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Prerequisites
  • Raw materials created under Stock > Item > Item List and tagged Item Group = Raw Materials
  • Warehouses defined under Stock > Warehouse
  • Batch tracking enabled for perishable items (optional)

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1.0 Stock Balance Report

Purpose: See opening, received, issued, and closing balances for each raw material.
  1. Navigate to Stock > Reports > Stock Balance.
  2. Set filters:
    • Item Group = Raw Materials
    • From Date / To Date
    • Warehouse (optional)
  3. Click Generate New Report.
  4. Interpret columns:
    • Opening Qty, In Qty, Out Qty, Closing Qty

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2.0 Stock Ledger Report

Purpose: Drill into every raw material transaction for audit and traceability.
  1. Go to Stock > Reports > Stock Ledger.
  2. Apply filters:
    • Item = [Raw Material Code]
    • Purpose = Material Receipt / Material Issue (optional)
    • Warehouse (optional)
  3. Click Refresh.
  4. Review each entry’s Date, In/Out Qty, Balance, and Voucher No.

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3.0 Reorder Report

Purpose: Identify raw materials that have fallen below reorder level and need replenishment.
  1. Open Stock > Reports > Reorder Report.
  2. Filter:
    • Item Group = Raw Materials
    • Warehouse (optional)
  3. Click Refresh.
  4. Use Reorder Qty suggestions to create Purchase Orders.

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4.0 Stock Ageing Report

Purpose: Track batch-wise age and expiry to implement FEFO (First-Expiry-First-Out).
  1. Go to Stock > Reports > Stock Ageing.
  2. Filters:
    • Item Group = Raw Materials
    • Check Include Batch-wise Data
  3. Click Refresh.
  4. Monitor Batch No, Age (days), and Expiry Date.

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5.0 Material Consumption Report

Purpose: Compare BOM-planned usage vs. actual stock issued in production.
  1. Navigate to Manufacturing > Reports > Material Consumption.
  2. Set filters:
    • From Date / To Date
    • Item Group = Raw Materials
    • Production Item (optional)
  3. Click Refresh.
  4. Analyze Planned Qty, Actual Qty, and Variance.