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Inventory Summary Report

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Vagaro Support
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The Inventory Summary report is used to show the quantity and value of the products in your inventory for a select brand and/or product category during a specified date range.

Prerequisites: This feature is available for all Vagaro businesses.

On a Phone

To run the Inventory Summary report:

  1. Go to More → Reports → Inventory → Inventory Summary.

  2. At the top of the screen, select the Date Range to report on. The data is automatically updated each time you select a different date range.

  3. Optionally, select the Filter settings.png button to set your report's filters, then select Run Report.

    • Brand: Filter the report for one brand.

    • Product Category: Filter the report for one product category. The options available depend on the brand selected.

    • Business Location (multi-location only): Run the report for another location.

    • Product: Filter the report for one product. The options available depend on the brand or product selected.

    • Sort By: Select the criteria to sort the report by.

  4. Optionally, at any time after running the report, select the Action kebab menu to perform the following additional tasks:

    • Print: Print your report if your device is connected to a printer.

    • Export PDF or Export Excel: Save the report to a PDF or Excel file.

On the Web, Tablet, or Pay Desk

To run the Inventory Summary report:

  1. Go to Reports → Inventory → Inventory Summary.

  2. Optionally, at the top of the screen, set the filters for your report, then select Run Report.

    • Brand: Filter the report for one brand.

    • Product Category: Filter the report for one product category. The options available depend on the brand selected.

    • Advanced Filters: Optionally, select any additional filters to further refine the report.

      • Business Location (multi-location only): Run the report for another location.

      • Product: Filter the report for one product. The options available depend on the brand or product selected.

  3. Optionally, sort the appointments by selecting the column headers at the top of the report.

  4. At the bottom of the screen, you can select:

    • Print printer_icon.png: Get a hard copy of the report.

    • Export download_icon.png: Save the report to an Excel or PDF file (web version only).

What's in This Report?

This report shows the following information about the sales, condition, status of the selected product for a selected brand:

inventory_summary.png

  • Quantity: How many items were counted.

  • Business Cost: How much your business pays to purchase that item from a vendor to sell to or use.

  • Sales Price: How much you sell that item to customers for.

  • Profit: The difference between the sales price and business cost that your business keeps.

  • Profit Margins (%): The profit percentage that your business made based on how many items you sold to customers and how much that quantity cost your business to purchase.

  • Points Redeemed: The total number of points that all customers redeemed to purchase that item.

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