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How to Read the Inventory Usage Report in SureStock

See how much of each material a warehouse or truck used over a period, what it cost your business, and what you charged your clients.

➡️ What is Inventory Usage?

Inventory Usage shows the material activity at a specific warehouse or truck over a period of time. It's the report to use when you want to answer questions like:

  • Which materials are we using the most?

  • How many of these did we use this month?

  • What did those materials cost us?

  • How much are we charging clients for them?


➡️ How to access it

Go to Reports → Inventory Usage.


➡️ Step 1: Choose a location

Inventory Usage is organized by location. At the top of the page you'll see your warehouses and trucks. Click the one you want to review.


➡️ Step 2: Pick a time range

Once you're in a location, filter by time in one of two ways:

  • Filter by month: quickly view a specific month (for example, Jan 2026).

  • Custom date range: pick exact dates (for example, 01/01/2026 – 01/31/2026).


➡️ Summary cards

At the top, five cards give you a snapshot of the selected period:

Card

What it shows

Average Inventory Amount

The average amount of inventory activity over the range

Total Inventory Amount

The total quantity of inventory activity for the range

Total Client Cost

What you charged (or would charge) clients for those materials

Total Business Cost

What those materials cost your business

Material Profit Margin

A margin snapshot based on client cost vs. business cost


➡️ Materials table

Below the cards, a table lists every material activity in that period. Each row shows:

  • Material name and variation

  • Quantity (QTY)

  • Client cost (per item and total)

  • Business cost (per item and total)

  • User name

  • Action / Reason

  • Date

This is the part you'll use most when you need to understand what happened with a specific item.


➡️ Sorting and filters

Sort by:

  • Name (A–Z / Z–A)

  • Item # (A–Z / Z–A)

  • Quantity

  • Oldest first / Newest first

Filters: click Filters to narrow by Category, Brand, Manufacturer, or Tags. Handy when your catalog is large and you only want to review one group of items.


➡️ Exporting the report

Click Export as… in the top right corner to download the data. The export includes:

  • Material Name

  • Variation

  • Action Type

  • Reason Type

  • Date

  • QTY

  • Cost for Business (per item and total)

  • Cost for Client (per item and total)

  • User Name


➡️ Best practices

✅ Check the location first. The report only shows one warehouse or truck at a time, so double-check you're looking at the right one.

✅ Use Action / Reason to separate usage from movement. If you only care about what went to jobs, sort or filter the export by Action Type and Reason Type in Excel.

✅ Compare month to month. Running the same location for consecutive months is a quick way to spot materials whose usage is going up or down.


➡️ Common Issues

"My totals are higher than what we actually used on jobs."
Inventory Usage includes all material activity at that location, not only materials sent to jobs. Transfers, adjustments, and deletions show up too. Check the Action / Reason column, or export to Excel and filter by Action Type and Reason Type to keep only job usage.

"I need one total across all my locations."
The report works one location at a time. Export each location and combine them, or reach out to Support if you need a consolidated view on a regular basis.

"The margin looks off."
Material Profit Margin is based on the client cost and business cost of each material. If some materials don't have a client cost or business cost set, the margin will be skewed. Review those materials' pricing in your Catalog.


➡️ FAQs

Does it show what's on hand right now?
No. Inventory Usage tracks activity over time. For current quantities, check the location in Stock.

How is this different from Movement Reporting?
Inventory Usage focuses on how much each location used and what it cost. If you want to follow materials moving between locations, use Movement Reporting. See SureStock Reports.

Can I see the notes my team entered on stock adjustments?
Not in this report right now. If you need them, reach out to Support and we can put together an export for you.


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