Inventory Reports is the PhreeForm group that produces every stock-and-cost report you need — valuation, movement, variance, and the physical count sheets your team uses during cycle counts.

How to get there #

Menu: Inventory → Reports
Direct URL pattern: https://yourdomain.com/?bizRt=phreeform/main/manager&gID=inv

The reports that ship with Bizuno #

Report	What it shows	When to run it
Item List	All items with category, type, price, cost, and status.	Catalog audit; sharing SKU master data.
Stock Count Sheet	SKU, description, bin location, expected qty, blank “counted” column.	Print before any physical or cycle count.
Inventory Valuation	On-hand qty × cost-layer value per SKU, with category subtotals.	Month-end; ties to the Inventory account balance.
Inventory Movement	Receives, sales, adjustments, transfers, builds — net change per SKU for a date range.	Investigate variances.
Low Stock	Items at or below Reorder Point.	Weekly buyer review (same data as the Low Stock Alert widget).
Reorder Report	Suggested order quantities grouped by Preferred Vendor.	Before generating reorder POs.
Inventory Variance	Differences between system and physical counts, with running totals.	Post-count reconciliation.
BOM Explosion	For an Assembly SKU, drill down recursively through component BOMs.	Cost-build analysis on custom assemblies.
Sales by Item	Units and revenue per SKU for a date range (also available in Customer Reports).	Product mix analysis.
Purchases by Item	Units and cost per SKU for a date range (also available in Vendor Reports).	Reorder history review.

Running a report #

1. Click the report name to open parameters.
2. Enter filters: date range, category, location, status.
3. Pick output format: PDF, HTML preview, CSV, or Excel.
4. Click Generate.

Month-end checklist #

A quick end-of-month routine for inventory:

1. Run Inventory Valuation. Note the total.
2. Run a Trial Balance (GL reports) and note the Inventory asset account balance.
3. The two should match. If not, run Inventory Movement for the month and look for adjustments that posted to the wrong account, or bills posted without a matching receive.

Important: The Inventory Valuation figure uses current cost layers — it’s a point-in-time snapshot. If you need a historical valuation (e.g., Dec 31 last year), use the As-of Date parameter. Without it, the figure reflects right now.

Customizing a report #

Click the pencil icon on any row to open the report in PhreeForm’s designer. Copy the report first (row action → Copy) if you want to preserve the shipped version. See the PhreeForm designer article (Category 10) for deeper edits.

Tips for Ridgeline Cycles #

• Run Low Stock every Monday before generating reorder POs from Stock Levels — use it to sanity-check the auto-suggestion.
• Print Stock Count Sheet filtered to one category per day for rolling cycle counts (Bikes Monday, Frames Tuesday, Components Wednesday, etc.). Catches errors before they hurt.
• Pull Sales by Item vs. Purchases by Item side-by-side at quarter-end — it tells you exactly where you’ve got dead stock to clear (bought but not selling) and where you’re under-buying (selling but not restocking).
• Export Inventory Valuation to Excel at year-end for your accountant — one file, tidy, done.

Where to go next #

• Item Manager — fix up items flagged on a report.
• Adjustments — post the corrections from a variance.
• Stock Levels — act on the reorder suggestions.