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Inventory on hand
The Inventory on hand report lists all inventory that is physically in your locations, broken down to the level of bin location, container, lot, expiry date and serial number. Where the Inventory overview gives you totals per product, this report shows where every unit is and in which condition, and it can be exported as a full stock list.
Open it from the sidebar: Reporting › Inventory on hand.
What is included
The report contains every inventory item in a location you have access to, for products of the accounts you have access to, except:
- items that are retired (no longer in stock, for example because they were shipped or removed), and
- items that are expected (announced on an inbound order but not yet received).
So it includes stock that is available, but also stock that is allocated to an order, being picked, picked, packed but not yet shipped, and expired stock. Use the State filter to narrow it down, for example to available only.
Identical units are grouped into one row with a Quantity. Units end up on the same row when they share the same location, product, bin location, container, lot, serial number, expiry date, status, state, purchase order and moment of receipt. A product with serial numbers therefore always has one row per unit (quantity 1), while 500 identical units of a product without serial numbers on the same bin location form a single row.
The data is refreshed every four hours; see How report data is updated.
Columns
| Column | Meaning |
|---|---|
| Account | The account that owns the product. |
| Outer container | The outermost container the units are in, for example the pallet. Click it to open the container. Empty when the units are not in a container. |
| Inner container | The container the units are directly in, but only when that container is itself inside another container (for example a box on a pallet). Click it to open the container. |
| Lot | The lot (batch) number of the units. |
| Location | The warehouse location. |
| Product number | The product's number (SKU). |
| Product description | The product's name. |
| Serial number | The serial number, for serialized products. |
| Bin location | The bin location where the units are stored. |
| Purchase order number | The order number of the purchase order the units were received on. Click it to open the order. |
| Expires on | The expiry date of the units, for products with expiry tracking. |
| Status | The quality status of the units: New or Defective. |
| State | Where the units are in the process: available, allocated, picking, picked, packed or expired. |
| Quantity | The number of units on this row. |
| Inbounded at | The date and time the units were created in Boxture, normally the moment they were received. |
INFO
The inventory states mean:
- available: in stock and free to be allocated to orders
- allocated: reserved for an order line
- picking: on a pick list that is being picked
- picked: picked, waiting to be packed
- packed: packed in a parcel that has not been shipped yet
- expired: past its expiry date and no longer allocated
See Inventory items for details.
Filters
Every column can be filtered (see Filters). These columns offer a list of values:
| Column | Values |
|---|---|
| Location | The locations you have access to |
| Status | New, Defective |
| State | allocated, available, expected, expired, packed, picked, picking, retired |
Expected and retired appear in the State list but never return rows, because the report leaves those items out.
Useful filters:
- State is
availableto see free stock only. - Expires on less than a date to find stock that expires soon.
- Status is
Defectiveto list damaged stock. - Bin location matches a zone prefix to see one aisle or area.
- Inbounded at less than a date to find old stock (slow movers).
Sorting and search
The report is sorted by Product number, A to Z. Click any header to sort differently, for example on Expires on to see what expires first. Search looks in all visible columns, so you can type a product number, serial number, lot or container name.
Exporting
Use the export button to download the report as CSV, either all rows that match your filters or only the current page. See Exporting.
Typical use
- Stock list for an account: filter on Account and export, to send a customer an overview of their stock including lots and expiry dates.
- Expiry check: filter State is
availableand Expires on less than a date in the coming weeks, sort on Expires on, and decide what to sell first or scrap. - Locating a pallet's contents: search for a container name to see what is on it, broken down by product and lot.
- Tracing goods to a purchase order: the Purchase order number column tells you on which purchase order the units were received, for example for a supplier complaint or a recall.
- Preparing a stock count: filter on Location and Bin location and export to get a count list.
Who can see it
Admins, Warehouse associates, Account owners, Shopify account owners and users with the Reporting role. See Who can see reports.
Related pages
- Serial numbers on hand: the same stock, limited to serialized units
- Inventory on non standard bin-locations
- Containers
- Serial numbers, lots and expiry