Products: Purchase, Sales and Inventory | Shoplytics

Which products have low inventory but high sales, indicating a need for more inventory? Conversely, which products have poor sales leading to excess inventory, requiring attention? SHOPLINE introduces the "Purchase, Sales & Inventory Report" feature, allowing you to understand the status of your products' inventory, serving as a crucial basis for procurement evaluation and adjusting your supply and demand accordingly.

*Notes:

• If your products, categories, or variants have been deleted, or if tracking inventory has not been set (unlimited quantity), they will not be included in the metrics on this page. If you wish to understand a product's inventory status, please make sure that they are products with inventory tracked (non-unlimited amount).
• The metrics include general products, product sets, add-ons, and free gifts.

This article will cover the following:

• Product Purchase, Sales & Inventory Report
• Metrics overview
• FAQs

1. Purchase, Sales & Inventory Report

i. Omni-Channel

Merchants using the e-Commerce and Retail POS plan will see the purchase, sales & inventory report of each product via [Report & Analytics] > [Shoplytics] > [Products] > [Purchase, Sales & Inventory] > the Omni-Channel tab.

*Notes:

• The report will only show general products, child products of product sets, add-ons, and free gifts with the tracked inventories. 
• The inventory shown in the report is the quantity available for order. 
• Changes to the inventory of each product can be found in [ONE Omni-Channel] > [Product] > [Manage] > [Inventory Logs]. The Purchase, Sales & Inventory report is based on the data of the inventory log.

You may observe each product variant's purchase, sales & inventory by checking the "Show Variant" checkbox. The variant will not be shown in the list without relevant data.

*Remark: If "Show Variant" is checked, you might see deleted variants in the list since the variant had a sales and inventory record within the selected time interval, but it was deleted later.

You can also filter and view the purchase, sale and inventory statuses of products from a specific supplier using the drop-down menu at the top right. 

ii. Online Store

Under the "Online Store" tab, apart from the purchase, sales & inventory of products and variants, you may turn to the "Category" mode to see how the category performs.

*Notes:

• If a product has changed its categorization, the system will only count the category sales based on the current product categorization despite the analysis period selected (In the "Online Store" channel, only the parent category will be counted). Products not belonging to any of the categories will be categorized as "Uncategorized Products(s)."
• Currently, the "Online Store" tab [from stores only using New Advanced Return Management] does not support "Purchase Return" related figures in the Order Return field
   
• If you only have the online store feature without SHOPLINE POS-related features, you will NOT see "Supplier" and the fields "Transfer In," and "Transfer Out."
  
   

You can also filter and view the purchase, sale and inventory status of products from a specific supplier or category using the drop-down menus at the top right.

iii. Retail Store

You can also select different branches in the "Retail Store" tab to view the campaign performance. Apart from the purchase, sales & inventory of products and variants, you may turn to the "Category" mode to see how the category performs.

*Note:

• If the category of a product has been changed, the system will only include the category sales based on the current product category despite the analysis period selected (In the "Online Store" channel, only the parent category will be counted). Products that do not belong to any of the categories will be categorized as "Uncategorized Products(s)."

2. Metrics overview

*Notes:

• When you cancel a purchase order, the amount in the "Purchased" field will be deducted due to inventory return. The inventory return will be recorded on the same day you cancel the said purchase order. If you select a time interval excluding the cancellation day, however, the original purchase amount will still show on the "Purchased" field.
  
  🔔 Example: on December 1, a merchant created a purchase order of 100 items. On December 9, the merchant canceled the order and the inventory was returned. In the selected time interval of December 1 to 8, the amount in the "Purchased" field will still be 100. In the selected time interval of December 1 to 9, the amount in the "Purchased" field will be 0 due to the deduction of the purchase amount.

• If the inventory amount is insufficient for return, the amount in the "Purchased" field will remain the same as on the purchase order.

3. FAQs

i. Why are some of my products not on the list?

Please make sure that the products are not an unlimited amount product, and that it is not deleted. Also, it may take a few minutes for new products to process.

ii. Why couldn't I find certain products/categories when I performed a "search"?

Please enter the product name, SKU, or barcode to search for products. To search for categories, please only enter the parent category name. If you cannot find the product/category, it is possible that the product/category has been deleted or the keyword is not found. Please try with other keywords.

iii. Why couldn't I find all the categories in the list?

If you are running an online store and have created a category structure with multiple layers, you will only find the "parent categories" shown in the list to be more concise.