Dead stock, supplier, receipt and cost reports

Stock on hand by date - your stock position and its value at cost on any past date, rebuilt from receipts, sales, adjustments, and counts under FIFO or weighted average - the year-end bookkeeping number. History reaches back to your costing start date, and figures are per item across all locations.

Dead stock - stocked products that barely sold in the window, sorted by the value tied up. Your clearance-planning list. Set the window and a "sold at most" threshold; the default window is 90 days. Products added to Shopify during the window are left out - a new product with no sales yet is new, not dead.

Out of stock - active tracked variants with nothing available at any location. Cannot be bought is the default view and answers the real question: what can nobody buy right now. Still selling (oversell on) lists the ones Shopify is letting shoppers order anyway, and All out of stock shows both. Variants whose oversell setting has not synced yet are marked Unknown and counted separately rather than guessed at.

Projected shortfall - items on track to run short within your horizon at current sales rates, after counting incoming purchase orders by their expected dates. "Short" means incoming stock does not recover it in time - items a dated PO catches are shown as covered, not short.

Vendor purchase history - purchase orders per supplier: order counts, units ordered and received, and spend, with Returns, Credit and Net beside it so stock sent back never quietly shrinks what you spent. Totals are kept separate per currency, and imported Stocky history counts.

Supplier performance - how each supplier delivers on the window's orders: on-time %, average lead time and how much it varies, fill rate, rejected units, and the drift between agreed and invoiced costs. Each row links to the supplier's page.

Receipts - every receipt line in the period: what arrived, when, from which supplier and purchase order, at the costs booked when receiving. A Direction column separates deliveries from stock shipped back to a supplier, and returned units and value are split out of the totals. Set the dates to a month for a month-end receiving log. Use Columns to add Vendor, Product type, Variant or PO status to the table; the CSV always includes all of them whatever the table is showing. For a summary you can hand to accounting, switch the Group selector to One row per delivery: each delivery on one line with its received date, purchase order, supplier, invoice number, units and landed total. The CSV export and scheduled email follow whichever view is selected.

Landed cost - what received stock actually cost, including each receipt's share of shipping, duties, and fees, grouped by supplier, product, PO, vendor, or product type. Grouping by vendor or product type answers "what did we spend on this brand or category" without a spreadsheet.

COGS - cost of goods sold and ending inventory value from your real receipt costs, under FIFO or weighted average. See The COGS report for the full guide.

Inventory roll-forward - the accountant's tie-out, read left to right: opening + received + restocked + adjusted - returned - COGS = ending, valued from your real receipt costs under FIFO or weighted average. Month-end reconciliation against your books starts here.

Inventory movements - every stock movement in the window as its own row: receipts, sales, restocks, adjustments, stocktake corrections, transfers, and returns to suppliers, each valued at what the costing method booked - so a window's rows sum to the roll-forward's columns. Filter it to one movement type.

Adjustments - what was written off or corrected, grouped by reason and location and valued at what the costing method booked - the shrinkage number a bookkeeper needs for the write-off entry, biggest write-off first. Stocktake corrections get their own row; for line-by-line detail, use Inventory movements or the export on the Adjustments list.

Last counted - when each stocked item was last physically counted at each location, stalest first - never-counted items lead. Your cycle-counting worklist: you can start a stocktake scoped to the least recently counted items straight from it.

The Stock on hand report and its by-date version answer different questions - today's position and a past date's - and the reasons either can differ from Shopify are in Why the Stock on hand report differs from Shopify.