Inventory Report

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Overview

You can view info on all products and ingredients in the Inventory Report. 

 

Instructions

  • To access, go to Inventory--->Products in the left navigation menu. 
  • You can filter by the item's Department, Category, and Inventory Type in the corresponding drop-down menus. 

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  • Search for info on a particular product by entering its name or UPC code in the search box.
  • View information in the Inventory Report, including:
    • the item's ID number
    • the name of the Item
    • the item's Category 
    • the item's Department
    • the Cost of the item from the vendor
    • the sales Price of the item
    • the Margin of profit for the item as a percentage (Cost vs. Price)
    • the current Quantity of the item in stock (quantity of products with ingredients is determined by calculating the current quantity of ingredients that make up that item)
    • the potential Value of the item at the current time (Quantity of item currently in stock * Price)
  • Sort by individual columns by clicking on the triangle to the right of the column you want to sort.
  • Export the Inventory Report by clicking the Export button and then click on the download to open the report. 
    • The exported report will display info on all products and ingredients. Products with ingredients will only have info on their ingredients appear. 
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