This article walks you through the Inventory Reports page. You’ll learn how to open it, use the top bar (search, columns, print/export), read the three dashlets, switch between List and Bundles tabs, edit items/bundles, and create a new bundle. By the end, you’ll know exactly how to monitor stock levels, costs, and at-risk items.
Navigation
How to Access: From the dashboard, open the three-line menu, expand Inventory, then click Report.
Top Bar (Search, Column Settings, Print, Export)
How to Access: From Inventory > Report, use the controls at the top.
Search — Quickly find inventory items.
Settings (gear) — Choose which columns appear on the table.
Default columns: Item, SKU, Category, Quantity on Hand, Active, Status, Reorder Point
Optional columns: Sales Price, Cost, Unit, Taxable, As of Date, Description
Select All is available.
Print — Opens print preview of the current (filtered) table.
Export — Export to PDF or Export to Excel.
Dashlets (Top Summary)
How to Access: From Inventory > Report, see the three dashlets below the top bar.
Total Inventory — Count of all inventory items.
Total Cost — Aggregate cost of your inventory.
Total At Risk — Items at or below their Reorder Point (anything above the reorder point is not counted as at risk).
List Tab (Inventory Items)
From Inventory > Report, click the List tab (default).
This table lists your catalog items with stock and status details.
Columns (typical): Item (clickable), SKU, Category, Quantity on Hand, Active, Status (with filter options), Reorder Point, Actions (Delete).
Open/Edit an Item: Click the Item name to open the Edit Inventory Item form (same form used in the Inventory Catalog).
Update Vendor, Category, SKU, Price/Cost, Quantity on Hand, and more.
Sort/Filter: Use column headers and funnel icons where available.
Bundles Tab
How to Access: From Inventory > Report, click the Bundles tab.
Manage item bundles used for grouped pricing or discounts.
Columns:
Name (clickable)
Discount
Price
Status (funnel to switch Active/Inactive)
Items (shows the number of items in the bundle)
Actions (Delete)
Open/Edit a Bundle: Click Name to open the Edit Bundle form:
Change Bundle Name
Add/remove Items
Choose Group Price or Discount %
Create a New Bundle: While on Bundles, click + at the top.
Tips
How to Access: From Inventory > Report, use tabs and filters as needed.
Use dashlets to spot rising risk quickly (reorder candidates).
Keep Reorder Point accurate so Total At Risk remains trustworthy.
Use Export to share periodic snapshots with your team.
For help, contact [email protected].