Price List Reports — Worklog Help

What it is

Items and the Cost Calculator are where you set your prices. Price List Reports is where you check them — Margins, Dead Stock and Costings, each its own screen with its own 📄 PDF and 📊 CSV / Excel buttons. On a phone, tap Reports and open Price List; on a computer they sit under Price List Reports in the sidebar. Stock On Hand, what your shelves are worth, is listed with Stock & Assets instead: tap Reports and open Stock & Assets, or Stock & Assets Reports in the sidebar.

Stock on hand

Every Product and Material on your price list, valued twice: at what it cost you and at what it sells for. The difference is the profit sitting on your shelves. It uses today's Qty in stock and today's cost prices.

⚠️Your Profit & Loss doesn't read this report. For a closing stock figure there, count your stock under Stock & Assets → Stock count, dated your year-end — the count is what the Profit & Loss uses.

💡Only products and materials appear here. Services, labour and packages have no stock to count, so they are left out rather than listed as zero.

Margins

Every item with its cost, its sell price, the profit and two percentages. Margin is the profit as a share of what you charge; markup is the same profit as a share of what it cost you. The list is ordered worst first, so whatever needs attention is at the top.

Anything selling at or below what it cost you is flagged with a warning triangle.
Items with no sell price set are counted separately — they are not a bad margin, they are an unfinished one.
The average margin is the average of each item's margin, so one expensive line does not drown out the rest of the list.

The reorder list — on Items

What to reorder is on Items itself: open Show ▾ → ⚠️ Low stock, or tap the low-stock nudge on your dashboard. Under the list, the 📄 PDF and 📊 CSV / Excel buttons print the reorder list — everything the list shows at or under its reorder level, with how many units short you are and what it will cost to restock. Anything that has run out completely is marked and sorted to the top. It is a shopping list you can hand to whoever does the buying. Services, labour and packages hold no stock to buy, so they are left off it, and the page says how many. It used to be a report of its own here, called Reorder; it moved to Items because Items already lists the same things.

⚠️An item can only appear here if it has a reorder level set on it. If nothing shows up and you expected something to, check that the item has a reorder level rather than zero.

Dead stock

Products and Materials with stock on the shelf that haven't been on an invoice for a while — money sitting still. Pick 3+ months, 6+ months or 12+ months. The most money at cost is at the top, and anything never invoiced says so. You need access to Invoices as well as Items to see it.

⚠️It is approximate on purpose. It matches items to invoice lines by name and reads only invoices, so an item invoiced under a retyped description, or sold only through Stock sold on a money-in line, looks quieter than it is. Use it to ask questions, not to write stock off.

Costings

When you save a costing to your price list, the item stays linked to the costing behind it. Costings puts the two side by side: what the costing says you should charge, against what you are actually charging.

A price that has drifted below its costing shows in red, and the Given away figure at the top is what you are giving away on every sale across all of them. Costings never saved to the price list are listed too, marked "not on the price list".

💡This is the report to check after a supplier puts their prices up. Re-do the costing, and anything you are now charging too little for appears here.

Still stuck? Open the in-app help assistant, or email us at hello@worklogsolutions.co.za.

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