Introduction: 

This feature allows you to gain insights into your inventory categorized by selected channels & its connected locations, enhancing your reporting capabilities. Follow the steps below to create your report seamlessly.

Step 1: Accessing the Feature

  • Start by navigating to the Reports section within your account.

Step 2: Creating a Channel-wise Inventory Report

  • Click on "Create" to initiate the report creation process.
  • You will be directed to a new page where you'll need to provide the following details:
    • Channel: Choose the desired channel from the dropdown menu. [Mandatory]
    • Warehouses: Select one or multiple warehouses linked to the selected channel. If no warehouses are selected, the report will consider all active locations connected to the channel. [Optional]
    • In Stock Greater Than: Specify a value if you want to filter skus with stock greater than a certain stock value. [Optional] 
    • In Stock Less Than: Specify a value if you want to filter skus with stock less than a certain stock value. [Optional] 
    • Email Addresses: Enter at least one email address where you'd like the report to be sent. [Mandatory]
      • You can also set default email addresses that this report should be emailed to under Notifications
        • You can add multiple email addresses separated by a comma
  • Once all the necessary information is provided, click on the "Generate & Email Report" button.

Step 3: Validations and Report Generation

  • Our system will run validations to ensure the accuracy of the provided information. Please note the following:
    • The channel selection is mandatory.
    • At least one valid email address is required.
    • If multiple emails are provided, ensure they are comma-separated.
    • The "In Stock Greater Than" value cannot exceed the "In Stock Less Than" value.

After successful validation, the report generation process will be triggered.

Step 4: Confirmation and Notification

  • You will receive a confirmation message on the UI indicating that the report generation has been initiated. The report will be emailed to you shortly. 

  • Please wait for some time for the report to be generated and sent to the mentioned email addresses, if the volume is comparatively high (Skus & locations count) it will take some time to get generated. 

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We hope this feature enhances your reports & analytical experience. Should you have any questions or encounter issues, please reach out to our customer support for prompt assistance.