Permissions
- Viewing any inventory report requires the Show Inventory Report permission.
- Changing inventory settings requires the Update Inventory Settings permission.
Inventory reports
Go to Inventory > Reports to access all report types. Use the tabs or selector at the top to switch between report types.Available report types
| Report | What it shows |
|---|---|
| Usage | Actual ingredient consumption compared to expected usage (based on your recipes) and to the previous period |
| Turnover | How quickly each ingredient moves through stock |
| Forecasting | Projected future ingredient needs based on historical usage |
| COGS | Cost of goods sold — the ingredient cost attributed to sales |
| Profit & Loss | Revenue minus ingredient costs to show gross margin |
| Purchase Orders | Summary of purchase activity — totals, suppliers, and order statuses |
Batch reports
Batch-specific sub-reports are also available:- Batch production — a log of what was produced and when
- Batch consumption — how much batch stock was used
- Expected vs actual yield — compare your recipe’s projected yield against what was actually produced
- Batch waste and expiry — ingredients or batches lost to waste or expiration
- Batch COGS — the cost of goods sold attributed to batch-produced items
Filtering and exporting reports
Each report supports a common set of filters:- Period — daily, weekly, or monthly view
- Start and end dates — pick a custom date range
- Item or category — narrow results to a specific ingredient or ingredient category
- Search — find a particular item by name
Inventory settings
Go to Inventory > Settings to configure the three areas below. Settings are organised in tabs.Low-stock notifications
Enable notifications
Toggle Low Stock Notifications on. When enabled, an alert email is sent whenever an ingredient’s stock falls below its threshold quantity.
Add recipient email addresses
Enter an email address and click Add. You can add up to 10 addresses. Each address you add will receive low-stock alert emails.
Remove an address
Click the remove button next to any address to stop sending alerts to that recipient.
The alert threshold for each ingredient is set on the ingredient itself, not here. Go to Inventory > Inventory Items, edit an item, and set its Threshold quantity. Notifications are sent when stock drops to or below that level.