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Inventory by Product Summary

Overview

This article will teach you about Sellercloud’s Inventory by Product Summary report. This report shows the total quantity and value of your inventory across all warehouses for a specific period.

You can see information about:

  • Products – name, SKU, and brand.
  • Inventory – physical, reserved, and available quantity.
  • Value – cost, total value, site price, and list price.

For key points about Sellercloud’s Inventory reports, see the Inventory Value Reports Overview.

You can run this report automatically on a regular basis with Scheduled Tasks.
For more information about Sellercloud’s Financial Reporting Suite, see the Reports FAQ.

Access and Customize the Report

To use the report, follow these steps:

  1. Navigate to Reports > Inventory > Inventory By Product Summary.
  2. Set up the Default and Custom filters to have the report show precisely what you need.
  3. Click Search. Each filter you apply gets highlighted in green. If a filter is gray or not displayed at all, it’s not active.
  4. To manage the columns in the report, click the three dots icon on the top right and select Customize Columns. You can:
    1. Reorder columns by dragging them up or down in the list;
    2. Hide columns by clicking the Trash icons;
    3. Add columns by clicking Add column.
  5. To sort the data differently, use the Sort by menu.
  6. To save your filtering and sorting options, click Save view, type a Name and click Save.
  7. To export the full report to a spreadsheet, click Actions on the bottom right and select Export to Excel. Spreadsheets include all columns, including those hidden in the report.

Filter and Column Definitions

Click the drop-downs below for filter and column descriptions.

Default Filters
FILTER DESCRIPTION
Company Include only the inventory info from one or more companies.
Date Type Select from As of Date, Date Range, and Real Time to change how the date filters work.

  • Select As of Date for inventory info starting from the date you specify.
  • Select Date Range for inventory info from a specific date range.
  • Select Real Time for inventory info from today.
As Of Date Include only inventory info from a specific date.
Date Range Select a preset time range from Yesterday to Last Year.
Date A custom time range – enter the Start and End dates. For a single date, choose the same Start and End date.

Custom Filters
FILTER DESCRIPTION
Brand Include only items from one or more brands.
Company Group Include only items belonging to one or more company groups.
Do Not Include Inventory from Dropship Warehouses Include or exclude inventory info from dropship warehouses.
Do Not Include Warehouses with Zero Inventory Include or exclude warehouses with zero inventory.
Group Products by Parent SKU Whether to group together products by a parent SKU or not.
Manufacturer Include only the products from one or more manufacturers.
Product Groups Include only the products from one or more product groups.
Product Status Include only products that have Active or Inactive statuses.
Purchaser Include only products bought by one or more purchasers.
SKU Include only one or more Stock Keeping Units (SKUs).
Vendor Include only the products from one or more vendors.
Warehouses Include inventory info only for specific warehouses.
Report Data
COLUMN DESCRIPTION
Date Shows the date for which the inventory info is calculated.
Note: Only available in the report’s web interface.
SKU Shows the unique Stock Keeping Unit (SKU) code assigned to the product.
Product Name Shows the name of the product from the product summary.
Brand Shows the product’s brand.
Physical Shows the total inventory of a product that is available across warehouses, including items that are ordered but not shipped yet.
Reserved Shows the inventory that has been occupied by created orders or manually reserved for channels.
Note: If a warehouse is not sellable, you will see 0.
Available Shows the inventory that is available for sale, excluding reserved and non-sellable quantities.
Note: If a warehouse is not sellable, you will see 0.
Cost Shows the cost value of the item from the product summary.

The cost value of the item from the product summary on the specified date. The cost used in this report is based on the Client Setting Order Profit & Loss Calculated Using:

  • Average cost – Cost of units continually averaged.
  • Last Cost – Cost of an item on the last purchase order in which it was received.
  • Site Cost – Current value in the product page’s Site Cost field.
Cost Type Shows the cost type for the products. The cost type is determined based on the Client Setting Order Profit & Loss Calculated Using.
Note: Only available when you export the report to a spreadsheet.
Value Shows the total value of the product inventory in a specific warehouse. The value is based on the product’s cost multiplied by the physical quantity.
Site Price Shows the default product price used for the website and sales channels.
List Price Shows the Standard/List Price on the product page.

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