Inventory
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      3. Inventory

      Inventory Power Tools

      Advanced reports that are available to help narrow in on specific aspects of inventory.

      Quantity on Hand

      • See inventory breakdowns by day.
      • In Retail Toolkit, go to:  Inventory > Power Tools > Quantity on Hand.
      • Select / Deselect the appropriate locations at the top of the page.
      • The numbers displayed are clickable to view the details of what makes up the number displayed.

      Negative Quantities

      Inventory Balancing

      • Shows where inventory is across all locations to easily spot opportunities to move inventory from one location to another instead of buying new inventory.
      • In Retail Toolkit, go to: Inventory > Power Tools > Inventory Balancing.
      • If the category says "OK" that means the current inventory level for that category is within the suggested minimum and maximum.
      • If the category is red then the current inventory level for that category is over the suggested maximum by the amount shown.
      • If the category is blue then the current inventory level for that category is under the suggested minimum by the amount shown.

      PO Analysis

      • View the status of Purchase Orders that are entered in the Point of Sale.
      • In Retail Toolkit, go to: Inventory > Power Tools > PO Analysis.
      • Purchase Orders can be sorted by location, vendor or status by filling out the respective information then pressing the "Submit" button at the top of the page.

      Import OTB Report

      • Generates a brand new Open to Buy report.  This process runs automatically each night but if a new report needs to be ran manually this can be accomplished in this section.
      • In Retail Toolkit, go to: Inventory > Power Tools > Import OTB Report.
      • Select the location, adjust the description (if needed) followed by pressing the "Import" button.

      Historical OTB

      • Previous Open to Buy reports are stored for the length of time specified in the Inventory Settings and can be revisited at anytime.
      • In Retail Toolkit, go to: Inventory > Power Tools > Historical OTB.
      • To view a report press either the "OTB Report" button or the "OTB Dashboard" button under the Actions column.