Inventory Reports Overview

GoldFinch Inventory Reports help organizations understand inventory quantities, availability, locations, movements, costs, and values using information maintained in Salesforce. Reports can support daily operations, inventory control, purchasing, manufacturing, fulfillment, financial reconciliation, and management decision-making.

Because GoldFinch connects inventory with related business transactions, authorized users can analyze inventory information alongside items, warehouses, bins, lots, sales orders, purchase orders, production activity, and accounting records.

Current Inventory Visibility

Inventory reports can help users review what is currently in stock and where it is located. Depending on the organization’s configuration, inventory may be analyzed by:

• Item or item category
• Warehouse and bin
• Unit of measure
• Lot or serial number
• Inventory status
• Quantity on hand
• Allocated quantity
• Available quantity
• Inventory cost or value

Business benefit: Current inventory visibility helps teams make better-informed purchasing, production, fulfillment, and warehouse decisions.

Inventory Availability Reports

Inventory availability reports help users distinguish between inventory physically on hand and inventory that remains available for new demand.

Depending on the processes used, reports may consider quantities associated with:

• Sales orders
• Warehouse picks and shipments
• Manufacturing requirements
• Salesforce Orders
• Transfer activity
• Other operational commitments

Business benefit: Availability reporting helps reduce overcommitment and supports more reliable communication with customers.

Warehouse and Bin Reports

Warehouse and bin reports help organizations understand how inventory is distributed across facilities and internal storage locations.

These reports can support analysis of:

• Inventory by warehouse
• Inventory by bin
• Available inventory by location
• Lot or serial location
• Inventory awaiting movement
• Inventory transferred between locations
• Empty, inactive, or blocked storage locations

Business benefit: Location-based reporting helps warehouse teams find inventory more efficiently and identify placement or movement issues.

Lot, Serial, and Expiration Reports

For tracked products, reports can provide visibility into lot numbers, serial numbers, manufacturing dates, expiration dates, quantities, and locations.

Organizations may use these reports to identify:

• Inventory by lot or serial number
• Lots approaching expiration
• The location of tracked inventory
• Incoming and outgoing lot activity
• Customers or transactions associated with a lot
• Components and finished goods connected through manufacturing

Business benefit: Traceability reporting supports quality control, expiration management, customer inquiries, and recall readiness.

Inventory Movement and Adjustment Reports

Inventory transaction reports help authorized users review how quantities have changed over time. Activity may include:

• Purchase receipts
• Sales shipments
• Warehouse movements
• Warehouse transfers
• Manufacturing consumption and output
• Inventory adjustments
• Physical inventory corrections
• Customer or supplier returns

Business benefit: Transaction history helps users investigate quantity differences and understand the events affecting inventory balances.

Historical Inventory Reports

Historical reports can help authorized users review inventory quantities and corresponding values as of a selected date, subject to available transaction history and system configuration.

Historical inventory information may support:

• Period-end reporting
• Inventory reconciliation
• Audit preparation
• Trend analysis
• Insurance or financing requests
• Management review

Business benefit: Historical reporting helps organizations understand how inventory positions changed across reporting periods.

Inventory Valuation Reports

Inventory valuation reports connect inventory quantities with related cost information. Depending on the organization's configuration, reports can be analyzed by item, category, warehouse, company, general ledger, or reporting date.

These reports can help users evaluate:

• Current inventory value
• Historical inventory value
• Value by item or category
• Value by warehouse
• Cost changes
• Adjustments affecting value
• Manufacturing inventory value
• Additional or landed costs

Business benefit: Inventory valuation reporting helps finance and operations teams understand the organization’s investment in inventory.

Inventory-to-General-Ledger Reconciliation

For organizations using GoldFinch Accounting, the Inventory to GL Reconciliation Report helps compare inventory information with related general-ledger balances as of a selected date.

The reconciliation process may help identify:

• Unposted transactions
• Timing differences
• Unexpected account balances
• Cost or quantity discrepancies
• Incorrect transaction dates
• Incomplete period-end activity
• Account-mapping issues

Business benefit: Connected reconciliation reporting helps operations and finance investigate differences more efficiently and improve period-end accuracy.

Cycle-Count and Inventory-Accuracy Reports

Inventory reports can support physical inventory and cycle-counting processes by helping users select and review items, warehouses, bins, lots, or other inventory to be counted.

Reporting may also help analyze:

• Planned and completed counts
• Count differences
• Adjustments resulting from counts
• Frequently adjusted items
• Discrepancies by warehouse or bin
• Inventory-accuracy trends

Business benefit: Count reporting helps organizations identify recurring problems and improve inventory record reliability.

Shortage, Excess, and Aging Analysis

Inventory information can help organizations identify areas requiring attention, such as:

• Potential shortages
• Excess inventory
• Slow-moving products
• Aging inventory
• Expiring lots
• Negative or unusual quantities
• Inventory concentrated in the wrong location
• Demand that may exceed available supply

Business benefit: Exception-focused reporting helps teams focus on inventory conditions that may affect cash flow, service levels, or operating performance.

Salesforce Reporting and Dashboards

Because GoldFinch operates on Salesforce, authorized users can work with Salesforce reporting and dashboard capabilities to analyze inventory data.

Depending on permissions and configuration, users may be able to:

• Filter and group inventory information
• Add report charts
• Build dashboards
• Export report results
• Subscribe to or schedule selected reports
• Combine inventory information with related Salesforce records
• Create role-specific views for different teams

Tailor reports for warehouse personnel, buyers, planners, sales representatives, production teams, accountants, and management.

Business benefit: Teams can access relevant inventory information through a shared Salesforce platform rather than maintaining separate reporting systems.

Key Business Benefits

GoldFinch Inventory Reports help organizations:

• Improve visibility into inventory quantities and locations
• Understand allocated and available inventory
• Strengthen lot and serial-number traceability
• Identify shortages, excess inventory, and expiring products
• Investigate inventory movements and adjustments
• Support physical inventory and cycle counting
• Analyze current and historical inventory values
• Improve inventory-to-ledger reconciliation
• Coordinate operations and finance
• Monitor inventory performance through Salesforce
• Reduce dependence on manually maintained spreadsheets
• Make better-informed inventory decisions

Learn More

Available reports and report results depend on each organization’s GoldFinch modules, transaction history, system configuration, accounting setup, and Salesforce permissions.

Authorized GoldFinch customers can access detailed report instructions, filter criteria, reconciliation procedures, report-building guidance, and troubleshooting resources. Sign in to GoldFinch Clientcare or contact GoldFinch Support for assistance.