How do you know the inventory summary?

The Inventory Summary Report helps you track inventory operations for each product and monitor available quantities by branches or time periods. Through this report, you can search for the product and learn the details of the inventory operation and its impact on the quantities available in the warehouse.

#Accessing the Report

1. Go to Reports > Inventory > Inventory Summary Report.

2. Click on the report to view the details.

#Searching for a Specific Product

Enter the product name or SKU in the designated search field.

#Filtering Data

1. Click on "Filter."

2. You can filter results by:

   • Inventory date.

   • Site name.

   • SKU.

   • Product name.

   • Available quantity.

   • Counted quantity.

   • Difference.

   • Value of the difference.

3. Click on "Apply."

#Setting the Time

1. Click on the time field.

2. Select the time frame you want:

• 24 hours (default setting).

• Choose a custom period (temporary or fixed).

To select a temporary period:

• Click on "Edit Temporary Period."

• Set the start time and end time.

• Click on "Apply."

To add a fixed period:

• Click on "Select Fixed Period."

• Add the period name.

• Set the period hours.

• Click on "Apply."

#Sorting Data

1. Click on the "View By" field.

2. Choose the appropriate order to display data in the report.

#Report Data

The report data is displayed based on the specified date, time, and filter criteria.

Location

The name of the branch that was inventoried.

Product Code (SKU)

The identifier for the product added to the platform.

Product Name

The name of the product added to the platform.

Available Quantity

The quantity before the inventory operation.

Counted Quantity

The actual quantity that was inventoried.

Difference

The difference between the quantity on the platform and the quantity that was inventoried.

Value of the Difference

The cost resulting from the difference between the available quantity and the inventoried quantity.

Inventory Date

The date and time the product was inventoried on the platform.

#Exporting the Report

1. Click on "Export."

2. Choose: xlsx.

3. An Excel file is downloaded to your device.

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#Frequently Asked Questions

1. How do I search for a product or multiple products to know their inventory operations? Click on Filter > Enter product names or SKUs > Click on Apply.

2. How do I know the quantity of the product that was available before the inventory operation? Click on Filter > Enter the product name and specify the time period > Click on Apply > Check the Available Quantity column.

3. Can I export the report for the inventory details of a specific product? Yes, click on Filter > Choose the required data > Click on Apply > Export.

4. Why does the same SKU appear with more than one product? The SKU appears duplicated due to modifying the product name, or deleting the product and re-uploading it with the same SKU but a different name, then creating a new inventory operation.