Inventory Report

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

This article includes: 

• Report Parameters: How to Generate the Inventory Report
• Report Output: Viewing Inventory for Retail Items
• Exporting and Printing the Report

Related Articles: 

• Revenue by Date(s) Report
• Point of Sale Report

Report Parameters: 

Navigate to Book Icon » Reports » Inventory Report. Fill out the fields according to the parameters below: 

Report Output: 

Results - This section includes the inventory information for retail items on a historical or current date.

• 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".
  • 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.
• 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.

Important! The table can be organized by clicking any of the top-level parameters.

Exporting and Printing 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.