Finance & Procurement
Perfex Insight Inventory
Stock value, warehouses, low and out-of-stock items, goods movement.
Requires Perfex Insight Pro What is Perfex Insight Pro?
What this add-on brings to Insight
Perfex Insight Inventory reports the Warehouse module. Its widgets divide into two kinds: stock position, which answers what you hold right now, and goods movement, which answers what was received and delivered in the period.
Who it is for: Warehouse and operations teams watching stock value, shortages and movement.
Dashboards
The shared demo builds 2 dashboards from this add-on's widgets. See the documentation for their layouts and for the ready-made template the add-on ships in the Dashboard Gallery.
What you can report on
The 19 widgets group into these areas. Every one is an ordinary Insight widget: it obeys the dashboard filter bar and the viewer's own Perfex permissions.
- Stock position
- Total Stock Value, Total Stock Quantity, Inventory Items, Warehouses, Low Stock Items and Out of Stock Items — reported as they stand now, whatever the date range says.
- Distribution
- Stock by Warehouse and Stock Value by Warehouse across your sites.
- Alert lists
- Low Stock List, Out of Stock List, Expiring Soon (lots reaching expiry within 30 days) and Top Stocked Items.
- Goods movement
- Goods Receipts, Goods Receipt Value, Goods Deliveries, Goods Delivery Value and Order Returns for the selected period.
- Activity feeds
- Recent Goods Receipts and Recent Goods Deliveries, each row linking to the underlying voucher or note.
Requirements
Required. Perfex Insight Inventory is a provider that plugs into the Pro dashboard system — it does not run on its own and is sold separately at $69.
Required. Reads Warehouse, which must be installed and active. The add-on reports on that module's data; it does not replace it or modify Perfex core files.
More of the real product
See it and read it
Live demo
The shared Perfex Insight demo runs the platform with all 13 add-ons installed, so it shows Perfex Insight Inventory alongside the rest of the ecosystem rather than on its own. All data in it is fictional and it is reset on a schedule.
Open the live demoDocumentation
The product's own documentation section covers installation, every widget, the dashboards, permissions, settings and troubleshooting.
Read the documentationAlso in Finance & Procurement
Related products in the same business area. Each is a separate add-on with its own parent module — not an integration with this one.
Perfex Insight Inventory
$49. Requires Perfex Insight Pro and the Warehouse module.