Saved views are a powerful feature of the inventory table in Genie that allows you to transform your most important inventory analyses into reusable views. With saved views, you can quickly return to specific insights about your business whenever you need them. To make it even easier to get started, Genie provides a variety of saved view templates tailored to common inventory management needs.
What Are Saved Views?
Saved views are customizable reports that you can save and revisit. They help you monitor key aspects of your inventory, enabling you to make data-driven decisions. These views can be tailored to suit your business needs or selected from a range of pre-designed templates.
Saved View Templates Available in Genie
Below is a list of the saved view templates currently available in Genie, along with how they can help you:
Overstocked
Identify product variants that are currently overstocked, so you can strategize promotions or sales to reduce excess inventory.
Out of Stock
Quickly find product variants that are out of stock, helping you prioritize restocking to meet customer demand.
Running Low
Pinpoint product variants with low inventory levels, allowing you to plan reorders before stockouts occur.
Dead Stock
Discover product variants with no sales over the past 30 days, giving you insights into potential slow-moving or obsolete inventory.
New Products
View product variants added through Genie or Shopify in the last 30 days to track the performance of your latest offerings.
Products Without Suppliers
Find product variants that lack supplier information in Genie, helping you ensure all inventory items are properly linked to their sources.
Archived, but with Stock
Identify product variants that are marked as archived or no longer sold but still have stock, so you can take corrective action.
Stock on Hand by Product (Variant)
Get a comprehensive overview of your current stock levels, organized by product variant.
Re-order Date in the Next Week
See which product variants are expected to run out within the next 7 days, helping you prioritize urgent reorders.
Re-order Date in the Next Month
View product variants expected to run out within the next 30 days, allowing you to plan medium-term inventory needs.
Re-order Date in the Next 60 Days
Monitor product variants projected to run out within the next 60 days, helping you prepare for long-term stock requirements.
Products Without Shopify Unit Costs
Identify product variants missing unit cost information in Shopify, ensuring your financial data remains accurate.
Deleted Products with Incoming Inventory
Locate deleted product variants that still have incoming inventory, enabling you to resolve discrepancies.
How to Access Saved Views
Navigate to the Inventory Table in Genie.
Select the saved view template that matches your analysis needs.
Customize the view as needed to reflect your specific business requirements.
Save the view for future use.
By using saved views, you can streamline your inventory management processes and stay on top of your business operations effortlessly. Explore these templates today and get the insights you need to grow your business!