Inventory Report (Reference)

Article Details

Introduction

Use this report to generate data on retail inventory for a historical or current date.

Reporting & Location Access

Reports in Gingr use location-based reporting. Results are calculated based on the locations selected in the report, and each report’s location label determines how results are calculated.

Available locations are limited to the user’s Allowed Locations. If a location does not appear as an option, verify the user’s location access before running the report.

Getting Started

Navigate to Book Icon » Reports » Inventory Report to see the Inventory Report.

Report Parameters

Setting Description
As of Date Choose a starting date to see current or historical inventory for all retail items on that given date.
Location Select any location(s) you want to view service data for.
Export to Excel? Select this option if you want to export and download the report’s data to an excel file.

Report Output

Inventory table with item details.

Column Description
Item Displays the name of the Retail Item.
Stock on Date Displays the number of items in stock on the given date. If no inventory amount is entered for that item, the report will display "Not Available".
Wholesale Cost Displays the wholesale cost of one item. The "wholesale cost" can be set under each item on the Admin » Retail page. If no wholesale cost is entered for the item, the report will display "Unknown".
Total Value Displays the total dollar amount of the "wholesale cost" multiplied by the number of items in stock on the given date.
Last Action Displays the last action for the associated item. May include sale, inventory addition, or inventory deduction.
Last Action Date Displays the date the associated last action was taken.

Tips and Tricks

  • The "wholesale cost" can be set under each item on the Admin » Retail page. If no wholesale cost is entered for the item, the report will display $0.00.
  • The table can be organized by clicking any of the top-level parameters.

Export and Print the Report

To get a PDF version of this report, first, generate the report, and then click the green "Export to PDF" button at the top of the report. If you'd like to export to a CSV file, check the box "Export to Excel?" in the report parameters at the top of the page.

Inventory report page with export options.

Related Resources

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.