Product Line Summary

Overview

In this article, you will learn about Sellercloud’s Product Line Summary report. This report summarizes item costs, revenue, and average profit for products based on orders in a specific time period.

You can see information about:

  • Products – name, SKU, product type, warehouse, vendor, and brand.
  • Profit and loss – last cost, site cost, item cost, profit margin, and total profit.
  • Quantity – on order and on hand.
For key points about Sellercloud’s Inventory reports, see the Inventory Value Reports Overview.
For answers to general questions about using Sellercloud’s Financial Reporting Suite, see the Reports FAQ.

Access and Customize

To use this report:

  1. Navigate to Reports > Inventory > Product Line Summary.
  2. Set up the Default and Custom filters to only include what you need and have a better view of your data.
  3. Click Search. Each filter you apply gets highlighted in a different color. 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 to manage what you display in the report:
    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, then type a Name and click Save.
  7. To export the full report to a spreadsheet, click Actions 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 products from one or more companies.
Channel Include only products from one or more sales channels.
Date Range Select a preset time range from Yesterday to Last Year.
Date Enter the Start and End dates. For a single date, choose the same Start and End date.
Custom Filters
FILTER DESCRIPTION
Brand Include only products from one or more brands.
Company Groups Include only products from one or more company groups.
Manufacturer Include only products from one or more manufacturers.
Only show qty for FBA and sellable inventory Include only quantities of FBA and sellable inventory.
Product Groups Include only products from one or more product groups.
Product Type Include only products from one or more product types.
Purchaser Include only products assigned to one or more purchasers.
SKU Include only one or more SKUs.
Vendor Include only products from one or more vendors.
Report Data
COLUMN DESCRIPTION
SKU Shows the unique Stock Keeping Unit (SKU) code assigned to the product.
Product Name Shows the product’s name.
Product Type Shows the product type.
Vendor Shows the product’s vendor.
Brand Shows the product’s brand.
Site Cost Shows the default product price used for website and sales channels.
Last Cost Shows the cost of a product, based on the last purchase order which has been received.
Item Cost Quantity Sold Shows the amount paid to purchase one item.
Total Qty Shows the total number of units that were sold.
ItemCostTotal Shows the total amount paid to purchase all items, including refunds and other fees. 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.
Subtotal Shows the amount of the order before shipping, discounts, tax, and other costs.
Grand Total Shows the total amount of the order, calculated as such: Subtotal + Shipping Total + Handling + Insurance + Gift Wrap + Tax) – (Discount + Shipping Discount).
Payment Shows the payment received for the order.
Profit Shows the profit left after subtracting the total item cost from the amount received for the order.
Profit Margin Shows the markup percentage of profit between sales and the total item cost of the products.
On Order Shows how many units are currently On Order.
On Hand Shows how many units are currently On Hand.
Inventory Value Total value of the product’s inventory. The value is based on the product’s cost multiplied by the physical quantity.

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