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Inventory Planning Report

Inventory Planning Report

Owned by Hunter Schaeffer
Last updated: Apr 08, 2025 by Chris Torigian
1 min read

Navigation

Operations → Reporting → Item → Inventory Planning

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Overview

The Inventory Planning Report provides a breakdown of the inventory settings and inventory allocation details for each item sold during the specified reporting period(s). 

The spreadsheet contains the following columns"

  • Item ID

  • Description

  • Inventory

  • Allocated to PO

  • Allocated to SC

  • Available to Allocate

  • Pre-order

  • Track Inventory Shipped (for reporting date range)

  • Sales (for reporting date range)

Running the Report

To run the report enter the begin and ending dates then click the "Generate Report" button:

***NOT Schedule-able

This report is NOT schedule-able

Report Pickup

This report should run immediately, prompting you to either open or save the file (it may download to a specified folder automatically depending on how you may have previously responded to the browser prompts in the past.)

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