Viewing a Report

Supply'd's reports feature helps track performance, monitor trends, and gain insights to optimise decision-making.

With Supply'd you have the capability of running a multitude of reports, from sales to purchases to customers and write-offs, over various time periods, giving you an overview of your sales and purchases, both in table and graph format with the ability to compare various sales periods. You can also search, download and filter these reports.

Reports can read from various date references (order, delivery, shipped, and completed) and product identifiers (SKU, barcode or carton barcode), depending on your preferences. See the Report Settings document for instructions for setting those.

Running & Viewing a Report

The first menu, which initially says Sales, gives you this selection:

Sales
Margins
Purchases
Production
Inventory
Write Offs
Customers

The second menu, which initially says By Customer, will depend on the selection in the first menu. Column headings in the report, shown below for each menu selection, will also vary depending on the menu choices.

Sales

Gives you an overview of all your sales within your selected time frame, sorted by the highest Gross Sales to the lowest.

Clicking the little arrow beside the Gross Sales tab will allow you to switch the sort order from highest-to-lowest to lowest-to-highest dollar sales amounts.

By Channel

Will show you your the following values through your various sales Channels, such as, Supply'd, Online Store, Shopify etc.

Gross Sales
Net Sales
Tax
Average Sale (in $)
Sales (number of)

By Warehouse

The sales amounts for each Warehouse in dollar value and the number of sales.

Gross Sales
Net Sales
Tax
Average Sale (in $)
Sales (number of)

By Product

The sales amounts for each Product in dollar value and the numbers sold. Clicking on the product name will open that product's page.

Gross Sales
Net Sales
Average Sale
Tax
Sales (number of)
Qty (quantity)

By Category

The sales amounts for each Category in dollar value and the numbers sold.

Gross Sales
Net Sales
Tax
Average Sale
Sales (number of)
Qty (quantity)

By Customer

The sales amounts for each Customer in dollar value and the numbers sold.

Gross Sales
Net Sales
Tax
Average Sale
Sales (number of)

By Group

The sales amounts for each customer Group in dollar value and the numbers sold.

Gross Sales
Net Sales
Tax
Average Sale
Sales (Number of)

By Delivery Date

The sales for each Delivery Date.

Order Number
Customer Name
Amount
Tax
Order Date
Delivery Date
Status

By Sales Rep

The sales statistics for each Sales Rep.

Gross Sales
Net Sales
Tax
Average Sale
Sales (Number of)

By Date

Gross Sales
Net Sales
Average Sale
Sales (Number of)

Margins

Gives you an overview of all your margins, both in dollar value and as a percentage, within your selected time frame, sorted by the highest Margin Dollars amount.

By Channel
By Warehouse
By Product
By Category
By Customer
By Group
By Date

All the second menu selections for Margins will give you the same report table headings, with the addition of an SKU column for By Product.

Purchases

Gives you an overview of all your purchases, both in dollar value and as a number purchased, within your selected time frame, sorted by the highest Gross Purchases amount.

By Supplier

Gross Purchases
Net Purchases
Average Purchase
Purchases (number of)

By Location

Gross Purchases
Net Purchases
Average Purchase
Purchases (number of)
Qty (quantity)

By Product

Clicking on the product name will open that product's page.

SKU
Gross Purchases
Net Purchases
Average Purchase
Purchases (Number of)
Qty (quantity)

By Category

Gross Purchases
Net Purchases
Average Purchase
Purchases (Number of)
Qty (quantity)

Production

Gives you an overview of all your production, both in dollar value and as a number, within your selected time frame, sorted by the highest Actual Yield amount.

By Warehouse

Actual Yield
Qty (quantity)
Cost of Goods

By Product

Clicking on the product name will open that product's page.

SKU
Actual Yield
Qty (quantity)
Cost of Goods

By Batch

Clicking on the product name will open that product's Production Run details.

SKU
Batch
Expiry
Actual Yield
Qty (quantity)
Cost of Goods

By Category

Actual Yield
Qty (quantity)
Cost of Goods

Inventory

Gives you an overview of all your inventory, both as a number and in dollar value, within your selected time frame, sorted by various amounts as listed.

By Warehouse

Sorted by Stock On Hand

Stock On Hand
Stock Available
Cost Value
Sale Value

By Product

Sorted by Stock On Hand.

Clicking on the product name will open that product's Manage Stock page.

SKU
Stock On Hand
Stock Available
Cost Value
Sale Value

By Batch

Sorted by Expiry

Clicking on the product name will open the batch details.

Clicking on the product name in the batch details will open that product's page.

SKU
Batch
Expiry
Stock Available
Cost Value
Sale Value

This is a good report to run to see products that may be past, at, or close to their expiry or best before dates.

By Category

Sorted by Stock On Hand. Clicking the little arrow beside the Stock On Hand tab will allow you to switch the sort order from highest-to-lowest to lowest-to-highest.

Stock On Hand
Stock Available
Cost Value
Sale Value

By Product On Order

Sorted alphabetically by product name. The sort order can be changed to Z-A by clicking the little arrow beside Product.

Clicking on the product name will open that product's Recent Sales Orders page.

SKU
Stock On Hand
On Order
Stock Available
Min Stock Hold
Required

By Days On Hand

Sorted by the highest Days On Hand value.

Can sort by lowest to highest by clicking the arrow beside Days On Hand.

SKU
Stock On Hand
Stock Available
Actual ROS
Predicted ROS
Days On Hand

By Weeks On Hand

Sorted by the highest Weeks On Hand value.

Can sort by lowest to highest by clicking the arrow beside Weeks On Hand.

SKU
Stock On Hand
Stock Available
Actual ROS
Predicted ROS
Weeks On Hand

By Months On Hand

Sorted by the highest Months On Hand value.

Can sort by lowest to highest by clicking the arrow beside Months On Hand.

SKU
Stock On Hand
Stock Available
Actual ROS
Predicted ROS
Months On Hand

Write Offs

Gives you an overview of all your write-offs, both as a number and in dollar value, within your selected time frame, sorted by the highest Stock Written Off amount.

By Type

Stock Written Off
Cost Value
Sale Value

By Warehouse

Stock Written Off
Cost Value
Sale Value

By Product

SKU
Stock Written Off
Cost Value
Sale Value

By Category

Stock Written Off
Cost Value
Sale Value

Customers

Gives you an overview of all your customers' purchases, both as a number and in dollar value, within your selected time frame, sorted by the highest Last Order Date.

By Customer

Orders (number of)
Gross Sales
Net Sales
Last Order Date
Date Created

Comparison

This tab will show for all of the first column selections except for Inventory and Customers.

This tab allows you to compare statistics from the reports for the current period with previous periods. Selecting Custom Periods will open a Compare Periods form allowing you to input any number of periods. No Comparison will only show the data for the current period or the date range selected (see below).

When a comparison number of periods is selected, an All Fields tab will show, allowing you to select which fields you would like to compare values for.

Report Date Term Selection

Date periods can be selected by clicking on the date in the top right-hand corner.

A Custom Range can be set by clicking on Custom Range and selecting the first and last date to be included in the report.

Click APPLY to set these dates.

Searching a Report

You can search a report for any specific search term. For example, you want to see the statistics for a certain product, you would search for the name of the product and the report will show statistics for that product.

To search in a report, click on the magnifying glass and enter your search term. In this case searching "Caramel" will bring up all products with caramel in the name, within that report.