Item Balance (Simple)
Overview
Below is a clear, business‑focused explanation of the Item Balance (Simple) report in Dafater.
Item Balance (Simple) – Business Explanation
What Business Information This Report Provides
The Item Balance (Simple) report gives a current snapshot of available stock quantities for each item in your business.
It shows how much inventory you have right now, by item and warehouse, without transaction history or valuation complexity.
In simple terms, it answers: - What items do we have? - Where are they stored? - How much is available for use or sale?
When and Why to Use This Report
Use this report when you need quick, operational visibility into inventory levels.
Typical reasons to use it: - Daily stock review by operations or warehouse teams - Checking availability before confirming a sale or delivery - Identifying low‑stock or overstock situations - Supporting purchasing and replenishment decisions - Quick management review without detailed stock movement analysis
This report is ideal when speed and clarity are more important than deep inventory analysis.
Key Columns and Their Business Meaning
The report is based on current stock balances and usually includes:
Item Code / Item Name
Identifies the product or material. Used to recognize what inventory you hold.Warehouse
Shows where the stock is physically or logically stored. Helps manage stock distribution across locations.Actual Quantity
The real, usable quantity currently available in stock.
This is the most critical number for sales, production, and fulfillment decisions.
(Some setups may also show basic item grouping or unit of measure for clarity.)
Available Filters and Their Business Purpose
Common filters help narrow the report to what matters for a specific decision:
Company
View stock for a specific legal entity if your business operates multiple companies.Warehouse
Focus on stock at a particular location, branch, or store.Item
Check availability for a specific product, often used by sales or procurement teams.Item Group
Review stock by product category (e.g., raw materials, finished goods).
These filters allow managers to quickly focus on relevant inventory without distraction.
How to Interpret the Results for Business Decisions
High Quantity
May indicate healthy stock levels—or potential overstock tying up cash.Low or Zero Quantity
Signals a risk of stock‑out. Action may be needed to reorder or redistribute stock.Stock Concentrated in One Warehouse
May suggest the need for internal transfers to balance availability.Unexpected Quantities
Can highlight data issues, stock handling problems, or planning gaps.
This report supports fast, day‑to‑day decisions, not long‑term financial analysis.
Common Use Cases and Scenarios
- Sales Team: Check if an item is available before confirming an order
- Warehouse Team: Daily opening stock review
- Procurement: Identify items that need replenishment
- Operations Manager: Monitor overall stock health across locations
- Management: Quick inventory overview during meetings
Summary
The Item Balance (Simple) report in Dafater is a practical, easy‑to‑read inventory snapshot.
It helps businesses stay informed about what stock is available, where it is, and whether action is needed—making it an essential tool for daily operations and quick decision‑making.
Report Information
- Module: Stock
- Related DocType: Bin
- Report Type: Query Report
- Standard: Yes