[Coming Soon] Inventory Report

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SHOPLINE's new Inventory Report covers the inventory information of all products, free gifts, and add-ons. By using filter conditions, merchants can narrow down to certain products and check their inventory conditions in the online store or retail store, so as to assess purchase volume.

This article will cover the following:

 

1. Settings of export permission

Store Owners have permission to export the Inventory Report by default. To permit your staff to export the report, please go to Admin > [Settings] [Permission & Security], and click on the Edit button on the right of the staff.

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Go to [Admin Access Rights] > "Products & Categories" > "Inventory". Check the box for View and click Save. The staff will then be granted permission to export the Inventory Report.

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2. Export inventory report

Step 1. Go to the "Inventory Management" page

In the Admin, go to [Inventory Management] > [Inventory]. You can view the inventory of all items, or switch between tabs to focus on products, add-ons, or free gifts.

*Note: If you are using a trial plan or POS-only system, your Inventory page will only display the "All" tab. The "Product," "Add-on Item" and "Free Gift" tabs will not be displayed. To purchase the POS system or other systems, please contact our Online Merchant Success Team.

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Step 2. Set filter conditions

You can use the search box and drop-down menu to set the conditions for filtering products. If you want to directly export a report of all product inventory, you can skip this step and proceed to Step 3.

i. Search by keyword

Enter the product name, SKU, or barcode.

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ii. Filter warehouse

Check the boxes for the warehouse you want to view. You can select: 

  • All warehouses.
  • All online store warehouses.
  • All retail store warehouses (please note that you will not see this option if you haven't opened the retail store).
  • Individual warehouses.

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iii. Filter inventory quantity 

Set to display products with specific inventory quantities. You can select: 

  • Available Stock ≤: Only show products with quantities less than or equal to a specific number. You need to enter a number and click Apply. For example: Available Stock ≤ 200
  • Out of Stock.
  • Unlimited Quantity.

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iv. Other filter conditions

You can further set other filter conditions, including:

  • Online store category.
  • Category of POS.
  • Supplier.
  • Status: published or unpublished.

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Step 3. Export Inventory Report

Click Export Inventory Report in the upper right corner.

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After the Inventory Report is exported, you can download it from your email inbox or go to Admin > [Reports & Analytics] > [Bulk Action Process] to download the report.

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3. Columns in Inventory Report

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  • Product Type: Type of the product. For example, Product, Free Gifts, etc.
  • Product Name: Name of the product.
  • Variants: Color, size, or other variations of the product.
  • Main products: Name of the main product to which an add-on item is bound.
  • Supplier: Supplier that provides the product.
  • POS Category: POS Category of the product.
  • SKU: SKU of the product.
  • Weight (KG): Weight of the product.
  • Online store publish status: Product's publish status in the online store.

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  • Retail store publish status: Product's publish status in the retail store.
  • Barcode: Barcode of the product. 
    *Note:
    If an existing product is also set as a free gift, the free gift will have a different barcode.
  • Regular Price: Regular price of the product.
  • Sale Price: The sale price of the price.
  • Product Cost: Cost of the product.
  • Preorder limit: Preorder limit of the product.
    *Note: If a free gift or add-on item shares the inventory with a product, the preorder limit will be not displayed.
  • Pending delivery quantity: Quantity of the product with the order status of "Open" or "Confirmed" and delivery status of "Unfulfilled".
    *Note: Pending delivery quantity only covers orders from the online store. Orders from the retail store are not included.
  • Primary (warehouse): Inventory quantity of the product in the primary warehouse.
  • Other warehouses: Inventory quantity of the product in other warehouses.
  • Total Inventory: Total inventory of the primary warehouse and other warehouses. Calculation method: inventory of the primary warehouse + other warehouses.
  • Total Cost: Cost of the product. Calculation method: Product Cost x Total Inventory.

 

 

4. Notes

The "Product Inventory Report" and "Product Inventory Report (POS)" in Admin > [Reports & Analytics] > [Report Export] can still be downloaded and will be removed after 2027/01/02.12.png

 

 

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