Inventory Report

Location: Reports > Products > Inventory

Simple color-coded reference report for determining retail product movements within a salon’s inventory. Clicking any row in this report will give more detailed information on its contents.

Use Cases by Role

• Salon Owner: This report can be very valuable for salon owners who want to keep tabs on inventory movements at all of their locations.
• Salon Manager: Salon managers can utilize this report to see the big picture as far as retail product movements over a given timeframe.
• Salon Employee: Stylists and other frontline salon staff can reference this report to see how back bar items are transferred between statuses.

Data Filters

• Select Store: Clicking or tapping here will open the interface that allows the user to select the store(s) that will be be used for the report.
• Select Date: Clicking or tapping into this field will generate a calendar interface for the user to select a single date, or a date range.
• Only show active products?: This yes or no drop down menu will filter the report to show either only active products, or all retail products on record.
• Group By: This drop down menu gives users the option to group the report results by either “Total” or “Brand”.
• Section: Which section of inventory management is displayed for the report is determined with this drop down menu. Users have the option of viewing the following:
  • Inventory (Default View)
  • Starting Inventory
  • Ending Inventory
  • Received
  • Adjusted In
  • Transferred In
  • Adjusted Out
  • Transferred Out
  • Products Sold
• Generate Report: Clicking or tapping on this button will generate the report based on the other filter criteria.

Metrics Tracked

• Starting: The total number of retail products on the shelves at the beginning of the report’s date range.
• Received: The amount of retail products received into inventory during the date range.
• Adjusted In: The number of retail products that were adjusted into the inventory.
• Transferred In: This row displays the total number of retail products that were transferred into the inventory during the date range.
• Adjusted Out: Any retail products that were adjusted out of the inventory will be represented in this row.
• Transferred Out: This row displays the number of retail items that were transferred out of the salons inventory during the date range.
• Sold: The number and this row represents the number of products sold from the inventory, and will always show a negative value.
• Ending: The total number of retail products on the shelves at the end of the report’s date range.