Stock Reports
Overview
Stock reporting comes from two places. The Stock Movement Report totals each product's stock over a period: what it opened with, what came in, what was sold and what is left. And every stock screen keeps a full history — a ledger of every movement — several of which can be exported to a spreadsheet.
Where to look
| You want to know… | Open this |
|---|---|
| Opening, received, sold and closing stock of each product over a period | Sales → POS → Stock Movement Report |
| Every change to a product's stock | Stock Control → Inventory Transactions |
| Every change to a modifier's stock | Stock Control → Modifier Inventory Transactions |
| Every change to an ingredient's stock | Stock Control → Ingredient Transactions |
| Purchase order history and totals | Stock Control → Stock Orders |
| Current stock of every product, per outlet | Stock Control → Product Inventory |
| Current stock of every ingredient, per outlet | Stock Control → Ingredient Inventory |
Each ledger row shows the movement type (in / out / adjustment), the quantity, the stock before and after, the reason, the staff member, and a link to the source sale or order.
How it works
- These views are filterable and sortable — by date, outlet, product, and more.
- Product Inventory, Ingredient Inventory, and the Ingredients list support CSV export, so you can take a current-stock snapshot into a spreadsheet for stock-takes or accounting.
Stock Movement Report
Sales → POS → Stock Movement Report (/rewardlyPos/stockMovementReport) lists every product that tracks quantity and adds up its stock movements between two dates. Filter by date range (up to 3 months), Outlets and Category.
The Summary tab has one line per stock count — a product's shared count, or an outlet's own count where that outlet keeps one:
| Column | What it shows |
|---|---|
| Opening | Stock at the start of the range. |
| Received | Stock that came in on stock orders. |
| Manual adj. | Changes made by hand, in the admin or on the POS. |
| Shift resets | Changes made by a quantity that resets each shift. |
| Sold | Units sold. |
| Returned | Units put back by a void, cancellation or refund. |
| Closing | Stock at the end of the range — the live stock when the range runs up to now. |
| Unrecorded | A change that was never written to the stock ledger. |
Closing = Opening + Received + Manual adj. + Shift resets − Sold + Returned. Received, Shift resets and Unrecorded are hidden while every line reads 0.
The Manual adjustments tab lists each manual change on its own line: the date, the product, the stock before and after, the change, who made it and where. Both tabs can be downloaded as a spreadsheet.
Low-stock visibility
There is one low-stock alert in Rewardly: the Low alert stock threshold on each ingredient. Set it, and that ingredient is flagged when it runs low. Products and modifiers do not have a low-stock alert — review their current-stock views instead.
Related
- Inventory · Ingredients & Recipes · Suppliers & Purchasing.
- For sales reporting, see Payment Reports.