How to Create an Inventory Report

Modified on Thu, 22 Aug at 10:26 PM

Generating an inventory report in your byrd dashboard is a simple process that provides a detailed overview of your current stock, organized by lot number or warehouse location. Here’s how you can create it:


1. Accessing the Inventory Report

Firstly, download a report on the current inventory in the warehouse from your customer dashboard.

  • Navigate in your dashboard to the "Inventory" section.
  • Click on the "Inventory Report" button at the top right.


2. Exporting the Inventory Report

You can export the report in two ways:

  • Itemized by Lot Number: Includes one row per SKU and each LOT number for SKUs with batch tracking.
  • Itemized by Warehouse: Organized by warehouse location.

Note: If the "itemize by lot" option is selected, one row per SKU and one for each individual LOT number is included for each SKU that has batch tracking activated.


For more details on understanding inventory calculations and available stock, refer to the article on [ Link to the article: How is the Inventory/Stock Calculated ]


3. Understanding the Inventory Report

The report includes:


ColumnDescription
SKUStock Keeping Unit of the product
Lot NumberIdentifies the batch number of the product
Expiry DateThe best-before date for the batch
Not BeforeThe earliest shipment date for items in the batch
Not AfterThe latest shipment date for items in the batch
Lot ActivatedIndicates if the batch is activated or deactivated for picking
Physical StockThe total physical stock in the warehouse
Reserved StockStock reserved for orders but not yet picked

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