Total Stock Summary
Overview
Below is a business‑focused explanation of the Total Stock Summary report in Dafater.
Report: Total Stock Summary
Module: Stock
Purpose: Inventory visibility and control
1. What business information this report provides
The Total Stock Summary report gives a consolidated view of current inventory levels across your organization. It shows:
- What items you have in stock
- Where those items are stored
- How much quantity is available
- The value of that stock based on valuation rates
In simple terms, this report answers the question:
“What do we have in stock right now, where is it, and what is it worth?”
2. When and why to use this report
You should use this report when you need to:
- Monitor overall inventory availability
- Support purchase, sales, and production planning
- Identify overstocked or understocked items
- Review inventory value for financial or management decisions
- Prepare for audits, stock reviews, or management meetings
This report is especially useful for daily operational reviews, month‑end checks, and strategic inventory planning.
3. Key columns and what they mean for business
Typical business‑relevant columns include:
Item
Identifies the product or material. Helps track availability of specific goods.Item Name / Description
A clear business description of the item for easy understanding.Warehouse
Shows where the stock is physically located. Useful for logistics and internal transfers.Actual Quantity
The total quantity currently available in stock. This is the key indicator for fulfillment readiness.Reserved Quantity (if shown)
Quantity already committed to sales orders or production, but not yet issued. Helps assess true availability.Available Quantity
Stock that is free to use or sell after reservations.Valuation Rate
Cost value per unit. Used to understand inventory cost.Stock Value
Total monetary value of the available stock. Important for financial review and asset valuation.
4. Available filters and their business purpose
Common filters and how they help the business:
Company
View stock for a specific legal entity if you manage multiple companies.Warehouse
Focus on inventory in a particular location, branch, or store.Item or Item Group
Analyze specific products or categories, such as raw materials, finished goods, or spare parts.Date
View stock position as of a specific date, useful for audits or historical reviews.Show Zero Stock Items
Helps identify items that are out of stock and may need replenishment.
These filters allow managers to narrow down inventory data to match specific business questions.
5. How to interpret the results for business decisions
High quantity + low movement items
Indicates potential overstocking and tied‑up capital.Low or zero stock for fast‑moving items
Signals risk of stock‑outs and lost sales; may require urgent purchasing.High stock value in a single warehouse
May indicate imbalance and the need for redistribution.Large difference between actual and available quantity
Suggests heavy future commitments; sales or production plans should be reviewed carefully.
By reviewing this report regularly, decision‑makers can balance availability, cost, and cash flow.
6. Common use cases and scenarios
Procurement planning
Buyers use the report to decide what to reorder and in what quantity.Sales readiness check
Sales teams confirm whether items are available before committing to customers.Warehouse management
Store managers monitor stock levels and plan internal transfers.Financial review
Finance teams assess inventory value as part of working capital analysis.Audit and compliance
Auditors and managers verify stock position against physical counts.
Summary
The Total Stock Summary report in Dafater is a critical management tool that provides real‑time visibility into inventory quantity and value. It supports better planning, reduces stock risks, and enables informed operational and financial decisions across the business.
Report Information
- Module: Stock
- Related DocType: Stock Entry
- Report Type: Script Report
- Standard: Yes