F-09Section A–A
Hardware store reports: margin, stock value, slow movers and money owed
Hardware store reports should answer three questions: what makes money, what sits on the shelf, and who owes you. Hardware Store POS reports profit and loss, stock and stock value by location, low stock, trending products, item sales, customer and supplier balances, register totals and tax.
!The problem
What owners actually want to know
- 1Which categories carry the margin, and which are traffic builders at thin margin.
- 2How much cash is sitting in items that have not sold in months.
- 3Which contractors are overdue and by how much.
- 4Whether each register balanced at close.
4 stepsSet-up sequence
How reports is set up
Pick a report
Profit and loss, stock, trending products, sales by item, customer groups, register, tax and more.
Filter it
By date range, location, category, brand, customer or staff member.
Export or print
Export to CSV/Excel or PDF, or print for the meeting.
Act on it
Mark down slow movers, chase overdue accounts, adjust reorder points.
T-01Test rig
Test rig: find the dead stock
A sample stock list: drag the "no sale in" slider to see which items and how much cash would show up on a slow-mover review.
Slow-mover review
Simulation for illustration; the live software screens differ in layout.
⚠Field notes
Reading the numbers right
Costs must be current
Profit reports use recorded costs; keep purchase costs up to date.
Count before you value
Stock value is only as good as the last count.
Separate the yard
Report the yard as its own location to see bulk margins clearly.
Close registers daily
Register reports depend on staff opening and closing sessions.
BOMParts list · the settings involved
What you can set for reports
| No. | Setting | What it does at the counter |
|---|---|---|
| F-09.01 | Profit / loss | Sales, cost of goods, expenses and profit for a period. |
| F-09.02 | Stock report | Quantity and value per item and location. |
| F-09.03 | Stock alert | Items at or below their alert quantity. |
| F-09.04 | Trending products | Best sellers by quantity over a period. |
| F-09.05 | Product sell / purchase report | Line-level sales and purchases by item. |
| F-09.06 | Contacts | Customer and supplier balances, dues and ledgers. |
| F-09.07 | Register report | Opening, closing and totals per register session. |
| F-09.08 | Tax report | Input and output tax for the period, for your VAT or sales tax return. |
Parts that fit with this one
Q&ASheet set · FAQ
Reports: questions owners ask
- Which reports are included?
- Profit and loss, purchase and sale, tax, supplier and customer, customer groups, stock, stock adjustment, trending products, items, product purchase and sell reports, expenses, register and sales representative reports, among others.
- Can I see stock value by location?
- Yes. The stock report shows quantities and value per item, filterable by location, category and brand.
- How do I find slow-moving or dead stock?
- Compare the stock report with item sales for a period: items with stock on hand and no sales are your slow movers. The test rig above shows the idea.
- Can I see what each contractor owes?
- Yes. Customer reports and ledgers show balances, due and overdue invoices per account.
- Is there a tax report for VAT or sales tax returns?
- Yes. The tax report lists input and output tax for the period to support your return. Your accountant still files it.
- Can I export reports to Excel?
- Yes. Report tables export to CSV/Excel and PDF, or print.
- Can managers see reports without seeing costs?
- Roles and permissions control who can see purchase prices and profit.
- Is there an accounting module?
- An accounting add-on module is available for ledgers and financial statements; ask on a demo whether it fits your accountant's process.
See reports with your own items
Send a few rows of your item file and we set this feature up for your store on a live demo. Or start the trial and try it straight away.
21-day free trial · no card to start · no contract