Inventory Report

Summary

The Inventory Report sets up .csv downloadable files with line-item details for order items in upcoming (unsent) orders. There are two different types of Inventory reports: In-Stock and Out of Stock.


Running an Inventory Report

You can access both by going to Exports:

  1. Open up your Ordergroove Admin.
  2. Go to Data > Analytics.
  3. Click View Reports on the top right, and Create Report.
  4. This is an Orders Report.
  5. Under Choose a report, select either Legacy Inventory In-Stock Orders or Legacy Inventory Out of Stock Orders.
  6. (Optional) Adjust the date range - this will filter your results based on order placement date.
  7. (Optional) Adjust the data columns you want to see with Edit Columns on the right-hand side.
  8. Click Export Report when you're finished.

inventory_reports_clean.png

Clicking the Export Report button will take you back to the reports page and will generate your .csv export file.
You should also receive an email with a link to Ordergroove, where you will be redirected to a page that has your file ready for download.  Click the Download button to download the file to your computer.


Inventory Report CSV Contents

The Inventory Report CSV file contains a row for each order with numerous data points per order.  Each order may contain one or more order items; each order item will have its own row in the report.

Those data points (columns) are:

  • Discount Price: Unit price after product discounts have been applied.
  • Place Date: The date order is set to be processed. 
  • Product Name: Order item product name.
  • External Product ID: Product ID in your system.
  • SKU: SKU for order item product.
  • OG Order ID: Order ID in Ordergroove’s system.
  • Detail URL: Link to the product page on your website (sourced from Product Feed).
  • Date Created: Date the order was generated in our system.
  • Frequency Days: Customer-selected number of days between recurring orders of the subscription product.
  • In Stock: Denotes if the item is currently in stock in your system, according to Product Feed.
    • In Stock: 1 
    • Out of Stock: 0
  • Order Quantity: Unit quantity of product being ordered.
  • Zip Code: Subscriber shipping zip code.

Comments

1 comment
  • I would love a way to bulk edit orders. For example change the order date from several orders all at one from one date to another. My preference would be to make bulk edits in the UI but an alternate option would be bulk edits via an import file.

    The inventory report is the only way to see how many orders will process on a given day in the future. It has no customer identifier which currently makes it extremely limited. It really needs one of the Unique customer search options like Customer ID, Name, Email, or Phone number so we can reconcile what order belongs to who.

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