Stock Ledger Report

Stock Ledger Report

ERPNext's Stock Ledger Report offers a chronological, detailed picture of all movements of stocks in the system. It records every inward and outward transaction of inventory, such as manufacturing, purchase, selling, and stock transfer. The movements are entered into the Stock Ledger, and the report displays related quantities and values in real time.

The report contains important details such as:

  • Item Code

  • Warehouse

  • Posting Date and Time

  • Voucher Type and Number

  • Incoming and Outgoing Quantities

  • Valuation Rate

  • Balance Quantity and Value

It is particularly valuable when Perpetual Inventory is activated, since it provides an end-to-end audit trail of stock transactions for each item, with a clear and detailed picture of inventory movement.

Key Attributes of the Stock Ledger Report

  • Incoming Rate: Is the effective rate at which the stock item was brought in. It aligns with the Rate given in the source document (e.g., Purchase Receipt, Stock Entry).

  • Valuation Rate: the value calculated per stock unit, depending on the valuation mode chosen (FIFO, Moving Average, or Serialized).

  • Balance Value: value of remaining stock, calculated as: Balance Quantity × Valuation Rate

Stock Ledger

Transactions Reflected in Stock Ledger Report

The below transactions update the Stock Ledger:

  • Sales Invoice (if Update Stock is checked)

  • Purchase Invoice (if Update Stock is checked)

  • Delivery Note

  • Purchase Receipt

  • Stock Entry

  • Stock Reconciliation

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