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How to Generate Inventory Reports
How to Generate Inventory Reports
Mahdi Hussein avatar
Written by Mahdi Hussein
Updated over a week ago
  1. Inventory & Financials

Click on Inventory & Financials, this is the 4th item on the menu to the left of your screen.

2. Inventory Report

From the pop-out menu, click on Inventory Report

3. Change Selected Stores

If you have multiple stores connected to your Petro Outlet system, you can generate a single report that combines the data or you can pull individual reports by store.

  • Multi-Store Report

    Select all stores linked to your account

  • Single-Store Report

    Select the specific store from the list

4. Report Overview

Once you have set your parameters and ran the report, the requested information will display in your browser. Here is what it should look like:

The top of your report displays an overview of the following data:

  • Total Value

  • Gross Profit to Date

  • Store Gross Margin

Next, your report will include a breakdown of the fields below:

  • Department Name

  • Department Code

  • In-Stock

  • Gross Profit Margin

  • Profit-to-Date

  • Wholesale Value

5. Download Full Report

You can access the complete version of this report by clicking on Download Full Report

The report will be downloaded in CSV format.

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