Scheduling an inventory report with your closing figures to be sent to your mailbox is essential for maintaining an archive of your inventory. This is particularly important if you need to submit your product stock value to a financial institution at the end of the month or year. Since the inventory in Zedonk is live and can vary daily, it is best practice to have reports sent frequently to your mailbox. This enables you to track changes in your product inventory over time.
In this lesson, we will show you how to create both a basic and an advanced customised inventory report, and how to schedule it to arrive in your mailbox at the end of each month.
Create a basic inventory report
- Go to the Reports module
- Search for a Product Inventory Value report (Products > Inventory > Product Inventory Value)
- Review the columns included in the report. Closing column will show the unit count, Closing Cost column will show the value of all units. This report will only show products visible in the season you are working in (highlighted in orange, in the top-right corner). If you want to include all seasons, click the Customise button and select all seasons. Then save your customised report.
- If you customised the Product Inventory Value report, open it first, then click on the Schedule button. Enter the details of the recipient, subject, body and filename. Change the frequency to 'monthly' and choose '99' for the last day of the month.
- Your report will be automatically sent according to the details you entered when scheduling the report. You can review the 'History' tab to monitor the activity.
Create an advanced inventory report
- Go to the Reports module
- Search for a Full Product Inventory Value report (Products > Inventory > Full Product Inventory Value)
- Review the columns included in the report. Closing column will show the unit count, Closing Cost column will show the value of all units. This report will only show products visible in the season you are working in (highlighted in orange, in the top-right corner). Click the Customise button to select all seasons in your system and remove columns you do not require. Then save your customised report.
- Open your customised report, then click on the Schedule button. Enter the details of the recipient, subject, body and filename. Change the frequency to 'monthly' and choose '99' for the last day of the month.
- Your report will be automatically sent according to the details you entered when scheduling the report. You can review the 'History' tab to monitor the activity.