> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ofatoura.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Inventory Reports and Settings

> Run usage, turnover, COGS, P&L, forecasting, and purchase order reports, and configure low-stock alerts, auto purchase orders, and unit-of-measure conversions.

Inventory reports give you a clear picture of how ingredients move through your kitchen — what was consumed, what was wasted, and how it affects your costs and margins. Inventory Settings let you control who gets notified when stock runs low and whether the system can generate purchase orders automatically.

Both sections are in **Inventory** on the left-hand navigation of your web admin dashboard.

## 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

Most reports include a chart view alongside a detailed breakdown table. Use the **Export** button to download the data for use in a spreadsheet.

<Tip>
  The Usage report's "expected" figures come from your saved recipes. If a recipe is missing or incomplete, the expected column will show nothing for that ingredient. Keep your recipes up to date for the most useful comparison.
</Tip>

***

## Inventory settings

Go to **Inventory > Settings** to configure the three areas below. Settings are organised in tabs.

### Low-stock notifications

<Steps>
  <Step title="Enable notifications">
    Toggle **Low Stock Notifications** on. When enabled, an alert email is sent whenever an ingredient's stock falls below its threshold quantity.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Remove an address">
    Click the remove button next to any address to stop sending alerts to that recipient.
  </Step>

  <Step title="Send a test email">
    Click **Send Test Email** to verify that delivery is working before you rely on it in production.
  </Step>
</Steps>

<Note>
  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.
</Note>

### Purchase order automation

Toggle **Allow Auto Purchase Order** on to let the system automatically create draft purchase orders when stock falls below an ingredient's threshold. Auto-generated orders use each item's preferred supplier and reorder quantity.

<Warning>
  Auto purchase orders are created as drafts — they are not sent to suppliers automatically. You still need to review and send each order from **Inventory > Purchase Orders**. Confirm your preferred suppliers and reorder quantities are set on each inventory item before enabling this option.
</Warning>

### Unit-of-measure conversions

This tab lets you define conversion factors between units that can be converted (for example, grams to kilograms). Set a conversion factor for each convertible unit pair so the system can correctly calculate totals when stock is recorded in a different unit than the one used in a recipe.

***

## Related

* [Inventory Dashboard and Items](/inventory/dashboard-and-items)
* [Stock Levels, Movements, and Waste](/inventory/stock-and-movements)
* [Recipes and Ingredient Costing](/inventory/recipes)
* [Purchase Orders and Suppliers](/inventory/purchase-orders-suppliers)
* [Batch Recipes and Batch Inventory](/inventory/batch-production)