Viewing a Report
Supply'd's reports feature helps track performance, monitor trends, and gain insights to optimise decision-making.
Last updated
Supply'd's reports feature helps track performance, monitor trends, and gain insights to optimise decision-making.
Last updated
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.
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.
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.
Will show you your the following values through your various sales Channels, such as, Supply'd, Online Store, Shopify etc.
Gross Sales
Net Sales
Average Sale (in $)
Sales (Number of)
The sales amounts for each Warehouse in dollar value and the number of sales.
Gross Sales
Net Sales
Average Sale (in $)
Sales (Number of)
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 Sales
Sales (Number of)
Qty (quantity)
The sales amounts for each Category in dollar value and the numbers sold.
Gross Sales
Net Sales
Average Sales
Sales (Number of)
Qty (quantity)
The sales amounts for each Customer in dollar value and the numbers sold.
Gross Sales
Net Sales
Average Sale
Sales (Number of)
The sales amounts for each customer Group in dollar value and the numbers sold.
Gross Sales
Net Sales
Average Sales
Sales (Number of)
The sales for each Delivery Date.
Order Number
Customer Name
Amount
Order Date
Delivery Date
Status
The sales statistics for each Sales Rep.
Gross Sales
Net Sales
Average Sales
Sales (Number of)
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
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.
Gives you an overview of 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.
Gross Purchases
Net Purchases
Average Purchase
Purchases (Number of)
Clicking on the product name will open that product's page.
SKU
Gross Purchases
Net Purchases
Average Purchase
Purchases (Number of)
Qty (quantity)
Gross Purchases
Net Purchases
Average Purchase
Purchases (Number of)
Qty (quantity)
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
Clicking on the product name will open that product's page.
SKU
Actual Yield
Qty (quantity)
Cost of Goods
Clicking on the product name will open that product's Production page.
SKU
Batch
Expiry
Actual Yield
Qty (quantity)
Cost of Goods
Actual Yield
Qty (quantity)
Cost of Goods
Gives you an overview of of all your inventory, both as a number and in dollar value, within your selected time frame, sorted by various amounts as listed.
Sorted by Stock On Hand
Stock On Hand
Stock Available
Cost Value
Sale Value
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
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.
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
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 Manage Stock page.
SKU
Stock On Hand
On Order
Stock Available
Min Stock Hold
Required
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
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
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
Gives you an overview of 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.
Stock Written Off
Cost Value
Sale Value
Stock Written Off
Cost Value
Sale Value
SKU
Stock Written Off
Cost Value
Sale Value
Stock Written Off
Cost Value
Sale Value
Gives you an overview of 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.
Orders (number of)
Gross Sales
Net Sales
Last Order Date
Date Created
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.
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.
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.
Clicking the X in the search box will reset the report to show all products again.
To download a report, click on the download symbol.
The report will download in a CSV format (can be opened in Excel, Numbers etc.).
Reports can be filtered to show data from only those areas you wish to see.
To filter a report click on the 3 lines.
The Filter Report form will appear. Using the drop-downs, select the fields you would like to filter the report with.
Location
Sales Channel
Brand
Category
Tags
Name
SKU
Barcode
Buy/Sell Status
Product Type
Marketplace Visibility
Product Status
Click the Filter button to filter your report.
