Inventory Transactions Report

Updated 5 months ago by Kory Lamme

Location: Reports > Products > Inventory Transactions

Detailed report that allows you to see the movement of retail products into and out of the inventory, with a simple column and row spreadsheet format.

Use Cases by Role

  • Salon Owner: Salon owners can reference this report when they are curious about how well certain items are selling in the inventory.
  • Salon Manager: Managers can utilize this report to review any inventory movements for a given date range.
  • Salon Employee: Frontline salon staff such as stylists and receptionists can reference this report to see how well product sales are going in their salon.

Data Filters

  • Select a 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 a Date Range: Clicking or tapping into this field will generate a calendar interface for the user to select a single date, or a date range.
  • Options: The following series of checkboxes allow users to customize the output of the report in the following ways:
    • Show Totals Only
    • Group by Vendors
    • Show Only Sold Products
    • Show In Stock Only
    • Show Active Only
    • Show With Activity Only
    • Show Brand
    • Show Scanner Code
    • Only Retail
    • Truncate Descriptions
  • Generate Report: Clicking or tapping on this button will generate the report based on the other filter criteria.
  • Export CSV: Using this button will open a save dialog for the user to save the report as a spreadsheet with comma separated values. 
Microsoft Excel or another spreadsheet program will be needed in order to read this .csv file.

Metrics Tracked

  • Code: The numeric product code associated with the retail item.
  • Description: The name of the retail product, as it appears in the Product Profile.
  • Sold: The total number of the items in this row that have been sold during the date range.
  • Rec: The total number of retail items in this row that have been received by the salon.
  • Tran: This column displays the total number of retail items in this row that have been transferred into the inventory.
  • Adj: This column displays the total number of retail items in the row that have been adjusted during the given date range.
  • In Stock: This number represents the total amount of retail products in the given row that are currently in stock.
  • Unit Cost: This column represents the dollar valued cost of each item in the given row.
  • In Stock Cost: The total dollar value of the current stock of the item in the given row.
  • Unit Retail: This value represents the dollar amount charged to salon clients when purchasing the item.
  • Total Sold Net Retail $: This column shows the total revenue generated, in net, for the sales of this product.
  • Total Rec'd Retail $: The total value of received products from this row, in the given date range.
  • In Stock Retail $: This column represents the total potential revenue for all in stock items associated with this row.
  • Totals: A separate row will be at the bottom of the report that tallies all totals for each column.


How did we do?


Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)