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Inventory Movement Reports

  • Last Updated: June 3, 2024

Inventory Movement reports allow merchants to view increases or decreases in inventory for a single item over a specific period of time. Reports apply to sales, refunds and purchase orders, and include any manual inventory adjustments. These reports benefit merchants by displaying a history of an item’s sale or refund history, as well as inventory levels over time.

Expand the collapsible menus below for more on how to generate generate and read Matrix Items reports.

Run the Inventory Movement Report

Perform the following to generate an Inventory Movement report:

  1. From Home, navigate to Reports > Items.Reports module on home screen with arrow leading to items submodule
  2. Tap Inventory Movement.Inventory movement button highlighted on items reports screen
  3. Review, send, or save the report as needed.Sample inventory movement report with past and future quantity levels displaying
    • Note: For advanced report scheduling features, see: Schedule and Email Reports.

Report Fields

  • Date: The date and time of the inventory adjustment
  • Note: An optional note explaining why inventory was adjusted
  • Prev. Qty: The amount of the item before inventory was adjusted
  • Qty: The amount that the item in inventory increased or decreased
  • New Qty: The amount of the item after inventory was adjusted

Popular With

Grocery/C-StoreLiquorPizzaQSR/DeliveryRetailSalon/SpaTable Service

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Related Topics

  • Items Reports

Related Articles

  • Items Report Summaries

    Last Updated: May 7, 2024

  • Inventory Movement Reports

    Last Updated: June 3, 2024

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