Inventory Management Overview

The "Inventory" tab provides a comprehensive view of your Brands organized by Collection or specific Style numbers. This tool offers flexibility by allowing you to tailor your inventory report based on your preferences.


Key Features:

  1. Sorting Options:
  • Choose to view the inventory report either as a sub-total of each Style number or in a detailed list format.
  • Utilize the sorting functionality to organize data based on Sold Quantity totals or On Hand Inventory totals for each Style number.
  1. Export Capabilities:

  • Seamlessly export all views into both Excel and PDF formats, facilitating efficient data analysis and reporting.

  1. Detailed Style Number Insights:
  • Gain in-depth insights into each Style number, enabling a granular understanding of your inventory.
  1. Actionable Icons:
    • The "Actions" column presents three intuitive icons, allowing you to:
      • View detailed information about a specific Style number.
      • Make edits across all categories associated with a Style number.
      • Cancel a Style, streamlining your management processes.

1.   Go to the “Inventory” tab

2.   You will be presented the Inventory page where you can make your selection for your preferred inventory view

  1. Style Number Search:
    • To view the inventory status for a specific item, enter the Style Number and Brand name, then click on "Search." This action will generate an inventory report highlighting the current status of the specified style number.
  2. Brand Selection:
    • Choose the Brand name for which you wish to run an inventory report. This allows you to focus on a specific brand and streamline your inventory management process.
  3. Collection Filter:
    • Select the Collection name under the chosen Brand to run an inventory report for a specific collection. This feature enables a more granular analysis, ensuring precise insights into each collection's inventory.
  4. Date Range Customization:
    • Define a date range using the Start Date and End Date options to review items sold during a specific period. Please note that the On Hand inventory will always reflect the most recent count for the reported style number.
  5. Report Type Options:
    • Choose between two distinct views for your inventory report:
      • Sub Total View: Offers a summarized perspective, displaying subtotals for each style number.
      • List View: Presents a detailed list format for a comprehensive overview.
  6. Generate Report:
    • After making the necessary selections, click on "Search" to generate your customized inventory report view. This report will provide you with a detailed breakdown based on your specified criteria.
  7. Sorting Options:
    • Once the report is generated, further refine your view by sorting based on "Sold Quantity Total" or "On Hand Total Quantity." This allows you to prioritize and analyze inventory data according to your specific requirements.

Note:

  • You have the flexibility to tailor your view by applying additional filters after generating the initial report.
  • The system ensures that the On Hand inventory reflects the most recent count, providing real-time insights.

By following these simple steps, you can efficiently navigate through your inventory data, gaining valuable insights and optimizing your inventory management processes.


Once you complete your inventory report view selection, you can select to export the information in an Excel or PDF format:

Here is a sample view of the information that will be presented in an inventory report (i.e. Sub Total view):

Note: Modify the availability of inventory for specific styles and sizes effortlessly through the "Adjust" function. Simply input the desired value, triggering a pop-up box labeled "Update Qty." Click on it, and witness the seamless update of the On Hand inventory count.

Upon entering the revised inventory count in the "Adjust" box and selecting "Update Qty," the quantity displayed in the On Hand view will be promptly updated.