This guide provides an overview of inventory reports in Genie and how to configure them. These reports provide valuable insights into stock levels, sales velocity, and more.
You can start by navigating to the Reports tab. Here, you will find four preconfigured reports: Out of Stock Alerts, Stockout Risks, Dead Stock Alerts, and Sales Velocity. Each report provides different insights into your inventory status.
Stockout Risk Report: These reports scan your whole inventory and show products at risk of stocking out. This can be over specific periods but by default, it will be within the next 30 days.
Out-of-stock Report: These reports will show all products currently out of stock. This will be a revolving report that shows you stockouts that have happened since the last time period.
Dead Stock Report: These reports show products that qualify as dead stock. Deadstock means that there have not been any sales over a specific time period. Like the others, dead stock reports are a revolving one that shows products that have become dead stock in the last time period.
Sales Velocity Report: These reports show all products that have had an unusual change in sales in the last time period, good or bad.
Now, configuring these reports is straightforward. For now, the configurations you can make on each report are changing its Status (active or inactive), frequency, schedule, and notification, and for stockout reports specifically—the period.
Step 1: Select the report you would like to configure.
Step 2: Click the pencil icon to edit the report.
Step 3: Now, you can make your changes. You can change the frequency of when each report is generated, the time of day you can view it, and whether or not you want an email sent letting you know the report is ready.
Step 4: Save these changes. The updates will be reflected in the report tab next to each report.
And that's how you configure your Genie reports—simple enough right?
But what if none of the preconfigured reports meet your needs? Well, you can request a custom report.
Step 1: Click on the Request a Report option.
Step 2: Type in a brief description of the desired report. For example, you can request a report on out-of-stock items of certain sizes that haven't had sales for a specific period.
Once the Genie team receives the request they will start working on the custom report and get back to you if there are any questions before sending you the report.
You should not be able to start reporting on your inventory. Reports offer a deeper look into your inventory and can help you keep tabs on how your inventory performs over time.