Table of Contents
StockSmart has basic reporting to provide stock overviews.
InsightsAI includes more in depth reports.
All StockSmart reports are listed under the Reporting tab on the sidebar.
Inventory Valuation
Quickly see product quantities, storage locations, and the dollar value in stock.
Export Current Stock Levels
Download an Excel spreadsheet with current stock levels.
Quantity Alerts
View all stock alerts and the current quantities of products.
Stock alerts are set up in the products tab, see Manage Products in StockSmart.
Build To Alerts
View all build to alerts and current quantities of products.
Build to alerts are set up in the products tab, see Manage Products in StockSmart.
Profit & Loss Report
Create, save, and view profit and loss reports.
To create a report, fill out the dollar amounts in each field to calculate different metrics.
a. Beginning Inventory: Value of inventory at the beginning of the month.
b. Supplier Purchases: Value of inventory purchased during the month.
c. Supply Costs: Amount spent on supplies.
d. Labor Costs: Amount spent on labor.
e. Utilities/Overheads: Amount spent on utility costs.
f. Ending Inventory: Value of inventory left at the end of the month.
g. Raw Waste: Value of inventory thrown out.
h. External Supply Costs: Amount spent on supplies from outside suppliers.
i. POS Sale Transactions: Amount earned from sales.
j. Discounts & Promotions: Amount in discounts and promotions that came off of sales.
Wasted & Used
View quantity and value of wasted and used products.
Suggested Order
Use AI-powered Max to generate ordering recommendations.
