Reports - Inventory

This article shows you how to create an inventory report

 

 

Inventory Report Fields

Please Note

  • Not all fields can be used with all metrics
  • If a Low Stock or Out of Stock report is required, please add Data Fields Products AND Variants

Simple Stock Valuation Report

  1. Login into the Aptimyz back office

  2. Report > Inventory

    Stk_Rep1_b2229b9f5c

     

  3. Select the Data Fields (example below)

               a) Product Group
               b) Supplier Product No
               c) Product
              d) Variation
              e) SKU

 

Stk_Rep2_c829855737

 

      4. Select the Metrics (example above)
              a) Qty in Stock - Total
              b) Cost price - Total
              c) Retail Value - Total

      5. Use the default Inventory Type (All Inventory)

      6. Select the date, using the Select Date/Period date selector

      7. Click on Generate Report

      8. Click on Save Report

 

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9. Create a useful saved name (this means you will be able to find the report in My Reports and run it again at any point with new dates

 

Stk_Rep4_44a86914c7

 

10. The report will then run on the screen and can be exported to Excel for further analysis and printing, if required.

 

Stk_Rep5_d4f05a1569

 

This is the end of the article