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Export Inventory Reports

Export your inventory totals or detailed breakdowns by location for accurate tracking and analysis.

Updated over 2 weeks ago

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Export Inventory from Products Tab

You can export inventory data from two places:

  1. Products > Inventory

    • Includes export buttons for Inventory and Inventory by Location Summary.

  2. Reports > Inventory

    • Same export options available.

Export Inventory from Reports Tab

  • Navigate to Reports > Inventory:

    • Use the same two options:

      • Inventory Master Report

      • Inventory by Location Report

  • These exports match the functionality in Products > Inventory.


Export Options

Export Inventory (General):

  • Provides a summed total of inventory across all locations.

  • Example: If you have 156 bottles total across multiple locations, the export will show the combined count.

Export Inventory by Location Summary:

  • Provides a detailed breakdown by location.

  • Each SKU will display separate columns for each location's inventory.

  • Before exporting, you can select one or multiple locations:

    • Example:

      • All locations selected → Total = 156 bottles.

      • Only “Wedding Event” selected → Total = 120 bottles.

  • This allows for focused reports when reviewing specific events or tasting rooms.


Important Notes About Inventory Exports

  • Exports provide current inventory snapshots only.

  • Changing the date range in reports does not affect the export data:

    • Example: Setting the date filter to “Year to Date” will not show historical inventory levels.

  • Inventory exports reflect the real-time quantities as of the moment you click export.


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