In this article, you’ll learn how to use the Inventory Movement Report to track every product movement across your clinic locations.
The Inventory Movement Report gives you full visibility into how stock moves in your clinic, whether it’s sold, returned, received, or adjusted. This makes it easier to avoid overstocking, reduce waste, and make smarter purchasing decisions based on real usage data.
Without exporting spreadsheets, you can track every movement by product, location, and period.
Step 1: Navigate to Inventory Movement
Start by logging into your Pabau account using your login credentials. To open the report, click "Stock" in the left-sided navigation menu, and then select "Inventory Movement".
Here, you'll see a detailed table showing each stock movement, including the product name, date, quantity, and where the stock moved to and from.
Step 2: Use filters to build your report
At the top of the page, use the filters to build a report that meets your needs. You can filter by:
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Product – view a single product or multiple products
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Movement Type – such as Sale, Refund, Order Received, or Adjustment etc.
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Location – select one or more clinic locations
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Date Range – choose a specific timeframe using the calendar
Once you've selected your filters, click "Run" to generate the results.
Step 3: Understand the report layout
Each row in the report shows a different stock movement, with the most recent movements listed first. You’ll see the following columns:
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Date when the movement happened, including the time
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Movement the type of movement (e.g., Sale, Refund, Order Received)
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ID a reference number, such as invoice ID or purchase order ID
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Product Name the name of the product involved
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From where the stock was moved from
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To where the stock was moved to
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Start Quantity stock level before the movement
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End Quantity stock level after the movement
Quantities are color-coded:
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🔴 Red = quantity decreased
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🟢 Green = quantity increased
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⚪ Grey = starting value
Step 4: Use advanced filters for deeper insights
Each column in the report includes a filter dropdown that allows you to refine your results. You can filter by:
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Exact values (e.g., “Equals” or “Does not equal”)
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Partial matches (e.g., “Contains” or “Begins with”)
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Empty or filled fields (e.g., “Blank” or “Not blank”)
This helps you quickly drill down into the data and find specific stock changes.
Here’s what the filter options look like:
You can apply these filters to any column, such as Movement, Product Name, From, or To, to create custom, detailed reports tailored to your needs.
Step 4: Movement types explained
Here are some of the most common types of movements you'll see in the report:
Movement Type | What it means |
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Order Received | Items received into stock from a supplier |
Sale | A product was sold to a client |
Sale (Void) | A sale was cancelled; stock was returned |
Sale (Refund) | A product was refunded; quantity added back to stock |
Inventory Count | Stock was adjusted based on a completed inventory count |
Adjustment | Stock was changed manually by a team member |
Step 5: Make sure the right team members have access
Only staff members with the correct permission will be able to view the Inventory Movement Report.
To enable access, go to "Team" from the left-hand navigation menu, open the profile of the relevant staff member, and navigate to the "Staff Permissions tab". Under the Inventory section, toggle on "Can access inventory page".
Once this is enabled, the staff member will be able to open and use the Inventory Movement Report.
Using the Inventory Movement Report is a powerful way to take control of your clinic’s stock. By identifying slow-moving or unused products, you can reduce waste and avoid unnecessary purchases. It helps you make smarter buying decisions by showing exactly what gets used or sold, while also revealing patterns in returns and refunds. Most importantly, it saves time by eliminating the need for manual tracking and boosts accountability across your team and locations—all in one place.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.