How to Read Store Reports (Valuation, Reorder, P&L, Consumption)
Your Store already records every item, receipt, issue and adjustment. Store Reports turn all of that into answers: how much stock is worth, what needs reordering, what you spent on purchases, and whether the parts you bill on service jobs actually make a profit. Every report is on one page with tabs, and each one exports to Excel or CSV in a click.
Navigate to Store → Reports to open it.
Access. Store Reports need the stores.read permission. If you don’t see the Store section at all, ask an admin to grant it. Reports are read-only — you don’t need write access to view or export them.
What You See First
At the top of the page, four summary cards give you the headline numbers before you open any tab:
| Card | What it tells you |
|---|---|
| Items Tracked | How many stocked item-location records exist across all locations |
| Inventory Value | Total value of everything currently on hand |
| Low Stock | How many items have dropped below their reorder level |
| Overall Margin | The profit margin across all parts billed to service jobs |
Just under the cards, a proactive insights strip may appear with short warnings — for example, how many items need replenishment, or a note if your overall margin has gone negative. These are shortcuts that point you to the tab worth looking at.
The Report Tabs
The page has eight tabs. Click a tab to switch reports:
| Tab | Answers the question |
|---|---|
| Inventory | What do I have, and where? |
| Low Stock | What has fallen below its reorder level? |
| Reorder | What should I buy, how much, and from whom? |
| Valuation | What is my stock worth right now? |
| P&L | Are the parts I bill making a profit? |
| Consumption | What am I using the most of? |
| Purchases | What did I spend on stock over a period? |
| Ledger | What is the full movement history of one item? |
The Low Stock and Reorder tabs show a count badge when items need attention, so you can spot problems without opening them.
Some reports (P&L, Consumption, Purchases, Ledger) let you set a date range. The others always reflect your live, current stock position.
Valuation — What Your Stock Is Worth
The Valuation tab lists every stocked item and location with its On Hand quantity, Unit Cost, and Stock Value. A header line shows the total inventory value across everything.
Unit Cost is a weighted average. Rentablez tracks each item’s cost as a weighted-average cost (WAC) that recalculates every time you receive stock. So the value here reflects what you actually paid, blended across receipts — not just the latest price.
Use this tab for period-end stock valuation, insurance figures, or a quick sense of where your money is tied up.
Columns: SKU, Item Name, Type, UOM, Location, On Hand, Unit Cost, Stock Value.
Reorder — What to Buy
The Reorder tab is your restocking shopping list. It lists every item at or below its reorder threshold and, for each one, suggests how much to order.
| Column | Meaning |
|---|---|
| In Stock | Quantity currently on hand |
| Reorder Lvl | The level that triggers replenishment |
| Suggest Qty | How much to order to get back to a healthy level |
| Preferred Vendor | The supplier linked to the item, if set |
| Vendor Price | That vendor’s unit price, if known |
| Est. Cost | Vendor price × suggested quantity |
| Lead Time | Expected delivery time in days, if recorded |
The header adds up the estimated cost to restock everything, so you know the total spend before you commit.
This report only works if items have a reorder level set. Items with no reorder level won’t appear here. Preferred vendor, vendor price and lead time come from the item’s vendor and procurement details — fill those in to get cost estimates.
For turning these suggestions into actual purchase documents, see How to Purchase Stock — the Procurement Workbench builds on the same reorder logic.
P&L — Are Your Parts Profitable?
The P&L tab compares what parts cost you against what you billed for them on service jobs. Set a date range at the top to scope it.
Four summary metrics sit above the table:
| Metric | Meaning |
|---|---|
| Total Cost | Cost of all parts and materials issued |
| Revenue Billed | What was charged to jobs for those parts |
| Gross Profit | Revenue Billed minus Total Cost |
| Overall Margin | Gross Profit as a percentage of revenue |
The per-item table then breaks it down by item — Qty Issued, Total Cost, Revenue Billed, Gross Profit, Margin percent, and the number of transactions. Margin and profit are colour-coded, so a red figure flags a part being issued below cost.
Where does “Revenue Billed” come from? Only stock issues that were billed to a job carry a revenue figure. Parts issued internally with no charge count toward cost but not revenue, which is exactly what pulls a margin down — a useful signal, not an error.
Consumption — What You Use the Most
The Consumption tab shows where your stock is actually going over a date range. Use the By Item / By Category toggle to switch views:
- By Item — each item’s total quantity issued, total cost, number of issues, and its share of total consumption.
- By Category — consumption rolled up by category, with a bar showing each category’s percentage of the total.
A Total figure in the header sums the cost consumed in the period. This is the report to reach for when planning budgets or spotting fast-movers.
The Other Tabs, Briefly
- Inventory — a full snapshot of every item and location with On Hand, Reserved, Available, Stock Value and reorder level. The everyday “what have I got” view.
- Low Stock — every item below its reorder level, with the Deficit (how far below) plus unit cost and stock value, so you can prioritise by both urgency and money.
- Purchases — a purchase register of stock invoices (GRNs) over a date range, with subtotal, tax and total per invoice and a spend total for the period. See How to Purchase Stock for how these invoices are created.
- Ledger — pick a single item (search by SKU or name), optionally set a date range, and click View Ledger to see every movement — receipts, issues, returns, adjustments — with a running quantity and value after each line. This is the audit trail for one item; for the store-wide movement feed see How to Track Stock Transactions.
Exporting a Report
Every tab has an Export button. Click it and choose:
- Excel (.xlsx) — a formatted spreadsheet with bold headers and sized columns.
- CSV (.csv) — a plain file for import into other tools.
The export always matches the report and date range currently on screen. If a report is empty, the Export button is disabled.
These are Store item reports — spare parts, consumables, tools, fuel and accessories. For reporting on your rental orders, revenue and asset performance, use the main Reports & Analytics area instead.