01

Stock reports answer availability questions

Teams need to know what exists, what moved and where discrepancies occurred.

02

Purchase and sales reports explain commercial movement

Comparing buying and selling activity helps teams understand demand and replenishment.

03

Payment and expense reports explain financial movement

Collections, supplier payments and expenses affect liquidity beyond sales totals.

04

Activity reports explain execution

Management should also understand the people and actions behind the numbers.

05

Create a management reporting cadence

Daily dashboards should focus on exceptions and service levels, weekly reporting on operational trends, and monthly reporting on financial and inventory reconciliation.

06

Link reports to decisions

A report is useful when the owner knows what threshold triggers action. Stock alerts, return spikes, courier settlement age and margin movement should lead to defined follow-up.

The operating principle

Every event should remain connected to the product, contact or transaction that created it. That is what lets ERP explain a number instead of only displaying it.