Feature
Inventory reports where every number traces back to a transaction
A report is only worth reading if you can open the number and see what produced it. Every figure in SmartShelfKart is computed from the transaction record, so any total can be walked backwards to the individual movements behind it.
Derived, not entered
Scroll the diagram sideways →
There is no screen anywhere in SmartShelfKart where you type a closing stock figure, a valuation, or a margin. Those are all computed. That constraint is what makes the reports trustworthy — the failure mode of spreadsheet-based reporting is a number that was correct when someone pasted it in and has been quietly wrong ever since.
What each report is for
| Report | The question it answers | When you read it |
|---|---|---|
| Dashboard | What needs my attention today? | Every morning |
| Profit & Loss | Where is the margin, by product and category? | Monthly, and before pricing decisions |
| ABC analysis | Which items carry most of the value? | Quarterly, to set counting and ordering effort |
| Inventory valuation | What is the stock worth, and how did it change? | Month end, and for the accountant |
| Ageing | What has been sitting too long? | Monthly, before it becomes dead stock |
| Stock ledger | Everything that happened to this one product | When a number is disputed |
| Price history | What did we pay and charge over time? | Before negotiating with a supplier |
| Damage report | What are we losing, and where? | Monthly |
| Full history | The complete movement record, filtered | Whenever you need the raw truth |
| Audit log | Who changed what, when? | When something does not add up |
Profit and loss that knows both sides
Margin needs a cost and a price for the same units. Because purchases and sales both write to the same ledger, the P&L report has both without any matching step. You get margin by product, by category and by period — which is the report that tells you the line you sell most of is the one you make least on.
ABC analysis
ABC sorts the catalogue by the value it actually carries. Typically a fifth of the lines account for most of the money, and treating all products identically wastes effort at the top and bottom simultaneously. Once you know your A-class items you can count them more often, set their reorder points properly, and default the long tail. The full method is here.
Valuation and ageing
Valuation answers what the shelf is worth and how that has moved. Ageing answers something more uncomfortable: how long it has been there. Stock that has not moved in 180 days is not an asset in any practical sense, and the ageing buckets are what turn that from a vague worry into a list you can act on — discount it, return it, or write it off deliberately rather than discovering it at year end.
The stock ledger is the appeal court
When somebody insists the number is wrong, the stock ledger settles it. It is every in and out for a single product, in order, with the reason, the document it came from and the person who recorded it. Almost every "the system is wrong" argument ends within a minute of opening it — usually with a receipt that was never recorded, or a sale recorded twice.
Getting the numbers out
Export to Excel is available for the catalogue and for report data, because there will always be an analysis you want to do somewhere else, and software that traps your data is software you will resent. Nova can also answer report-shaped questions conversationally, and its figures are computed from the same transactions — so it agrees with the Reports screen rather than offering a second opinion.
Questions
Can I export reports to Excel?
Yes. Catalogue and report data export to .xlsx, so you can take any analysis further in a spreadsheet without re-keying.
How is inventory valued?
From recorded purchase costs on receipts and the movements that followed, so valuation reflects what you actually paid rather than a list price typed in once.
Can I see the history of a single product?
Yes — the stock ledger shows every movement for one product in order, with reason, source document and the person who recorded it.
Do reports cover multiple locations?
Yes. Transfers move quantity between locations and remain visible as movements, so per-location positions and the consolidated position are both derivable.
Is there an audit trail of edits, not just movements?
Yes. The audit log records changes with the user and timestamp attached, separately from the stock ledger, and the activity timeline presents the same information in readable form.
Start running your stock on something that adds up
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