Inventory Reports

• In the Inventory Module there are three reports: The Transaction, Summary, and Overview reports.
• There is the Company Report - Products by Channel that uses data from Inventory SKUs.
• Inventory transactions are logged in the Order Detail

Inventory Module Reports

From the Administrative Control panel (ACP) menu select Products > Inventory > Reports

Transaction History Report

Use this report to view and explore past inventory transaction. This is the way to troubleshoot a discrepancy between physical counts vs. on hand inventory, or find "missing product" from one count or the other.

You may want to review the inventory transaction codes in this Article* unless you already understand the difference between a2i and i2p.

1. Transaction History Search:
   1. Select the date frame.
   2. Optionally you can select any of the following:
      1. Specific SKU.
      2. Specific category of transaction, by code.*
      3. Transaction(s) for a specific order.
      4. Location
      5. Tax Status

2. Once the criteria is enter click Search for results.

   Note: Hover over blue linked transactions to view notes.

   

Order Summary Report

Use this report to get a list of inventory On hand, Invoiced, and Available currently or historically.

Using the historical look back you can run a report for the first of the month if was on a day your tasting room was closed, as an example. This will allow you to account for what was present on that day.

Using the immediate count is helpful for 'cycle counts', counting a portion of inventory on a regular schedule, rather than counting the entire inventory at once. Or when you need a quick view if what is present at the moment to count against what was on hand in the past and/or what was sold in the same time period.

1. Summary Report Search:
   1. Select the Timeframe: Now or Historical
   2. Historical will require the following:
      1. Timezone
      2. Date
      3. Time (optional)

2. Once the criteria is enter click Submit for results.

   

Overview Report

The Inventory Overview Report provides a detailed breakdown of inventory at each individual location, along with an aggregate total across all locations.

This expanded version of the Summary Report allows for greater flexibility and insight into your inventory with advanced filtering options.

It can also be used as a tool to review some Product Detail and Inventory settings from a global view.

1. Location has Inventory: Displays only locations that currently have the inventory box checked in the ACP Location settings.
2. SKU Status: Filters to view active or inactive SKUs.
3. SKU: Allows for results to a specific SKU.
4. Used for Product Type: Filters inventory by Product Type.
   1. Product Type is categorized within the Product Detail not the Inventory SKU Inventory.
   2. Inventory SKUs associated with multiple Product Types (e.g., kits or sets) will display as <multiple> and appear under each relevant Product search Type.
   3. SKUs without an assigned Product Type will display as <none>.
5. Bottle Volume: Filter inventory by bottle size as assigned in the Inventory SKU.
6. Timeframe: Now or Historical. View inventory data from a historical perspective, including optional timezone.

Pro Tips:

• Hover over a cell to view SKU labels for clarity.
• Click on a row to highlight and identify a specific SKU quickly.

Company Report

Products by Channel Report

Most reports available in eCellar are driven by the products sold per order which generate revenue for items sold, tax and shipping. 

With the Inventory Module in use, and the fields are populated in Inventory SKUs, an additional report is available for cost of goods analysis, as well as pre-release revenue and post-release revenue.

This report is also a useful data spreadsheet to download into excel, and pivot data by sales channel.

There are two ways to view reports:

1. From the ACP menu select Reports > Company > Product by Channel.
   1. Use the Date Pickers to select the date frame.

2. From the ACP menu search Orders and enter a criteria.

   Note: While both work equally well in delivering data, we find using a search criteria is the best option to define exactly what data is desired in terms of segmentation

   
   

   Scrolling to the left will expose the additional data, or export to Excel.

   

   

The data for this reports is generated from (optional) fields in the Inventory SKU setup. 

Products must be mapped to inventory SKUs to be fully populated with data. Pre/Post Release Revenue is determined by sales before or after the (minimum) release date specified in inventory SKU setup. Most calculations are based on values specified in inventory SKU setup.

For additional information on creating Inventory SKUs see this Article. 

Order Detail

In the Order Detail scroll down to the bottom to view the Inventory Transaction History, and review the detail of each SKU, the location, and the date/time of each SKU movement.  

This is especially helpful to review when discrepancies in inventory transaction arise.