Exporting products and inventory levels

Exporting the product list

Go to Products > List products/services.

This is the best place to get a full list of all products, whether they are in stock or not.

  • To export details of default warehouse locations, and the minimum stock levels/reorder quantities for that warehouse, filter the list by warehouse.
  • To export prices, select the relevant price lists in the filters. You can also export price lists (just SKU and price) from the price list screen.

The export provides all the available product fields (including custom fields). There is no need to configure columns before export.

Exporting the inventory summary report

This is the list of all items you have in stock, combined into one row per SKU. It displays the total cost value of the inventory.

Go to Products > Inventory summary.

Learn more about the inventory summary report.

Exporting the inventory detail report

This is the best place to get a full list of all in-stock items including the warehouse locations the items are recorded as being stored in. It displays a separate row for every location and received batch, with the cost price of that batch, the date the batch was received, and any associated purchase orders or sales credits.

Go to Products > Inventory detail.

Learn more about the inventory detail report.

Exporting the low inventory report

This report can be exported, and will contain details on all products which are low on inventory based on the minimum stock levels (or re-order thresholds).

Go to Products > Low inventory report.

Learn more about the low inventory report.

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