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Inventory by Product Summary

Overview

In this article, you will learn about Sellercloud’s Inventory by Product Summary report. This report shows the total inventory quantity and value per product across all warehouses for a specific period. You can see inventory information from today, as of a specific date, or for each day in a selected date range. The report shows:

  • Products – Name, SKU, and Brand.
  • Inventory – Physical, Reserved, and Available Quantity.
  • Financial Details – Cost Type, 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:

  1. Go to Reports > Inventory >  Inventory By Product Summary.
  2. Select your date filters, starting with the Date Type. See the Default Filter descriptions for more information.
  3. Set up the other Default or Custom filters for the report to show precisely what you need.
  4. Click Search. Each filter you apply gets highlighted in orange, and after you click Search, it turns green. If a filter is gray or not displayed at all, it’s not active.
  5. 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.
  6. To sort the data differently, use the Sort by menu.
  7. To save your filtering and sorting options, click Save view, type a Name, and click Save.
  8. To export the full report to a spreadsheet, click Actions on the bottom right and select Export to Excel. You can also export to CSV or PDF. Spreadsheet exports always contain all columns, including those hidden in the report.

Filter Definitions

Default Filters

FILTER DESCRIPTION
Company Include only inventory information from one or more Companies.
Date Type Select from As of Date, Date Range, and Real Time:

  • As of Date – See inventory information as of a date you specify.
  • Date Range – See inventory information for a specific date range.
  • Real Time – See current inventory information.
As Of Date Specify the date you want to see inventory. Applicable when using As of Date as the Date Type.
Date Range Select a preset time range from Yesterday to Last Year. Applicable when using Date Range as the Date Type.
Date Enter the Start and End dates. Applicable when using Date Range as the Date Type.

Custom Filters

FILTER DESCRIPTION
Brand Include only inventory of products from one or more Brands.
Company Groups Include only inventory of products belonging to a Company Group.
Do Not Include Inventory from Dropship Warehouses Include or exclude inventory information from Dropship Warehouses.
Do Not Include Products with Zero Inventory Exclude products without inventory from the report.
Group Products by Parent SKU By default, Shadow Product inventory is displayed separately per shadow SKU. By setting this filter to Yes, you can group and include shadow inventory in the inventory of the parent SKUs.
Manufacturer Include only inventory of products from specific Manufacturers.
Product Groups Include only inventory of products from specific Product Groups.
Product Status Include only inventory of products that have Active or Inactive statuses.
Purchaser Include only inventory of products with specific users assigned as Purchasers.
SKU Include only the inventory of specific SKUs.
Vendor Include only the inventory of products that have their Default Vendor set to any of the selected.
Warehouses Include only inventory from specific warehouses.

Report Data

COLUMN FIELD DATA DESCRIPTION
Date Date Shows the date for which inventory is calculated. Only appears when you filter by Date Range or Custom Date Range.
SKU ProductID Shows the product’s SKU. Click to open its Product Details Page.
Product Name ProductName Shows the product’s name.
Brand Brand Shows the product’s Brand.
Physical PhysicalQty Shows the current Physical Inventory of the product across all warehouses, including units that are ordered but not shipped yet.
Available InventoryAvailableQty Shows the total number of units available for sale across all sellable warehouses.
Reserved ReservedQty Shows the total inventory that has been Reserved across all warehouses.
Value Sum of (Product Cost * Physical Quantity per warehouse) Shows the total value of the product inventory across all warehouses. This value is calculated by multiplying each product’s Cost by its Physical Quantity to provide a total inventory value for each SKU. The Client Setting Order Profit & Loss Calculated Using lets you choose whether to calculate your product cost by Average Cost, Site Cost, or Last Cost. For more information, go to Order Item Cost Calculation.
*Cost Product Cost Shows the Product Cost per unit. The Client Setting Order Profit & Loss Calculated Using lets you choose whether to calculate your product cost by Average Cost, Site Cost, or Last Cost. For more information, go to Order Item Cost Calculation.
*List Price ListPrice Shows the product’s Standard/List Price. See Product Prices for more information.
*Site Price SitePrice Shows the product’s Site/Retail Price.
Cost Type Product Cost Type Shows the Product Cost type, determined by the Client Setting Order Profit & Loss Calculated Using. Only available when you export the report.
You can add columns listed with an asterisk (*) to the grid by following the instructions outlined in step 5 of the Access and Customize the Report section.

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