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The four reports worth reading

Stock systems produce dozens of reports and most businesses look at none of them regularly.

7 min read320 wordsUpdated July 2026

The value of a stock system is not the record; it is the small number of questions the record can answer. Most of the reporting goes unread because nobody decided which questions matter.

For stock reporting, workforce analytics software offers a broader example of turning repeated activity records into trends rather than isolated snapshots.

What is due to be ordered

Items at or below their reorder point, with the quantity suggested. Read weekly, actioned the same day.

This is the report that prevents stockouts and it only works if the reorder points are current, which is why the review of those points matters as much as the report itself.

What has not moved

Items with no movement in a defined period, with the value attached. Read quarterly, with a decision required against each line.

This is the dead stock report and it is the one businesses avoid, because every line on it represents a purchase that did not work out.

For technical background on product identification and scanning, GS1 barcode standards describe common barcode standards used in supply chains.

Sort the no-movement report by value

A hundred cheap lines that have not moved are clutter. Three expensive ones are capital, and they are what the review should start with.

Where the variances are

Counted lines with a variance, by size and by cause, over time. Read monthly.

This is the diagnostic report — it shows whether accuracy is improving, which categories leak, and whether the process changes made last quarter did anything.

What sells and what does not

Movement by line over a period, ranked. Read quarterly, and used for two decisions: which lines justify tighter stock management, and which should be discontinued.

Most catalogues follow the familiar pattern where a minority of lines account for the majority of movement, and knowing precisely which ones changes where the effort goes.

Put them in the calendar

Reports read when someone remembers are reports read after a problem. A standing slot — weekly for the reorder report, monthly for variances, quarterly for the other two — is what turns a system into a management tool.

Four reports, on a schedule, is more useful than a dashboard nobody opens.

General information. Nothing here is accounting, tax or legal advice. Stock valuation methods, write-off evidence requirements, the tax treatment of losses and the rules on monitoring staff differ substantially between jurisdictions and change over time. Take qualified advice on your own situation.

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