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 - Product Name, SKU, Product Type, Warehouse, Vendor, and Brand.
Profit and loss - Last Cost, Site Cost, Item Cost, Profit Margin, and Total Profit.
Quantity - Orders quantity 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:

Navigate to Reports > Inventory > Product Line Summary.
Set up the Default and Custom filters to only include what you need and have a better view of your data.
Click Search. Each filter you apply gets highlighted in green. If a filter is gray or not displayed at all, it’s not active.
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.
To sort the data differently, use the Sort by menu.
To save your filtering and sorting options, click Save view, then type a Name and click Save.
To export the full report to a spreadsheet, click Actions and select the desired format – Excel, CSV, or PDF. Spreadsheets include all columns, including those hidden in the report.

Filter and Column Definitions

Below you will find descriptions of the available filters and columns.

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.