Product Order Report

Location: Reports > Products > Product Order

One of the few reports that is able to be edited, this provides a list of all products available in the salon, and gives users the opportunity to place orders for more.

Use Cases by Role

• Salon Owner: This report can assist salon owners in knowing what products need to be ordered, based on their par levels.
• Salon Manager: Salon managers can find value in this report by quickly seeing what items need to be ordered, and when.
• Salon Employee: Salon staff such as receptionists and stylist can reference this report when asked about any upcoming product orders.

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 Brand: This drop down menu contains all of the product brands currently listed for the salon. Selecting one will show results for only that brand.
• Selected Vendor: This drop down menu allows users to only show products available from specific vendors by selecting them.
• Sort by: The two drop-down menus shown here allow users to sort the results in ascending or descending order by the following metrics:
  • Code
  • Name
  • Vendor
  • Category
  • Par Level
  • In Stock
  • Order
  • Total Cost
• Filter: This drop down menu gives users the option of showing all products, or just the ones that have numbers entered into the "Order" column.
• Generate Report: Clicking or tapping on this button will generate the report based on the other filter criteria.

Metrics Tracked

• Code: The numeric code associated with the specific product on the row.
• Name: The name of the item, as it appears in its Product Profile.
• Vendor: The name of the vendor for the specific product will be listed in this column.
• Category: This column displays what category the individual item belongs to.
• Par Level: The total number of products that are desired to be on the shelves at all times.
• In Stock: The current number of items available-for-sale.
• Order: Entering a numeric value in this column indicates the number of items that need to be ordered.
• Total Cost: The total cost to the salon of the items being ordered.
• Totals: All applicable totals will be shown at the bottom of the report.