➡️ What It Does
Inventory Lens gives you a single view of how material moves through your business, what you're holding, what it's worth, how fast it turns, and how accurate your counts actually are. Instead of pulling numbers from separate reports, you get warehouse and fleet performance side by side, month by month.
➡️ Enabling Inventory Lens
Inventory Lens is available through Labs, where we release early access to recently launched features.
Go to Settings.
Find Labs in the left-hand column.
Locate Inventory Lens and switch the toggle on.
Choose Enable to confirm.
Once enabled, you'll find it under Reports → Inventory Lens in your main menu.
➡️ The Overview Screen
Inventory Lens opens on a month-to-date view of all your material movements. You can switch to any other month using the month selector, and export everything to Excel or CSV at any point.
The overview gives you five headline figures:
Metric | What It Tells You |
On Hand | Current value at this location, with month-over-month change |
Days of Supply | Blended average of how long current inventory will last |
Inventory Turns | Annualized turn rate for this location |
Write-off Rate | Percentage of outbound material written off |
Count Completion | Percentage of stock actually counted this period (shows "–" if no counts have been posted) |
By default the view is holistic, every location is included. You can narrow it to warehouse locations or fleet locations only.
Three tabs let you dig deeper:
Waterfall: breaks down how the location got from its opening balance to its closing balance (starting inventory → material posted in → material posted out → revaluation → ending inventory). This is the fastest way to answer "why did this location's value change?" without reconstructing it from transaction history.
Flow: the visual map of where material actually travelled, into and out of this location.
Cycle Counts: shows inventory counts run at this location during the selected period. If none have been run, you'll see "No inventory counts this month."
Below the tabs, a searchable Materials table lists every item at the location, with:
Column | What It Shows |
Material | Item name and item number |
Status | e.g., "Never counted" |
Move $ | Dollar value moved during the period |
Move Qty | Quantity moved during the period |
ADJ | Value of adjustments made |
Write-off | Value written off |
On Hand | Current quantity |
Dead D | Days since the material last moved (dead stock indicator) |
Last Count | When the material was last counted ("never" if it hasn't been) |
Replen. | Whether the material is marked replenishable |
➡️ Why the Warehouse/Fleet Split Matters
This filter is often where the useful answer lives. A single organization-wide accuracy number can hide very different realities underneath it.
For example: warehouses counting at 90% accuracy alongside fleet locations at 23% will produce a mediocre overall figure. Looking at the combined number, you'd conclude your counting process needs work. Splitting the view tells you the warehouse process is fine and the problem is entirely on the trucks, which is a completely different fix.
➡️ Drilling Into a Location
The list view shows all your locations. Click any one of them to open its detail.
For each location you'll see:
On-hand value and the change from start to end of month
Days on hand, how long current inventory will last at current usage
Inventory usage and how often that inventory turned
Cycle count accuracy, if counts have been posted
Flagged materials that are out of stock or close to it
Click the arrow to expand the view for more detail:
Stock levels on that specific truck or warehouse
Days of inventory remaining based on current usage
Turn rate as a percentage
How many jobs the location served this month
Audit completion, your count accuracy alongside the percentage of total stock actually counted
Count of items at very low inventory levels
📌 The audit completion figure is worth reading as two numbers, not one. A location showing 23% accuracy on 2% of stock counted is telling you something different from 23% accuracy on 80% of stock counted, the first is mostly a coverage problem, the second is a real accuracy problem.
➡️ The Waterfall View
The waterfall breaks down how a location got from its opening balance to its closing balance:
Starting inventory
Material posted in
Material posted out
Revaluation, stock whose value changed during the period
Ending inventory
This is the fastest way to answer "why did this location's value change?" without reconstructing it from transaction history.
➡️ The Flow View
Clicking flow opens a visual map of where material actually travelled: from suppliers, into warehouses, out to trucks, and finally onto jobs.
You can open flow at three levels:
Material level: where a single item went from one location. For instance, 14 units to one job and 2 each to two others.
Location level: everything that moved in and out of one warehouse or truck.
Organization level: your full operation in one diagram, from suppliers through to completed jobs.
The organization-level view gets dense for larger operations. You can drag nodes to reposition them and isolate the path you're trying to follow.
➡️ Audits
The Audits tab filters your inventory by health status:
Out of stock
Below minimum, based on your configured mins and maxes
On order, currently sitting on purchase orders
Not yet counted, inventory with no cycle count against it
Healthy
From here you can click through to the material-level flow chart to see exactly where that item has moved during the month.
➡️ Common Issues
"My inventory accuracy number seems way off."
Accuracy is calculated only from completed cycle counts. Locations you haven't counted won't contribute to that number at all. Check the "Not yet counted" filter under Audits before drawing conclusions from an accuracy figure, a low percentage might just mean low coverage, not bad counting.
"My organization-wide accuracy looks mediocre even though I thought things were fine."
Split the view by warehouse vs. fleet. A blended number can hide very different realities, warehouses might be counting at 90% while trucks are at 23%, and the combined figure won't tell you where the real problem is.
"I don't see Inventory Lens in my Reports menu."
It's a Labs early-access feature, go to Settings → Labs and enable the toggle first. If it's not showing up in Labs at all, contact Support to confirm it's available for your account.
"Count Completion shows '–' and the Cycle Counts tab says 'No inventory counts this month.'"
That's expected if no cycle count has been run at that location during the selected period. Run one from Stock → [Location] → Inventory Counts to start populating this data, see How to Create and Manage Inventory Counts in SureStock.
"A material shows 'Never counted' under Status."
Same root cause, that specific material hasn't been included in any completed cycle count yet. Once it's counted, its Status and Last Count columns will update.
➡️ FAQs
Can I export the data shown in Inventory Lens?
Yes, export to Excel or CSV is available from the overview screen at any time.
What's the difference between accuracy on 2% of stock counted vs. 80% counted?
The first is mostly a coverage problem (not enough counted yet to trust the number), the second is a real accuracy problem, worth reading both numbers together, not just the percentage alone.
Can I filter Inventory Lens to just warehouses or just trucks?
Yes, the overview lets you narrow the view to warehouse locations or fleet locations only, instead of the default holistic view.