Which inventory reports use your cycle counts
Each report reads your cycle counts a little differently. Here is what each one includes, and why two reports can show different numbers for the same day.
Jump to: Short answer · On-Hand · Inventory Analysis · AvT · Count reports · Other reports · Differences
The short answer
Use the On-Hand Inventory report when you want to know what Galley believes you have on hand. Reports that analyze usage or list your counts can show different numbers for the same day, because they do not all read the same count lines.
The main difference: Inventory Analysis only uses count lines that actually reached stock. Actual vs Theoretical and the Cycle Count Summary reports do not apply that filter.
For how a count changes on-hand in the first place, see "How cycle counts update on-hand inventory".
| Report | Which count lines it uses |
|---|---|
| On-Hand Inventory | Not a count report. It is the ledger of your on-hand itself. |
| Inventory Analysis | Only lines that reached stock. |
| Actual vs Theoretical, Inventory Analysis With Recipes | The latest line per item, storage area and date, whether or not it reached stock. |
| Cycle Count Summary (and Detailed), Cycle Count Comparison | Every count line that has not been deleted, including counts still in progress. |
| Last Cycle Count by Location & Sublocation | The most recent count for each location and storage area. |
| Offline Cycle Count | The printable count sheet. |
On-Hand Inventory
The On-Hand Inventory report is the ledger itself, so it is the source of truth for what you have on hand. When another report disagrees with it, treat On-Hand Inventory as correct and look for the reason.
Inventory Analysis
Inventory Analysis shows usage for each item over a date range. Usage is the beginning count, plus what you received, plus what was transferred in, minus what you sent, minus the ending count.
- It only counts lines that actually reached stock. A line that shows "Count did not post to on-hand" is left out.
- If two counts cover the same item, location, storage area and date, it uses the lines from the count submitted last.
- A location-wide recount replaces older storage-area lines for the same item.
- The beginning and ending counts come from the first and last count dates in your date range.
- The Transferred In columns only show for companies that use transfers.
Because Inventory Analysis leaves out lines that did not post, a line that never reached stock does not change this report. If a number in this report is not what you expected, check the count for an orange triangle first.
Actual vs Theoretical and Inventory Analysis With Recipes
These reports use one count line per item, storage area and date, the latest one. They do not apply the "reached stock" filter. A count line that did not post to on-hand can therefore still appear here, and these reports can show a different number from Inventory Analysis.
When these reports differ from Inventory Analysis for the same period, first check whether a count line shows "Count did not post to on-hand".
Cycle Count Summary and Comparison
Cycle Count Summary (including the detailed version) and Cycle Count Comparison list every count line that has not been deleted. That includes counts that are still in progress and lines that did not post to on-hand.
Treat these as a listing of your counts, not as a measure of on-hand. A count can appear here and still not have changed your on-hand.
Other count reports
- Last Cycle Count by Location & Sublocation shows the most recent count for each location and storage area.
- Offline Cycle Count is the printable count sheet.
Why two reports can disagree
Reports can disagree for the same day because they read count lines differently. In order:
- Open the count and look for a line with an orange triangle, "Count did not post to on-hand". Inventory Analysis leaves that line out. The other reports may still show it.
- Check whether the count was still in progress. Cycle Count Summary includes in-progress counts. Inventory Analysis only uses lines that reached stock, which an in-progress count has not.
- Check for a second count of the same item on the same date. The last one submitted is the one Inventory Analysis uses.
- Check On-Hand Inventory to see what Galley actually holds.