Low stock report

Purpose

Use the Low stock report to identify products that are below their configured safety stock or otherwise marked by the low-stock logic. The report is filterable and exportable.

Roles involved

• Inventory controller
• Store manager
• Purchasing user

Preconditions

• The user needs permission to read the Low stock report.
• Products should have safety stock and stock-related master data configured if you expect meaningful low-stock results.

Navigation path

Reports → Low stock report

Step-by-step procedure

1. Open Reports → Low stock report.
2. Use the available filters such as Location, Vendor, Category, Type and stock-related type filters.
3. Run the report.
4. Review the result list. The report includes product number, description, barcode, category, location, vendor, safety stock and on-hand quantity.
5. Click export when you need the report in file form.

Required fields

• At least one meaningful filter is recommended, although the report can be opened without narrowing the list.

Validation rules

• Filter values must come from configured vendors, locations, categories and item types.

Exceptions

• The report uses stock logic and safety stock values, so products without those settings may behave differently than expected.

Common errors

• Users expect all low-availability products to appear even if safety stock is not configured for them.
• Users forget to filter by location and mix multiple stores in one result.

Troubleshooting

• If the list is too large, add location or vendor filters.
• If expected items are missing, verify the product’s safety stock and current balance.

Questions / Gaps

• The exact stock-type logic used by the report should be confirmed in live use if end users need a strict definition of ‘low stock’.