The Inventory Dashboard gives a live snapshot of total stock quantity and value, stock value by item category, an inventory-in-hand trend, item-group distribution, gain/loss, and the items that need reordering.
Go to Inventory → Dashboard from the left menu. The dashboard combines key stock figures with charts and a reorder list. You only see the KPIs and charts your user role allows. Every figure and chart is interactive and links to the matching detailed report.
Inventory Dashboard
Stock KPI widgets
The top row shows headline stock figures. Click any widget to open the linked report.
| **Widget** | **What it shows** | **Drill-down** |
|------------|-------------------|----------------|
| Total Stocks (Units) | Total quantity of all items on hand across centers | Inventory Summary |
| Total Stock (Value) | Total value of inventory at current valuation | Inventory Summary |
| Inventory Items | Count of items managed in the system | Items |
| Low Stock Items | Number of items at or below their reorder point | Reorder Point Summary |
The Low Stock Items widget turns red when there are items below their reorder point, so shortages stand out at a glance.
Stock value by category
The second row breaks the on-hand stock value down by item category. Click a widget to open the Stock Report filtered to that category, showing values.
| **Widget** | **What it shows** |
|------------|-------------------|
| Raw Materials (Value) | Value of raw-material stock available for production |
| Sellable Goods (Value) | Value of finished/saleable goods ready for sale |
| Producible Goods (Value) | Value of items that can be produced |
| Packing Materials (Value) | Value of packaging-material stock |
Inventory In Hand
Title: Inventory In Hand
A line chart of the closing inventory value over time, so you can see how stock value has moved across the selected period.
Period filter: Last months (default), Last days, This month, Last month, This Financial year, Last Financial year, This year, Last year.
Item Groups
Title: Item Groups
A doughnut (pie) chart showing how the total inventory value is distributed across item groups, with a legend below the chart. Use it to see which groups hold the most stock value.
Inventory Gain / Less
Title: Inventory Gain / Less
A horizontal bar chart summarising inventory gains and losses (such as adjustments and revaluations) for the selected period.
Period filter: This month (default), Last month, This year, Last year.
Products to Reorder
Title: Products to Reorder (10 Items)
A table of items that have dropped to or below their reorder point and should be replenished. It lists the top items; click Expand to open the full Reorder Point Summary.
| **Column** | **Description** |
|------------|-----------------|
| Item | Item name. |
| Brand | Associated brand, if any. |
| Item Group | Group the item belongs to. |
| Unit | Unit of measure. |
| Reorder Point | Configured restocking threshold. |
| Current Stock | Quantity currently on hand. |
| Difference | Shortfall below the reorder point (how much to replenish). |
FAQ
Why is a widget or chart missing from my dashboard?
Each widget is controlled by your user role. Contact your administrator if you need access to the stock KPIs, charts, or reorder list.
What counts as a Low Stock Item?
Any item whose current stock is at or below its configured Reorder Point. Set reorder points on the item record so they appear here.
How is Total Stock (Value) calculated?
It is the total value of inventory on hand at the current valuation, the same figure you see in the Inventory Summary report.
Can I change the date range on the charts?
Yes. The Inventory In Hand and Inventory Gain / Less charts each have their own period dropdown. The stock KPI and category-value widgets show current on-hand figures.
Why is the Products to Reorder list empty?
No items are currently at or below their reorder point, or reorder points have not been set on your items.
How do I act on a low-stock item?
Open the Reorder Point Summary from the widget, identify the shortfall, and raise a purchase or production document to replenish it.
Do dashboard totals include draft receipts or deliveries?
No. Stock KPIs and value widgets reflect posted inventory from approved movements, not draft documents.
Does the dashboard respect my center or branch access?
Yes. Figures show inventory for centers and branches your user is permitted to view.
Why do chart totals differ from Stock Report?
Charts may use movement history over a selected period; KPI widgets show current on-hand. Run Stock Report with matching filters to reconcile.
Related Topics & Videos
Items — set reorder points, max stock, and item categories.
Period filter: Last months (default), Last days, This month, Last month, This Financial year, Last Financial year, This year, Last year.
Period filter: This month (default), Last month, This year, Last year.
| **Column** | **Description** |
|------------|-----------------|
| Item | Item name. |
| Brand | Associated brand, if any. |
| Item Group | Group the item belongs to. |
| Unit | Unit of measure. |
| Reorder Point | Configured restocking threshold. |
| Current Stock | Quantity currently on hand. |
| Difference | Shortfall below the reorder point (how much to replenish). |