Inventory Reports

Overview

This report provides details on the items that are in inventory.  This report is consolidated at the department level showing you inventory costs and quantities. Note - this reports only active items, any items which have been made inactive will not appear on this report even if they have quantity.

Details

To filter Report by Venue, Store, Group, or Warehouse user selects the appropriate drop down.

To pull items by classifications user selects Department, Category, SubCategory, Vendor, Royalty, Size, Style or Color. Any combination selected will pull the appropriate items to the report.

To view the report from a begining UPC number to an ending UPC number in numeric order user enteres the beginning UPC into From: and the ending UPC into To:

Additional Options include the ability to filter items by inventory levels such as: Report all items; Report only items with negative QOH (quantity on hand); Report all items with a non-zero inventory. 

The user then can generate the report or download the CSV file. Once a report is generated, the user can see the store, the warehouse, the department, the SKUs, and the description, category, sub category, supplier, quantity on hand (QOH), cost, cost value, retail price and sell through percent (the percentage of items sold off units available for sale) of each item listed.

The report generated in csv format, also includes attributes (style, color, size, brand, season)

Access

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, warehouse general managers as well as zone managers may view Inventory Balance report at Venues or Store assigned to them.

Overview

The Item Lookup report displays by Royalty level and Category all the SKU items in inventory and where they are located within a Venue, Store or Enterprise. This can be  used  to create a report of where every item is located in a venue in the event that you wish to consolidate items from low volume store to high volume stores.  

To forecast inventory requirements based on trends you can establish analysis rules and generate Reorder Level Reports .

Details

To filter Report by Venue, Store, Group, or Warehouse user selects the appropriate drop down.

To pull items by classifications user selects Department, Category, SubCategory, Vendor, Royalty, Size, Style or Color. Any combination selected will pull the appropriate items to the report.

To view the report from a begining UPC number to an ending UPC number in numeric order user enteres the beginning UPC into From: and the ending UPC into To:

The user then can generate the report or download the CSV file.

If the user generates a report, the report lists 

Royalty - The name of the Royalty that is attached to the item

Category - the second tier of classification of the item.

UPC - Universal Product code for the Item. Under the UPC is what locations have the Item in-stock, Warehouse or stand.
Description - Show the name of the Item and the name of the Warehouse or (Store)Stand that the item belongs to. In the same column shows a row of the Item Totals. You can see the total of QOH, and the On Hand Cost, retail Values as well as the sales QOH, Cost, and Retail values.

Unit Cost - The cost of the Item that the user spent to get the item

Retail price- Price the User sells the item for

On Hand

Quantity - the QOH of the item in the specific location

Cost Value - The Unit cost multiplied by QOH

Retail Value - The Retail price muliplied the QOH

Sales

Quantity - The Quantity of the Item that was sold

Cost Value - The Cost Price multiplied by the Quantity that was sold

Retail Value - The Retail Price multiplied by the amount that was sold.

Access

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, warehouse general managers as well as zone managers and human resource managers may view Item Look Up report at Venues or Store assigned to them.

Overview

This report provides detail of inventory adjustments due to shrinkage or damage.  You can run details on specific transactions here or you can also view or reprint the adjustment receipt .

Details

To filter Report by Venue, Store, Group, or Warehouse user selects the appropriate drop down.

Also adjustment can be consolidated by transactions.

To pull items by classifications user selects Department, Category, SubCategory, Vendor, Royalty, Size, Style, Color, Brand or Season. Any combination selected will pull the appropriate items to the report.

To view the report from a begining UPC number to an ending UPC number in numeric order user enteres the beginning UPC into From: and the ending UPC into To:

The generated report will provide

Venue - Name of the Venue

Store/Warehouse - Name of the Store or ware house

Department- Department name

SKU - The SKU of the item

Description - Description of the item

Category- Category of item

SubCategory - Subcat of item

Supplier - Name of vendor

Final QTY - Total amount in location

Adj QTY - Amount that was adjusted

Unit cost - Cost of item

Cost value - The cost of the item multiplied by the amount adjusted

This report displays which inventory and the quantity of inventory that has adjusted during a designated period of time.

Access

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, warehouse general managers as well as zone managers and human resource managers may view inventory adjustment report at Venues or Store assigned to them.

Overview

The Best Seller Report has been enhanced to include vital business formulas to help you review your inventory mix. Not only does the report provide financial data on your top 50 selling items, but also the bottom sellers of your inventory. New filters have been added such as GMROI, Margin, and total sales to allow the user to look at their inventory from different angles.

It’s often more manageable to start by selecting a department and looking at the items within the department then analyzing the items, filtering by total sales and then by GMROI. Do any stand out either being identified as stronger than expected or in need of pricing adjustments

 To determine reorder requirement use the Reorder Rules and the Reorder Level Report .

Details

To filter Report by Venue, Store, Group, or Warehouse user selects the appropriate drop down.

To pull items by classifications user selects Department, Category, SubCategory, Vendor, Royalty, Size, Style or Color. Any combination selected will pull the appropriate items to the report.

In the sort option, you will be able to sort the report by Units Sold, Margin, Total sales, and by GMROI

To view what items are being looked at you can select Bottom Seller or Top Seller from report option

To view the report from a begining UPC number to an ending UPC number in numeric order user enteres the beginning UPC into From: and the ending UPC into To:

User selects date range by selecting the Date From and Date To Calender and entering the appropriate dates.

The user then can generate the report or download the CSV file.  The generated report contains the SKUs of the top 50 sellers, and the description (name), supplier, category, department, unit sold, and sales price of each item.

UPC - Universal Product code of the Item

Description - The Description of the Item

Supplier - Vendor

Category - Second tier of the items classification

Department - First Tier of items classification

Units Sold - Units of items sold

Sales Price - Retail price of the item

Stock Days -Stock Days is the number of days until the stock of the item is depleted. It is the average number of items sold per day (in the given date range)/quantity onhand. 

Gross Margin - (Actual Sales after discounts before taxes- Cost of Goods Sold)

Markdown % - Discounted amounts/Extended Retail

Access

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, warehouse general managers as well as zone managers and human resource managers may view Bestseller List report at Venues or Store assigned to them.

Overview

The Over Stock and Under Stock Report can give anticipated information about the inventory. It provides details of the calculated life of an item, from the anticipated gross margin, anticipated GMROI, Stock Index, and sell out rate. Merchants will want to use this to gain an understanding of their inventory and what it is costing them to have those items. Beginning with GMROI (gross margin return on investment), which calculates the cost of having that item. Anticipated days to sell out calculates how long until you should sell out of the item without reorder. Stock index is the calculation that has been specifically created to show this information of items. For overstocked items these are the top 10% to sell out your mean inventory. Under stocked is the lower 10% of your mean inventory. 

Details

Users will want to use this report to give them an idea of what an item can do for their business. The understock shows items in high demand that need to be addressed either for reorder or moving stock. Overstock shows items that aren't selling to the highest potentials, from the calculations. These can be items that are holding space, or that need to be discounted or another promotion. These are calculations and can provide an insight into what the projected profit and stock days can be.

The calculations are as follows:

• Quantity on Hand (current inventory balance)

• Extended Cost: = Average cost per Unit * Quantity on Hand 

• Anticipated Gross Margin: =((Extended Retail - Extended Cost) - historical markdowns at hierarchical (VSG level))

• Anticipated Days to Sell Out Stock: =Current Stock Balance/Average Sales per Day;  Average Sales per Day = (Total Units Sold during Period/Number of Days in the Period)

• Anticipated GMROI: = Anticipated Gross Margin/ Extended Cost

• Stock Index is the calculation that is based on a bell curve fo your inventory. When using this equation it allows the calculations to show the top 10% of data as well as the lower 10% of data

Overview

This report provides by SKU a detail of all merchandise receipts.

Details

To pull the report by Venue, Warehouse or Store the user selects from the drop down menu for the appropriate resulting location

Also receiving can be consolidated by transactions.

To pull received items by classifications user selects Department, Category, SubCategory, Vendor, Royalty, Size, Style or Color. Any combination selected will pull the appropriate items to the report.

To view the report from a begining UPC number to an ending UPC number in numeric order user enteres the beginning UPC into From: and the ending UPC into To: 

To view a known Transaction number the user enters the Transaction Number into the box.

User selects date range by selecting the Date From and Date To Calender and entering the appropriate dates.

The user can then generate the report or download the CSV file. The generated report contains the warehouse name, the SKUs, and the description, transaction number, PO number, quantity ordered, quantity received, unit cost, freight supplier, remarks, and the date of each transfer.

Access

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, warehouse general managers as well as zone managers may view receiving journal report at Venues or Store assigned to them.