Article Details
Introduction
Use this report to generate data on retail inventory for a historical or current date.
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
Report Output
| 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.
Related Resources
- Manage Inventory Topic Outline
- Sell Retail Topic Outline
- Point of Sale Report Reference
- Sales Receipt Report Reference
- PetDetect Label System Topic Outline
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