Inventory Report
Written by Victor
Updated over a week ago

The "Inventory Report" inside the "Manager" section of Treatwell Pro gives you a complete and detailed overview of the products in stock on any specific date. This is especially useful for your end-of-year financial statement.

At the top of the report, you'll find:

  • The total number of products in the warehouse on that specific date (total number and commercial value)

  • Products intended for sale (quantity and commercial value)

  • Products intended for your own use (quantity and commercial value).

There are also three filters along the top bar that allow you to narrow down your search to a specific date, product or according to type:

  • "Check Inventory on": You can set the date that you'd like to check the inventory for

  • "Search Product": You can filter the results according to brand or product

  • "Show": You can choose whether to show all products or only those not removed from the inventory

By clicking on the "Export CSV" button in the top right, you can download and save the data offline.

The list of products is divided by brand with the stock level, type of product, use, item number and barcode. On the right, you can see the average purchase price, the average stock price, the price of the last purchase, and the retail price.

At the end of the report, you'll see three different totals:

  • The total product stock for internal use

  • The total product stock for resale

  • The total general stock

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