• The Stock History report will show stock levels and value for the beginning and end of each month.

  • Add columns to see starting and ending stock information for particular dates

  • Click "i" details to show stock levels and value for any date since starting your Inventory Planner account.

Note that historical stock information is available starting when your Inventory Planner account was made. You can import stock history to populate metrics prior to the initial connection date.


Stock History Report

The Stock History Report shows historical inventory levels. Inventory information including units, cost value, and retail value are shown on a monthly or weekly basis.

To view this report, go to Reports > Stock History from the left menu. Learn more about the stock history report here.

Starting and Ending Stock Metrics

Understanding Key Metrics

The "stock" column in your reports will always show the inventory level as of the prior sync, regardless of the dates of your report.

To show historical stock information you will need to add "opening stock" or "closing stock" columns to your report. Opening stock will reflect inventory levels as of the beginning date of your report, and closing stock will show inventory as of the ending report date (shown in the upper right corner of the page).

Related metrics will use the same logic to correspond to the start and end dates of your report. These include:

  • Opening and closing stock cost - Cost value, or price paid to suppliers, for all stock available as of that date. Note: This is always based on the historical cost prices. Contact support to update metrics based on the current cost price.

  • Opening and closing stock retail - Retail value of stock, calculated as price * stock on that date. Note: This is always based on the historical retail prices.

  • Opening and closing stock gross - Gross value of stock for a particular date, calculated as regular price * units on hand. Regular price is the retail price before any discounts are applied. Note: This is always based on the historical regular retail prices.

Create a report

Go to Inventory KPI reports from the left side menu.

At the top of the page, select the warehouse (location) corresponding to the information you need to see.

Tip: If you need to generate a company-wide report that would aggregate information from multiple warehouses, create a combined warehouse. Learn how to create a combined warehouse.

Select the view at the top of the page indicating the level of detail for your report. To see a warehouse-wide report, select 'Total'.

Check out our Inventory Planner 101 article to find out more about each of these options.

In the upper right corner, select the date range for when you would like to see beginning and ending stock. For example if you are generating a year-end stock valuation report, you will select an ending date of December 31 for the prior year.

Next, click on the gear icon to show column options.

Select Opening Stock and Closing Stock to add them to your report. Opening and Closing Stock will show inventory levels. Opening and Closing Stock Cost, Retail and Gross can be added to show financial information. (See detail above or the Glossary of Terms to learn more about these metrics.)

Note that the Stock column will always show your inventory level as of the most recent sync, regardless of the dates of your report.

Click the gear icon to collapse column options and you will see these values in your report.

Historic stock levels and cost value

To see historic stock levels and stock cost value over a date range, go to Reports > Inventory KPIs

To view stock levels and cost value for your entire store, click on Total.

Change the date range for the report to include dates where you would like to see the stock levels and cost value.

Then click on the Details icon.

View the Stock & Sales tab to see Stock and Stock Cost over the date range of your report.

Hover over the chart to see the value on a particular date.

If you'd like to see the historic cost price per unit, use the Variant view of this report instead of the Total view. When hovering on this chart, you'll also see the cost price on that date.

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