Inventory Report

Updated 5 months ago by Kory Lamme

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.


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