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Inventory by Status Report

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Jamie Bennett
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The Inventory by Status report allows you to track all your products by status, including purchased, lost items, damaged, expired, products set for business use only, and products that are unsold.

You can also use a variety of filters to narrow the report to your liking, export the inventory list to Excel or PDF, and print a copy for your records.

  1. Navigate to Reports → Inventory → Inventory By Status.

    stock_web_rpt_inv_by_status_2x.png

  2. Select a date range to see inventory status within selected dates.

    step_2_web_2x.png

  3. Select a status from the drop-down menu. You can specifically filter products that were:

    step_3_web_2x.png

    • Purchased

    • Lost

    • Damaged

    • Expired

    • For Business Use

    • Unsold during the selected date range

  4. Click the Brand drop-down list to filter the report by a specific brand.

    step_4_web_2x.png

  5. Click Advanced Filters, then click one of the three drop-down menus to filter the report by Product Type, Product, and Vendor.

    step_5_web_2x.png

  6. Click Run Report.

    step_6_web_2x.png

  7. The report shows the following:

    step_7_web_2x.png

    • Brand

    • Vendor

    • Product Type

    • Product

    • Quantity that's available

    • Low Quantity warning

    • Business Cost

    • Profit Margins (%)

  8. Click Export to export to Excel or PDF. Click Print to get a paper copy.

    step_8_web_2x.png

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