Consolidated Report in Custom Reports

Users can now export custom inventory reports with various filter options to tailor the data for specific needs. The report will include detailed information about items, their stock levels, and vendor details.

Before exporting, users can apply the following filters:

• Venue: Select one or more venues to include data for specific locations.
• Location (Warehouse/Store): Choose a specific warehouse or store to focus the report on.
• Category: Filter by one or more product categories (e.g., Canned Products, Liquor).
• Vendor: Filter by one or more vendors to include items supplied by selected vendors.

The exported report will display the following columns:

• Item Name/Description: The name or description of the item.
• Category: The category the item belongs to.
• Sub-Category: The subcategory of the item.
• Primary Vendor: The vendor associated with the item.
• Current On-Hand Quantity: The stock available in the specified warehouse.
• Total Quantity Requested by All Stores: The total quantity requested by all stores.
• Expected Ending Inventory Quantity: Calculated by subtracting the total quantity requested by all stores from the current on-hand quantity.

1. Apply filters for Venue, Location (Warehouse/Store), Category, and Vendor.
2. Click the Export button.
3. The system generates the report based on the selected filters and sorting order.
4. The report is downloaded as a CSV file.
5. If no filters are selected, the system will generate a consolidated report containing data across all venues, warehouses, categories, and vendors.

Newly created items, entitlement rules, and store order activity are reflected correctly, without requiring unnecessary receiving steps. The newly created items show up right away, even if they haven’t been received yet. 

Items now appear in the report only if they are entitled to the selected location.

• Venue entitlement is mandatory for an item to appear.

• Store entitlement is enforced when a store is selected.

• Vendor and Category filters apply only after entitlement rules are satisfied.

• If an item is not entitled to a venue or store, it will never appear, even if it matches the selected vendor or category.

This ensures the report reflects only items that are actually valid for the selected location.

This feature gives you complete control over your inventory reporting, ensuring you can easily track stock levels and identify any potential shortages.

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

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