Inventory Plan Summary

Track projected inventory levels across future months based on forecasts and planned purchases. Monitor starting balances, depletions, additions, and ending inventory to plan cash flow and capacity.

Access the Report

1. Click Reports from the menu

2. Select Inventory Plan Summary

Set Report Parameters

Configure your view using the filters at the top:

Forecast Plan Select the forecast plan to view inventory projections. Different forecast plans will show different inventory calculations based on their unique demand assumptions and projections.

Warehouse Choose to view:

• All locations combined

• Specific warehouses

Switching warehouses updates the table to show inventory specific to that location. Compare how different forecast plans influence inventory levels across warehouse locations.

Each time you create a new view or change parameters, please wait a few minutes for the page to build and load the updated data.

Search Use the search bar on the right to find items by SKU or product name.

Customize Data View

On the left side of the table, customize how data is displayed:

View Dropdown Choose grouping level:

• Sub-line

• Product-line

• SKUs

SKUs Type Select which products to include:

• SKUs (Include Bundles)

• Core SKUs

Inventory Type Choose value metric:

• Ending Inventory

• TIV (Total Inventory Value)

• TRV (Total Retail Value)

Filter by Stock Status

Below the data view options, filter items by stock level:

• Low-on-stock

• Overstocked

Suppliers Filter Filter by specific suppliers to view inventory from select vendors.

Report Table

The table displays each item with monthly inventory calculations:

Column	Description
Starting Balance	Inventory at the beginning of each month
Depletions	Forecasted sales reducing inventory
Additions	Incoming inventory from purchase orders
Ending Balance	Projected inventory after depletions and additions
Months on Hand	How long inventory will last at projected sales rates

Refresh Data: Click the circular refresh button in the top right corner of the table (next to "Last updated: X days/months ago") to update the report with current data.

View Forecast Details: Click the "i" icon beside "Depletions" to open a popup showing detailed forecast projections for that item.

Scroll horizontally to view all months in your selected period.

Customize Table View

Columns

Click Columns on the far right of the table to customize your view.

Toggle columns on or off:

Column	Description
Archived	Show archived products
Category	Product category
Channel	Sales channel
Gross Sales	Total revenue
Month	Time period
Name	Product name
% of Total	Percentage of total sales
Product Line	Product line grouping
Product Type	Type of product
SKU	Product SKU
Units Sold	Number of units sold

Row Groups: Drag and drop columns to reorder table grouping. Click the X button to remove a column from grouping.

Filters

Click Filters on the far right to refine table data.

Filter by:

• Archived

• Category

• Channel

• Month

• Name

• Product Line

• Product Type

• SKU

Click the chevron arrow beside any filter option to expand and select specific values. Use the search bar above each list to quickly find items.

Column Options Menu

Each column header has a three-dot menu with additional options:

Option	Description
Sort by Ascending	Sort column values from lowest to highest
Sort by Descending	Sort column values from highest to lowest
Pin Column	Pin column to left or right side of table
Autosize This Column	Automatically adjust column width to fit content
Autosize All Columns	Adjust all column widths to fit their content
Un-group by [Column Name]	Remove grouping by this column (e.g., "Un-group by Product Line")
Choose Columns	Open popup to add or remove columns from the table
Reset Columns	Restore default column configuration
Expand All Row Groups	Show all grouped rows expanded
Collapse All Row Groups	Collapse all grouped rows to summary level

Tip: Pin key columns (like SKU or Product Name) to the left as you scroll horizontally through months. This keeps important identifiers visible while viewing data across time periods.

Export Report

1. Select a cell within the report

2. Right-click on the cell

3. Select Export and choose:

   • Excel export

   • CSV export

The exported file matches the table layout, showing all months and inventory calculations.