through counts or manual corrections                          |
| Transfers in  | Stock moved into the selected storage scope                                   |
| Transfers out | Stock moved out of the selected storage scope                                 |
| Net movement  | Overall change from all movement types in the selected period                 |

## Net movement

Net movement combines all movement types for the selected period.

A positive net movement means stock increased overall.

A negative net movement means stock decreased overall.

| Example                              | Meaning                                            |
| ------------------------------------ | -------------------------------------------------- |
| Receipts are high and issues are low | Stock increased during the period                  |
| Issues and waste are high            | Stock decreased during the period                  |
| Transfers out are high               | Stock was moved elsewhere                          |
| Adjustments are high                 | Stock counts or corrections changed the book stock |

## Inventory value

Inventory value shows the current value of stock on hand.

It is based on ingredient quantity and unit cost.

| Field           | Meaning                       |
| --------------- | ----------------------------- |
| On hand         | Current stock quantity        |
| Unit cost       | Cost per ingredient base unit |
| Inventory value | On hand × unit cost           |

## Unit cost

Unit cost is shown per ingredient base unit.

Examples:

| Ingredient | Base unit | Unit cost display |
| ---------- | --------- | ----------------- |
| Tomatoes   | kg        | €/kg              |
| Milk       | L         | €/L               |
| Eggs       | piece     | €/piece           |

Unit cost is usually based on receipt history and weighted average cost.

## Common workflows

### Review yesterday's inventory activity

1. Open **Inventory Report**
2. Keep the default time range if it already shows yesterday
3. Turn on **Has activity**
4. Review receipts, issues, waste, and transfers
5. Click suspicious rows to open ingredient details

### Find ingredients with high waste

1. Open **Inventory Report**
2. Select the date range you want to review
3. Open the **Total waste** filter
4. Enter a minimum waste amount
5. Review ingredients with high waste
6. Open the ingredient detail or ledger for more context

### Review stock in one storage unit

1. Open **Inventory Report**
2. Select one storage unit in the **Storage units** filter
3. Review on-hand stock, movements, and value
4. Click an ingredient row for detail if needed

### Compare movement for selected ingredients

1. Open the **Ingredients** filter
2. Select the ingredients you want to compare
3. Choose the time range
4. Review receipts, issues, waste, adjustments, and net movement

### Review recipe-related usage

1. Open the **Recipes** filter
2. Select one or more recipes
3. Review related ingredient usage and movement
4. Use the ingredient detail page if a quantity looks unexpected

### Find expensive inventory

1. Open the **Weighted avg cost** filter
2. Enter a minimum unit cost
3. Sort by **Inventory value** or **Unit cost**
4. Review high-value ingredients and check whether stock levels look reasonable

## Best practices

<CardGroup cols={2}>
  <Card title="Start with a clear time range" icon="calendar-days">
    Select the period you want to analyze before reviewing movement totals.
  </Card>

  <Card title="Use Has activity first" icon="activity">
    Turn on activity filtering when you only want ingredients that changed during the period.
  </Card>

  <Card title="Check waste regularly" icon="trash">
    Use the waste filter to identify recurring spoilage, over-portioning, or handling problems.
  </Card>

  <Card title="Review adjustments carefully" icon="clipboard-check">
    Large adjustments can indicate counting mistakes, missing receipts, or mapping issues.
  </Card>

  <Card title="Use storage filters" icon="warehouse">
    Filter by storage unit when you want to understand where stock moved or where problems occurred.
  </Card>

  <Card title="Open ingredient details" icon="carrot">
    Use row clicks to investigate suspicious stock levels, costs, or movements.
  </Card>

  <Card title="Compare value and movement" icon="chart-line">
    High-value ingredients with high movement deserve regular review.
  </Card>

  <Card title="Keep mappings accurate" icon="link">
    Product and POS mappings affect receipts, issues, costs, and reports.
  </Card>
</CardGroup>

## Common problems

<AccordionGroup>
  <Accordion title="The report shows no data">
    Check that:

    * The selected company has inventory data
    * The date range includes inventory movements
    * Filters are not too restrictive
    * **Has activity** is not hiding inactive ingredients
    * The selected ingredients, recipes, or storage units are correct
  </Accordion>

  <Accordion title="An ingredient has stock but no activity">
    Current stock can exist even if there were no movements during the selected period.

    Turn off **Has activity** or widen the date range to see more movement history.
  </Accordion>

  <Accordion title="Movement totals look too high or too low">
    Check:

    * The selected date range
    * Transaction type filters
    * Storage unit filters
    * Product mappings
    * POS mappings
    * Recent stock counts or adjustments
  </Accordion>

  <Accordion title="Waste looks unexpectedly high">
    Open the ingredient detail page and review waste entries in the ledger.

    High waste can come from spoilage, expired stock, staff meals, over-portioning, customer returns, or manual waste postings.
  </Accordion>

  <Accordion title="Inventory value looks wrong">
    Check the ingredient's receipt history, product mapping factor, unit cost, and recent stock adjustments.

    Incorrect conversion factors can create incorrect stock quantities and values.
  </Accordion>

  <Accordion title="Unit cost is missing or zero">
    The ingredient may not have receipt cost history yet.

    Receive mapped vendor products with prices so Mathership can calculate a meaningful unit cost.
  </Accordion>
</AccordionGroup>

## Related pages

<CardGroup cols={2}>
  <Card title="Ingredients" icon="carrot" href="/en/restaurants/inventory/ingredients">
    Manage ingredient details, base units, stock, mappings, and reorder configurations.
  </Card>

  <Card title="Storage Units" icon="warehouse" href="/en/restaurants/inventory/storage-units">
    Manage storage locations and review stock by location.
  </Card>

  <Card title="Inventory Ledger" icon="list" href="/en/restaurants/inventory/ledger">
    Review detailed inventory movements for an ingredient and storage unit.
  </Card>

  <Card title="Receiving Orders" icon="boxes-stacked" href="/en/restaurants/inventory/receiving-orders">
    Receive vendor orders and create receipt movements.
  </Card>

  <Card title="Waste" icon="trash" href="/en/restaurants/inventory/waste">
    Record wasted ingredients and reduce stock.
  </Card>

  <Card title="Stock Counts" icon="clipboard-check" href="/en/restaurants/inventory/stock-counts">
    Count physical stock and create adjustment movements.
  </Card>

  <Card title="Transfers" icon="right-left" href="/en/restaurants/inventory/transfers">
    Move stock between storage units or company locations.
  </Card>

  <Card title="Product Mapping" icon="link" href="/en/restaurants/inventory/product-mapping">
    Connect vendor products to ingredients so receiving updates stock and costs.
  </Card>

  <Card title="Recipes" icon="utensils" href="/en/restaurants/inventory/recipes">
    Use ingredients in recipes and connect sales usage to inventory.
  </Card>

  <Card title="POS Mapping" icon="cash-register" href="/en/restaurants/integrations/pos-mapping">
    Map POS sales items to ingredients or recipes for stock deductions.
  </Card>
</CardGroup>
