Serial, Container & Physical Inventory Reports Guide

How to use serial, container, and stock-count reports to support traceability, stock counting, and inventory control in QBM.

Inventory & POSReportsEnd-User Guide

Overview

These reports are used when stock has to be traced at unit level, managed by container, or counted physically in store. They are especially useful for controlled products and inventory audits.

Good approach: Use serial reports for traceability, container reports for grouped stock handling, and physical inventory checklists for stock counts.

Reports Covered

ReportUse It For
Inventory Serials ReportReview serial-managed inventory in list form.
Inventory Serial Ledger ReportReview serial movement history for a selected item or serial number.
Container List ReportReview container-based stock structures.
Physical Inventory Checklist ReportPrepare or print a stock-count checklist.
Physical Inventory Checklist by Store ReportPrepare a stock-count checklist for a selected store.

Best Practice

  • Use the serial ledger when a single serial number needs to be tracked.
  • Use checklist reports before stock counting starts.
  • Use by-store checklists when branches count separately.
  • Use container reports when stock is managed by grouped handling units.
Important: Physical count reports support the count process, but final stock corrections should be posted only after proper review and approval.