What does the Inventory on Hand report show?

The Inventory on Hand report gives visibility into inventory available at retailer locations for a selected date, both in dollars and units. The report is split into two sub-reports: Inventory Summary and Low Stock Assignments.

💡 Inventory on Hand is calculated using posted sales and deliveries at the end of each day. Data that was not received and posted by the previous day is not reflected in the report.

Use Inventory on Hand to:

Review total inventory available across selected retailers/locations, or products.
Track inventory value and units on hand.
Compare current inventory to recent sales activity.
Monitor sell-through trends.
Identify locations or products that may need replenishment.
Review low stock risk based on criteria you choose.

Filters for Inventory Summary and Low Stock Assignments

⚠️ Filters must be selected for the report to populate data.

The reports update based on your filter selections. Use filters to focus on:

State - Inventory by state(s).
Retailer/Location - Inventory by retailer(s)/location(s).
Product - Inventory by product(s).
Inventory as of Date - Inventory available on a specific date.

Inventory Summary

The Inventory Summary tab provides a high-level inventory details on a selected date, including inventory value across all locations, inventory units, sales activity, and inventory distribution among states or locations.

Widget Information

Learn more about the data available on the page.

Widget	What it does	Use case
Total Inventory	Total inventory value ($) and total units across locations based on the selected filters.	Understand your overall inventory level for a specific date, retailer, or product.
Inventory Per Location	The average inventory value and units available per location.	Monitor inventory distribution and values over time.
Average Daily Sales (Cost) - Last 90 Days	Calculates the average sales based on units that have been scanned at the register.	Use as a benchmark to compare against current inventory and estimate how quickly products are selling.
Inventory Turnover Last - 90 Days	Measures how often inventory is sold and replenished over the last 90 days.	Evaluate how efficiently inventory is moving and identify slow-moving or overstocked products.
Days of Inventory Remaining	Estimates how many days current inventory will last based on recent sales.	Identify whether inventory levels are sufficient or if delivery is needed.
Inventory ($) Trending - Last 90 Days	Line chart showing whether inventory value is increasing or decreasing across locations over the last 90 days.	If inventory value is increasing, we may be delivering more than we are selling. If inventory value is decreasing, we may be selling more than we are delivering.
Sell-Through Rate	Bar chart that compares how much product is delivered vs. sold. Can be adjusted by month or year.	How quickly is inventory selling? Should we increase or decrease our delivery rates for retailers, locations, or products?
Inventory ($) By Retailer	Bar chart total inventory value ($) and total units per retailer and their locations. Click View All Retailers to view inventory values for all retailers and locations, including available products, product cost, unit count, inventory remaining, etc.	Identify which retailers or locations hold the most inventory.
Inventory ($) By Product	Bar chart showing total inventory value ($) and total units by product. Click View All Products to view inventory values for all products, including available products per location, their cost, unit count, and more.	Determine which products make up the largest share of inventory.
Inventory by Location (State and Location)	Displays inventory by state or by location and top/bottom 10 locations by inventory. Click View All States or View All Stores to view inventory values by state or by store.	Visualize geographic distribution and pinpoint high- or low-inventory locations.

Low Stock Assignments

Low Stock Assignments identifies where inventory may be running low by location and/or product.

Criteria to Populate Low Stock Details

After applying the filters at the top of the page, use the Flag By toggle to choose how low stock is evaluated:

Location - Flags locations with low stock.
Product - Location - Flags specific products at each location that are low in stock.

Use the Low Stock Criteria fields to define what should be considered low stock:

Days since last sale - Locations or products that have not had a sale in the last X days.
Days of inventory remaining - Locations or products that are expected to run out of inventory less than or equal to X number of days.

💡 There is no recommended value for these fields as the values will depend on product categories. For example, bakery items may have low inventory more frequently due to short shelf life, while products like propane or ice may last longer but sell quickly during peak seasons.

Widget Details