Product Stock Summary Report

Product Stock Summary Report

The Product Stock Summary Report gives you a snapshot of your current inventory. It displays the opening balance, stock received, stock used or sold, and the closing balance for each product. This report helps you monitor stock levels and manage purchasing decisions efficiently.

This report is essential for any business that sells or consumes products.

What You Can Track in the Product Stock Summary Report

  • Opening stock at the beginning of the selected date range

  • Quantity received during the period

  • Quantity used or sold

  • Quantity returned, adjusted, or transferred

  • Closing stock at the end of the period

  • Total value of inventory based on quantity and unit cost

How to Access the Product Stock Summary Report

  1. Go to the Reports section from your main menu in the Zylu dashboard

  2. Select Product Stock Summary from the report list

  3. Use the Filters button on the top right to search by category, brand, or stock status.

  4. Toggle Display Low Stock Only to highlight items below their reorder level.

How to Download the Report

Click the download icon at the bottom right of the screen. You can choose to download the file in CSV or PDF format.


Common Columns in the Report

  • Product Name: The item name as configured in your inventory

  • Opening Stock: Quantity available at the start of the report period

  • Stock In: Quantity added during the report period

  • Stock Out: Quantity used, sold, or removed during the period

  • Adjustments: Manual stock changes like expired, damaged, or transferred stock

  • Closing Stock: Final quantity available at the end of the period

  • Unit Cost: Cost per unit of the product

  • Stock Value: Total value of the closing stock (Closing Stock × Unit Cost)

Frequently Asked Questions

Q. What is the Product Stock Summary Report used for?

A. It provides a summary of inventory movement and current stock levels. It helps businesses manage product availability and restocking by showing how much of each item is left and what has been added, used, or adjusted.


Q. Where can I access the Product Stock Summary Report?

A. Go to the Reports section from your Zylu dashboard and select Product Stock Summary.


Q. Can I download the Product Stock Summary Report?

A. Yes. You can download it as a CSV or PDF from the bottom right of the report screen.


Q. What does Opening Stock mean?

A. Opening Stock is the quantity of a product available at the start of your selected date range.


Q. What is Stock In?

A. Stock In refers to the quantity of the product added to inventory during the selected period. This may come from new stock purchases or transfers.


Q. What is Stock Out?

A. Stock Out shows the total quantity used, sold, or otherwise removed from inventory during the reporting period.


Q. What are Adjustments?

A. Adjustments include manual changes made to stock, such as for expired items, damaged goods, stock transfers, or corrections.


Q. What is Closing Stock?

A. Closing Stock is the available quantity at the end of the report period. It is calculated as:
Opening Stock + Stock In - Stock Out ± Adjustments


Q. How is Stock Value calculated?

A. Stock Value = Closing Stock × Unit Cost. This helps you understand the monetary value of inventory still on hand.

    • Related Articles

    • How to Create a New Prescription

      The prescription can be created only by employee who is assigned to Prescriber role. To assign employee with prescriber role, go to Manage - Staff Management - Edit Employee - Change the role. For more kindly check, this tutorial. This guide helps ...
    • Getting Started with Bookings & Sales on Zylu: A Step-by-Step Guide

      How to Get Started with Bookings & Walk-Ins in Zylu . This guide will walk you through managing bookings, walk-ins, adding new customers, selling services and products, and sending invoices through Zylu. By following these steps, you’ll streamline ...
    • Popular Articles

    • Getting Started with Bookings & Sales on Zylu: A Step-by-Step Guide

      How to Get Started with Bookings & Walk-Ins in Zylu . This guide will walk you through managing bookings, walk-ins, adding new customers, selling services and products, and sending invoices through Zylu. By following these steps, you’ll streamline ...
    • How to send a WhatsApp Campaign for Holiday Discount

      Step-by-Step Guide to Engaging Customers with Festive Offers WhatsApp Campaign In this tutorial, we'll walk you through the process of creating and sending a WhatsApp campaign to promote your holiday discounts. <br> Steps: Log into your Zylu ...
    • Complete Business Verification

      Verifying Your WhatsApp Business Account To fully utilize the features of your WhatsApp Business account, it's essential to complete the business verification process. Follow these simple steps to get started: Initiate Business Verification: If you ...
    • Billing Process (Walk-In Customer)

      A step-by-step guide to efficiently handle transactions for walk-in clients. In this tutorial, you'll discover how to bill walk-in customers using the Zylu salon management app. Whether it’s a first-time visitor or a regular client, we’ll walk you ...
    • Zylu Quick Start Guide in Under 4 Minutes

      <br>Introduction Welcome to Zylu! This quick and easy guide will walk you through the essential steps to set up and start using Zylu to run your salon efficiently. We’ve designed this to make sure you’re set up in no time so that you ...