How to generate and review inventory reports in Back Office

Introduction

Vori’s back office includes inventory reporting tools that provide insight into current stock levels and historical inventory changes. While these features are still evolving, the Inventory Levels and Inventory History reports offer useful snapshots of inventory performance across departments.

This article explains how to access and use these reports to track stock levels and inventory adjustments.

Accessing inventory reports

1. From Back Office, select Reports then Sales Overview on the lefthand menu.

2. Within the Sales Overview report, scroll to the bottom of the page and select the Inventory tab.

3. Within the Inventory tab select one of the two reports to view inventory reporting data:

   1. Inventory Levels

   2. Inventory History

Inventory Levels Report

The Inventory Levels report provides an overview of total inventory by department, with comparisons between unit cost and retail value. This report is helpful for understanding how inventory is distributed across the store.

Key Features

Department & Status Filters

Filter inventory by department & sub-departments, as well as product status.

Stock Coverage Overview

View the percentage of products that currently have an inventory count vs. those that don’t. Also, view in-stock conditions of inventoried products.

Data Table with Key Metrics

Includes the following metrics for each department or product:

• Average retail price

• Average unit cost

• Inventory count or weight

• Total inventory cost

Expanded Data View

For a detailed breakdown of inventory data table:

1. Click Maximize Element on the upper-right of the report module.

2. This opens the full data table with all contributing figures and product-level details.

3. Scroll to view individual inventory counts and metrics.

Export Options

1. Use the three-dot icon to export:

   1. Summary data (top table only)

   2. Underlying data (detailed product-level information)

Inventory History Report

The Inventory History report provides visibility into inventory changes over time, including manual adjustments, shrink, restocks, and POS-related movements.

Filters and Adjustment Types

Reporting can be filtered by department or specific products. Adjustment types include:

• Department & Sub-Department

• Product

• Status

Data Tables

The report displays high-level information across several sections:

• Manual Inventory Adjustments - High-level shrink and re-stock (returning inventory items to as in-stock) reporting as well as manual inventory adjustment totals.

• Manual Inventory Counts – Recent manual or automated inventory records.

• Shrink Details – Inventory adjustments made due to product spoilage, conversion, sampling, and more.

• Inventory Movement – Auto-adjustments to inventoried items levels generated through POS transactions.