# Inventory Plan Summary

### 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.

{% hint style="warning" %}
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.
{% endhint %}

**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                        |

{% hint style="success" %}
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.
{% endhint %}

### 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.


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