Product Positions Report

The Product Locations Report is used to determine the quantities of products stored at each location (warehouse), whether in one location or multiple locations, displaying the quantity for each location and the total quantity, which helps with inventory counting, making purchasing decisions, transferring inventory between branches, and knowing available quantities at each location.

What does the Product Locations Report display?

The report displays only stocked products (and does not include non-stocked products or services), along with the following data:

• Product serial number

• Product name

• Location name (warehouse)

• Quantity available at each location

• Total quantity across all locations

If you select more than one location:

• A row appears for each product

• A column appears for each location showing its quantity

• Along with a total quantity column

On what basis is the quantity calculated?

The Product Locations Report is based on all inventory movements, including:

• Sales invoices

• Purchase invoices

• Inventory transfers between locations

• Inventory counts

• Opening balances

• Manufacturing orders

• Credit or debit notes (in case of goods returns)

The Date Adopted in the Report

• The report is based on the transaction date, not:

  • The invoice due date

  • Nor the invoice issuance date

Illustrative Example:
If a purchase invoice is created today with today’s issuance date, even if the issuance or due date is 7 days later,
the quantity will appear immediately in the report when the report is generated today.

Types of Products That Appear or Do Not Appear in the Report

Appear in the Report

• Stocked products

• Stocked products even if their quantity is zero

Products with zero quantity will appear with the quantity (0) displayed next to them.

Do Not Appear in the Report

• Non-stocked products

• Services

• Archived products

Once a product is archived, it disappears immediately from the report.

How Do You Ensure the Product Is Stocked?

• Go to Products and Costs

• You will find a column named “Inventory?” next to each product.

• It shows whether the product is stocked or non-stocked

Available Filtering Options in the Report

You can control the displayed data through:

1) Locations (Warehouses)

• You can select one or more locations

• When selecting more than one location:

  • A column appears for each location

• When no location is selected:

  • The report displays only the locations you are authorized to view

2) Specific Date

• The report does not support (from, to)

• It displays the quantity as it was on a single date that you select

• Useful for knowing:

  • Today’s inventory

  • End-of-month inventory

  • Inventory on a specific date for counting

Access Permissions for the Product Locations Report

Linking the Report to Permissions

• The Product Locations Report is directly linked to the permission:
  Sales and Purchases Summary Report

What Does This Mean?

• When granting a user permission to view the Sales and Purchases Summary Report:

  • The Product Locations Report appears automatically

• The Product Locations Report cannot be hidden if this permission is enabled

• Grant the user permission to view the Sales and Purchases Summary Report by going to Settings, then Users, then clicking “Manage Roles” in the top options, then clicking Edit next to the role associated with the required user, then enabling the options next to the “Sales and Purchases Summary” item.

Controlling the Locations Displayed to the User

The report will display only the locations the user is authorized to view.

To Manage Permissions:

1. Settings

2. Users

3. Edit next to the user

4. Select the locations the user is allowed to access

The User:

• Sees only products and operations in authorized locations

• Does not see unauthorized locations

• Cannot create invoices or view operations in unauthorized locations

Exporting the Product Locations Report

You can export the report in formats:

• Excel

• PDF

Export Notes

• Export is based on the same date and filtering you selected

• The exported data exactly matches what is displayed in the report

• When selecting more than one location:

  • Each location appears in a separate column within the Excel file

When Do I Use the Product Locations Report?

• To know each branch’s inventory accurately

• For inventory counting purposes

• To make a decision:

  • Purchase additional quantities

  • Transfer inventory from one location to another

• To know inventory:

  • Today

  • End of month

  • A specific date

Important Notes

• The report does not support a time period (from, to)

• It is based on the transaction date

• It does not include non-stocked or archived products

• It serves as an accurate reference for inventory counting and decision-making

Training Course

You can view a practical explanation of the Product Locations Report through the following video:
Training course, Product Locations Report
https://www.youtube.com/watch?v=dmWljgxTUFQ

Keywords for Inquiry

If I want to print the remaining inventory
Product Locations Report
Know product quantity on a specific date
Branch inventory report
Inventory quantity for each branch
End-of-month inventory