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Dear Inventory Reports

Table of Contents

Dear Inventory Reports
Dear Inventory Reports

Dear Inventory Reports - Purchase Reports

  • Dear Inventory - Pending Purchase Orders

    This Dear Inventory report shows pending purchase orders. A purchase order is pending if it has been authorised but the invoice for ordered items has not been processed yet and/or stock is not received. Use this report to see PO status and number of items ordered, still to invoice, and still to receive for a supplier or PO #.

  • Dear Inventory - Purchase Order Details

    This Dear Inventory report shows details of purchase orders. This detailed view breaks down purchase orders by product. Use this report to see details of which products are ordered and item quantity, product cost and total product cost per order.

  • Dear Inventory - Purchase Order Summary

    This Dear Inventory report shows a summary of purchase orders. This summary view displays purchase orders without product details. Use this report to see order totals, invoice totals and amount due for each supplier order.

  • Dear Inventory - Purchase Order vs Invoice

    This Dear Inventory report compares what has been ordered vs what has been invoiced. Use this report to view discrepancies between order and invoice item quantity, order and invoice cost per item, and order and invoice total.

  • Dear inventory - Stock Received Not Invoiced

    This Dear Inventory report displays purchase orders where stock has been received but the supplier has not yet issued an invoice. Use this report to see the item quantity, item cost and total cost for orders with stock received but not yet invoiced.

  • Dear Inventory - Purchase Invoice Details

    This Dear Inventory report shows details of purchase invoices. This detailed view breaks down purchase invoices by product. Use this report to see details of which products have been ordered and item quantity, product cost and total product cost per invoice.

  • Dear Inventory - Purchase Invoice Summary

    This Dear Inventory report shows a summary of purchase orders. This summary view displays purchase orders without product details. Use this report to see invoice totals, amount paid and amount due for each supplier invoice.

  • Dear Inventory - Purchase Invoices & Credit Notes

    This Dear Inventory report shows all authorised purchase invoices and credit notes applicable to the selected time period. Use this report to see invoices and credit notes for each supplier, what products it relates to and amount, tax and total. Amounts can be shown in supplier currency or your base currency.

  • Dear Inventory - Stock Received vs Invoice

    This Dear Inventory report compares stock received vs invoice. Use this report to see what has been received but not invoiced or what has been invoiced but not received, along with the order total. You can choose the currency in which to display the order total.

  • Dear Inventory - Purchase Cost Analysis

    Purchase cost analysis report detailing the costs associated with purchasing every product during a given period. Use this report to view Quantity, Main Cost, Additional Cost, Journal Cost and Tax for every product purchased over the report period. The output can be customised to show product details, PO #, supplier, location, status and time period.

  • Dear Inventory - Supplier Financial Summary

    This Dear Inventory report indicates summaries of all financial transactions for every supplier including opening balance, total invoiced, total paid and closing balance for the selected time period. You can choose which currency in which to display the summary.

  • Dear Inventory - Product Prices By Supplier

    This Dear Inventory report shows the latest price and fixed price (if applicable) for every supplier/product combination. Prices are shown in supplier currency. It also supplier SKUs and whether dropshipping is enabled. This report allows for editing of data via CSV export/import. This report can not be customised.

  • Dear Inventory - Inventory Suppliers

    This Dear Inventory report, like the above, shows the latest price and fixed price (if applicable) for every supplier/product combination. Use this report to customise the output to show various product details such as supplier SKU/name, category, product family, brand and more.

Dear Inventory Reports - Sale Reports

  • Dear Inventory - Sale Outstanding Quotes

    This Dear Systems report shows all authorised quotes without an authorised sale order/invoice issued during the specified time interval. Use this report to check quote status and view quoted item quantities and quote price per product, customer, sales rep and more.

  • Dear Inventory - Sales Overview

    This Dear Systems report shows an overview of all sales, the customer and the sale and shipment status. Use this report to get a snapshot of sales status and financials (amount invoiced, paid, due, COGS, profit, etc.). The overview does not show product information.

  • Dear Inventory - Sale Order Details

    This Dear Systems report shows details of sale orders. This detailed view to breaks down sale orders by product, showing product quantity, product cost and total product cost per order. The output can be customised to show product details, order/invoice status and more.

  • Dear Inventory - Pending Sale Orders

    This Dear Systems report shows pending sale orders. A sale order is classed as pending if the order has been authorised but it does not yet have an authorised pick. Use this report to see item quantities required per customer, per sale order, per sales rep. and more.

  • Dear inventory - Stock Received Not Invoiced

    This Dear Systems report displays purchase orders where stock has been received but the supplier has not yet issued an invoice. Use this report to see the item quantity, item cost and total cost for orders with stock received but not yet invoiced.

  • Dear Inventory - Fulfillment Details

    This Dear Systems report shows fulfillment details for authorised sale orders. Use this report to see fulfillment status for each order, with quantity picked, packed and shipped. The output can be customised to show carrier, tracking info and more.

  • Dear Inventory - Sale Invoices & Credit Notes

    This Dear Systems report shows all authorised sale invoices and credit notes applicable to the selected time period. Use this report to see invoices and credit notes for each customer, what products it relates to and amount, tax and total. Amounts can be shown in customer currency or your base currency.

  • Dear Inventory - Sales Profit Summary

    This Dear Systems report shows profit and additional financial summary for sales. Services, gift cards and non-inventory products are not included on the report. Use this report to see an overview of amount invoiced, paid, COGS, profit, markup, gross margin and FX gains/losses per order or per customer. The output does not show product details.

  • Dear Inventory - Profit by Sales Representatives

    This Dear Systems report shows profit and additional financial summary by sales representatives. Use this report to see the amount invoiced, paid, COGS, profit, markup, gross margin for each sales representative’s sales per order or per customer. The output does not show product details.

  • Dear Inventory - Sales By Product Details

    This Dear Systems report shows quantities, profit and additional financial summary for sales by product. It shows product quantity, amount invoiced, COGS, journal amount, tax and profit. The output can be customised using product details Use this report to view product sales by customer location (state, country, etc.).

  • Dear Inventory - Sales By Product Summary

    This Dear Systems report shows quantities, profit and additional financial summary for sales by product. It shows product quantity, amount invoiced, COGS, journal amount, tax and profit. The output can be customised using product details. This report does not allow the output to be customised by customer location.

  • Dear Inventory - Sales Price History

    This Dear Systems report shows sale price fluctuations for all active products during the selected time period. Price history can be further filtered by location, price tier, year, quarter, month and invoice date.

  • Dear Inventory - Sales Backorder Details

    This Dear Systems report shows all authorised sale orders containing backordered items which have not yet shipped to the customer. Use this report to see which customers and sales orders are waiting on backordered products, the backordered quantity and the date … . This report does not show product availability in your inventory.

  • Dear Inventory - Sales Backorder Summary

    This Dear Systems report shows all backordered products in your inventory. Use this report to view a summary of backordered products, the supplier for the order, and quantity required, on hand, remaining (on hand - required) and ordered. This report does not show which sales order the backordered product corresponds to.

  • Dear Inventory - Find Sale Backorder by Purchase Order

    This Dear Systems report allows finding all sales included in a specific purchase order created via the Reorder Backordered function. Use this report to see products ordered, quantity ordered, supplier and whether stock has been received yet. You can also change the column order to find purchase order by sale backorder.

  • Dear Inventory - Customer Payment Details

    This Dear Systems report shows payment details by customer with invoiced, paid, still due/credited for the selected time period. Output currency can be changed. Use the detailed view to see payment details for each order/invoice.

  • Dear Inventory - Customer Payment Summary

    This Dear Systems report shows shows a payment summary for your customers, with total invoiced, paid and still due/credited for the selected time period. Output currency can be changed. This report does not break down totals by order/invoice.

  • Dear Inventory - Customer Orders By Product

    This Dear Systems report shows detailed financial and quantity-related information about each product sold. Use this report to see how much of each product is sold, how profitable/costly each one is, and which customers are buying your product.

  • Dear Inventory - Sale Credit Notes By Product

    This Dear Systems report shows detailed financial and quantity-related information about each sale credit note. Use this report to see how many credit notes are being raised for your products and which customers are raising them.

  • Dear Inventory - Inventory Velocity Report

    This Dear Systems report calculates reorder dates and suggests reorder quantities using the lead time, safety stock and velocity (units sold/day) parameters. Use this report to make sure you have enough inventory in stock to meet your forecasted sales.

Dear Inventory Reports - Inventory Reports

  • Dear Inventory - Product Availability

    This Dear report shows available, on-hand, allocated and on-order quantities, and stock value for every product in every location for every batch/serial number and expiry date. DEAR informs users of the expected delivery date of stock currently on order. This report cannot be customised. Use the Products Stock Level report for a more detailed view.

  • Dear Inventory - Inventory Movement Details

    This Dear report shows a summary of stock movements in a specified timeframe. Use this report to see inventory movement details for specific transactions including transaction reference, date, quantity in and out and cost in and out.

  • Dear Inventory - Inventory Movement Summary

    This Dear report shows a summary of stock movements in a specified timeframe. Use this report to see financial information such as stock on hand value, volume on hand (if dimensions are specified), unit cost and average cost for all active products. The summary report does not show transaction references.

  • Dear Inventory - Products Price List

    This Dear report shows a product price list. Use this report to see all of your inventory products listed with prices from up to 10 price tiers.

  • Dear Inventory - Products Stock Level

    This Dear report shows the current stock level of all active products in all locations. Use this report to see available, on-hand, allocated, on-order, reordered and minimum before reorder quantities. You can also check the stock on hand value and unit cost of products.

  • Dear Inventory - Warehouse Details

    This Dear report shows warehouse details for fulfilled sale orders in selected date range.

  • Dear Inventory - Products Reordering

    This Dear report shows stock level details necessary for stock refill. Use this report so see available, on order, reorder and minimum before reorder quantities as well as purchase price for all active products.

  • Dear Inventory - Products Low on Stock

    This Dear report shows stock level details necessary for stock refill. Use this report so see available, on order, reorder and minimum before reorder quantities as well as purchase price for active products with stock levels below the minimum before reorder quantity.

  • Dear Inventory - Inventory Aging

    This Dear report shows the average age of your inventory. Use this report to see how long products stay in stock measured by time interval (0-30 days up to over 180 days).

  • Dear Inventory - Lot Expiry

    This Dear report shows all product batches with their expiry dates. Use this report to check how much quantity on hand you have of different product batch numbers and when they will expire.

  • Dear Inventory - Lot Recall

    Use this feature to track your lot/batch/serial number usage from Purchase/manufacturing through to Sell. Prepare recall letters for customers in case of a Recall event.

  • Dear Inventory - Job Costing materials

    This Dear report shows materials and stock used on a particular job during the selected time period. It also indicates where this material was purchased if it did not come from inventory already in stock. Use this report to see the quantity and cost of job costing materials.

  • Dear Inventory - Production Cost Analysis

    This Dear report shows completed finished goods within the selected time period. Use this report to analyse finished goods yield quantity, production cost, and cost of component products and services.

  • Dear Inventory - Disassembly Analysis

    This Dear report shows completed disassemblies within the selected time period. Use this report to analyse disassembled quantity, cost of disassembled item and any costs from services during the operation.

  • Dear Inventory - BOM Component Details

    View a list of BOM products that consist of the queried component items along with their relevant product details.

  • Dear Inventory - Out of Stock Components for Auto-Assembly

    This Dear report shows out of stock components for auto-assembly products grouped by location. Use this report to see the quantities of components that need to be ordered to complete your pending auto-assembly operations.

Dear Inventory Reports - Financial Reports

These reports are mostly for when users use Dear's internal financial module as opposed to Xero or Quickbooks. Some of these reports are universal and others like the Xero Synchronization report and Reconciliation with Xero report are for Xero specifically.

  • Dear Inventory - Expense claim analysis

    This report shows detailed analysis of the claims data captured over a specific period of time.

  • Dear Inventory - Trial Balance

    A simple snapshot of all financial transactions within a given period. Use this report to see opening balance, closing balance and amount debited and credit for each of your accounts within the selected time period.

  • Dear Inventory - Balance Sheet by periods

    This report shows the balance of all of your accounts for the selected time period. Use this report to compare account balances across different time periods. You can select the reporting period (month, quarter, year, year end) and the number of previous periods to compare it against.

  • Dear Inventory - Profit & Loss (Income Statement)

    The Profit and Loss (or Income Statement) report shows your organisation's net income, by deducting expenses from the revenue for the reporting period. You can select the reporting period and the number of previous periods to compare it against.

  • Dear Inventory - General Ledger

    The default report provides you with a summary of all the transactions for the selected period. The excel detailed report provides the starting balance, ending balance and all of the transactions for the period organised by account.

  • Dear Inventory - Account Summary

    The default report provides you with a summary of all the transactions for the selected period. Use this detailed report to view the starting balance, ending balance and all of the transactions for the period organised by account.

  • Dear Inventory - Financial Payment Details

    Detailed financial payments within a given period of time for selected account. Use this report to view detailed transaction information for the selected account such as customer/supplier, transaction reference, date, currency, payment total and value in base currency.

  • Dear Inventory - Reconciliation with Xero

    The Reconciliation with Xero report shows actual differences in accounts/transactions. Use this report to compare transactions in Xero and DEAR and flag any discrepancies for further investigation.

  • Dear Inventory - Sales Tax Summary

    This report shows sales tax charged or paid by your organisation for the tax period being reported.

  • Dear Inventory - Financial Transactions

    This report shows detailed financial transactions within the selected time period. Use this report to view all transaction details including type, transaction reference, description, debit/credit accounts, amount and date.

  • Dear Inventory - Xero synchronization report

    This report shows mismatches between DEAR and Xero data synchronization

  • Dear Inventory - Financial Transactions VS Stock On Hand Difference

    Shows the difference between stock on hand and transactions on the specified Effective Date. If there are no differences, this report will contain no data. Use this report to check for discrepancies which need further investigation.

  • Dear Inventory - Job Costing Profit & Loss

    This report shows the profit/loss for each Job. Use this report to view all income, expenses and profits associated with job costing transactions. Output can be filtered by customer, supplier, time period, milestone, status and more.

  • Dear Inventory - Profit & Loss by Product

    This report shows the profit made for each product within a given period. Use this report to see detailed financial information such as COGS, sale proceeds, amounts for non-sale operations (transfers, assembly, etc.) and profit.

Dear Inventory Reports - Audit Reports

  • Audit report

    System activity report shows all changes in DEAR. Use the Audit Report to view details of all actions performed by each user in DEAR, including all integration- and security-related changes made by authorised users to DEAR configuration settings.

Dear Inventory Reports - Production Reports

Production Reports are for companies that make use of the Production module. If you have not signed up for this module, then it will not yield any data/report.

  • Dear Inventory - Production Overdue report

    This report shows the Production Orders/Production Runs which execution is not started on the required date. Use this report to see what Production Orders should be started ASAP to meet the Required by Date.

  • Dear Inventory - Production Required By Date Exceptions report

    Required By Date Exceptions shows the Production Orders for which the Required by Date is changed. Use this report to see what customers should be notified about changes in the delivery of their products.

  • Dear Inventory - Production Cost Analysis

    This report shows completed finished goods within the selected time period. Use this report to analyse finished goods yield quantity, production cost, and cost of component products and services.

  • Dear Inventory - Production Actual Vs Planned Cycle Time

    This report shows the ratio of planned time vs actual time spent to production process to measure the speed of production.

  • Dear Inventory - Production Finished Products Wastage Rate

    This report shows the portion of defective elements in relation to all items produced to measure the quality of production.

  • Dear Inventory - Production Components/Resources Used In Production BOM

    This reports shows a list of all components and resources used in Production BOMs.

  • Dear Inventory - Production Cost Breakdown

    This report shows the costs breakdown by resource costs, material costs and manufacturing overhead endured and costs overrun during production process. Use this report to analyse costs and cost overrun.

  • Dear Inventory - Production Shortage

    This report shows the products required for the current Released and Work in Progress Production Orders.

  • Dear Inventory - Production Downtime

    The report is intended for display of downtime for the production process. This is the time when resource is not working due to the planned or not planned reasons.

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