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    Stock reports

    Run retail and professional stock level and movement reports from Dashboard & reports.

    Four built-in reports under Sales & POS cover stock levels and movement. Open Dashboard & reports, use Manual report on the right, pick a stock report, then Run report (or download CSV / PDF).

    Stock level reports

    • Retail stock — tracked products, low stock, out of stock, and recent units sold.
    • Professional stock — tracked / low / out from Documenti professional products.
    Manual report sidebar with Retail stock report selected
    Dashboard & reports → Manual report → Retail stock.
    Manual report sidebar with Professional stock report selected
    Manual report → Professional stock — Documenti catalogue levels.

    Stock movement reports

    • Retail stock movement — units sold, slow movers, idle units and retail value, units received or adjusted (about the last 90 days).
    • Professional stock movement — units used or adjusted that Clinic Membership logged, plus slow movers and idle stock.
    Manual report sidebar with Retail stock movement selected
    Manual report → Retail stock movement — sold, slow movers, idle, received.

    Note

    Professional stock movement only includes changes recorded through Clinic Membership (for example stock take or adjust on the Professional stock tab). It is not a full list of every clinical deduct inside Documenti.

    What happens next

    Still stuck?

    Send us a message and we'll get you sorted. If you're logged in, you can also use the ? Help button in your admin dashboard.

    Contact support