Supply chain report#

The Inventory & Supply Chain tab on the dashboard is a firm-wide, movement-centric view of your product catalogue. It answers three questions at a glance: what's moving, what's stuck, and what's actually making money. It respects the date range picker for movement and profit; current stock, idle time, and the pending pipeline are shown as of now.

Optional head filter#

A single Product head selector at the top narrows every KPI, chart, and list to that head's product codes. Clear it with the ✕ to return to the firm-wide view.

KPI strip#

• Stock value — current on-hand stock valued at weighted-average cost (ex-tax).
• Arrived qty / Dispatched qty — units received (approved arrivals) vs shipped (approved deliveries, returns excluded) in the period.
• Est. profit and Margin — see How profit is calculated.
• Pending arrival ₹ — value still awaiting arrival from suppliers.
• Pending dispatch ₹ — value of ordered goods not yet delivered to customers.
• Products in loss — how many products sold below cost this period.

A red chip also flags dead-stock products (holding stock with no dispatch in the period).

Charts#

• Stock movement — a two-pane card: the top pane plots units arrived vs dispatched by month, the bottom pane plots value (arrivals at net purchase price, dispatches at weighted-average cost). Each pane overlays a net line (in − out) so you can see at a glance whether stock is building up (positive) or drawing down (negative), in both quantity and money.
• Stock value by head — where your capital is tied up.

Lists#

• Highest profit and Loss-making products — ranked by FIFO profit.
• Slowest / dead stock — products holding stock, longest idle first ("last dispatched N days ago"; never-dispatched stock sorts to the top).
• Fastest movers — most dispatched this period.
• Capital tied up in stock — products by current stock value.
• Pending arrivals — product · supplier · remaining qty · value · age (from sent / partially-arrived purchase orders).
• Pending dispatch — product · customer · pending qty · value · age (ordered minus delivered).

How profit is calculated#

Profit uses FIFO (first-in, first-out) costing:

Each unit sold draws its cost from the oldest remaining purchase layer.

Worked example. You buy 100 pcs at ₹10 each, later 100 pcs at ₹20 each, then sell 1 pc for ₹15. FIFO consumes the ₹10 layer first, so that unit costs ₹10 → profit = 15 − 10 = ₹5.

Because FIFO is order-dependent, the report replays each product's full purchase-and-sale history to know which layers a given period's orders consume. Revenue is the ordered ex-tax revenue (orders whose PO date falls in the period); cost is the FIFO cost of those ordered units. Profit = revenue − cost; margin = profit ÷ revenue.

Caveat: if recorded sales exceed recorded purchases for a product (e.g. opening stock that was never entered as an arrival), the last known purchase cost is reused for the shortfall. Purchase layers come from approved stock arrivals (at the PO-discounted net rate) plus any priced positive stock adjustments.

Note: the Product report tab currently uses a simpler average-cost method, so its profit figures can differ from this tab until the two are aligned.

Printing#

Print report (top-right of the tab) generates a one-click PDF of the current view — headline KPIs, the monthly movement table, stock-by-head, profit/loss, slow/fast movers, capital tied up, and the pending arrival/dispatch pipeline. If a product-head filter is active, the PDF is scoped to that head. It carries your firm branding and a footer noting who printed it.