库存报告类型

备注:此功能仅适用于使用 Shopify POS Pro 的商家。

Stocky 可以记录您的库存价值和零售价的每日快照。启用现有库存报告后,Stocky 将开始收集数据。您的第一个现有库存记录可能最多需要 24 小时才能显示。

访问报告

  1. 在您的 Shopify 后台中,前往应用 > Stocky

  2. 报告下拉菜单中,点击要运行的报告。

Stocky 报告

您可以在 Stocky 中查看以下报告。

低库存报告

您可以根据供应商、产品或多属性 SKU 查看低库存报告。

低库存供应商报告向您显示哪些供应商有低库存的多属性,以及哪些多属性缺货以及估计损失多少收入。它还显示您从供应商处订购但尚未收到的唯一多属性。

低库存产品报告显示哪些产品库存不足,哪些产品缺货而又没有向供应商订货。如果多属性缺货,则还会显示每天损失的估计收入。

低库存多属性报告是最详细的低库存报告。它显示的详细信息包括您剩余的库存天数、库存将耗尽的预计日期,以及您根据收货时间应为库存补充订货的最晚日期。

产品报告

产品报告显示有关产品的详细信息,例如当前库存和销售额。报告还会显示每种产品的 ABC 分析,该分析根据过去 8 周的销售历史记录对您的产品进行分级。

SKU/多属性报告

SKU/多属性报告显示每个多属性的单位成本、销售价格和销售数量。您可以添加其他列以创建对每个多属性的更详细的分析。

手头库存报告

您可以查看手头库存的当前或历史报告。

手头库存 - 当前报告显示库存的当前价值和成本。

手头库存 - 历史报告显示某个日期范围内每天的所有库存(例如成本价、金额或数量)的指定总额。您可以筛选报告以根据所有供应商或特定供应商计算总额。

采购订单报告

采购订单报告显示每个采购订单的详细信息,例如到达目的地、配送状态和付款状态。此报告还包含:

库存创建报告时的最新库存数量。
已订购尚未收到货的所有未结采购订单的当前订购数量。如果有多个包含此多属性的采购订单处于未结状态,此值将代表所有这些采购订单的总订购量。
数量特定采购订单中最初订购的相应多属性的数量。此数字特定于采购订单,不会因为收到商品而更改。

库存调整报告

库存调整报告显示每种库存调整的详细信息,例如日期、原因以及完成此调整的员工。

库存转移报告

库存转移报告显示每次库存转移的详细信息,例如其状态、原产地和目的地以及转移原因。

商店利润报告

商店利润报告显示财务信息,例如退货、总销售额和您售出的商品成本。

报告类型

有多种不同的现有库存报告。

总成本

总成本等于所有有库存多数性的数量乘以其成本价的总和。此计算中不包括库存水平为负数的多属性和隐藏的多属性。

总零售额

总零售额等于每种多属性的数量乘以其零售价的总和。如果您以当前价格售出所有库存,总零售额就是您将赚到的金额。

商品总数

商品总数是商店中库存商品的总数量。如果您有 10 双红色袜子和 5 双蓝色袜子,则商品总数为 15。

每个厂商的现有库存

Stocky 会保留每个厂商的现有库存记录。若要访问某厂商的现有库存,请使用现有库存报告顶部的表单。某些报告中的库存可能显示为由 Shopify 跟踪。这种方式让您可以根据 Shopify 跟踪的商品来对现有库存报告进行细分。如果您的代发货产品未由 Shopify 跟踪,则可以对每个报告选择Shopify 跟踪,以从现有库存报告中排除代发货库存。

Stocky 中的舍入

不同的核算和库存管理系统以不同的方式处理舍入。Stocky 将订单项目级别的数值舍入到两位小数,然后累加订单项目得出总和。与其他先求和在舍入的方法相比,这种方法可能会产生微小偏差。

如果您想手动调整任何数值,可在调整字段中执行。如果您供应商的核算系统使用其他舍入方法,则您可能需要进行调整。

Shopify商户官网原文详情:

Stocky report types

Stocky can record a daily snapshot of your stock value and retail price. After you enable stock on hand reporting, Stocky starts to gather data. It might take up to 24 hours before your first stock on hand record appears.

On this page

  • Access a report

  • Stocky reports

  • Report types

  • Stock on hand per vendor

  • Rounding in Stocky

Access a report

  1. From your Shopify admin, go to Apps > Stocky.

  2. From the Reports drop-down menu, click the report that you want to run.

Stocky reports

You can view the following reports from within Stocky.

Low stock reports

You can view low stock reports based on vendor, product, or variant SKU.

The Low Stock Vendors report shows you which vendors have variants that have low stock, and which variants are out of stock and the estimated revenue that is lost. It also shows the unique variants you have ordered from the vendor but not yet received.

The Low Stock Products report shows you which products have low stock, and which products are out of stock and not on order from a vendor. If the variant is out of stock, then it also shows you the estimated revenue that is lost each day.

The Low Stock Variants report is the most detailed low stock report. It shows such details as how many days of stock you have left, the estimated date when your inventory will run out, and the day by which you should reorder more inventory based on how long it takes you to receive it.

Product Report

The Product Report shows details about your products, such as the current inventory and amount of sales. The report also displays an ABC analysis for each product, which grades your products based on their sales history for the past 8 weeks.

SKU/Variant Report

The SKU/Variant Report shows each variant's cost per unit, selling price, and number of sales. You can add additional columns to create a more detailed analysis of each variant.

Stock On Hand reports

You can view a current or historical report for your stock on hand.

The Stock On Hand - Current Report shows the current value and cost of your inventory.

The Stock On Hand - Historical Report shows a specified total for all inventory, such as cost price, value, or quantity, for each date in a date range. You can filter the report to base the total on all vendors or a specific vendor.

Purchase Orders Report

The Purchase Orders Report shows details about each of your purchase orders, such as arrival destination, delivery status, and payment status. This report also includes:

StockCurrent in stock quantity at the time of the report.
OrderedThe amount currently ordered on all outstanding purchase orders that has not been received. If there are multiple purchase orders that include this variant outstanding this value will represent the total on all of those purchase orders.
QuantityThe amount originally ordered of that variant on that specific purchase orders. This number is specific to the purchase orders and will not change as items are received.

Stock Adjustments Report

The Stock Adjustments Report shows details about each stock adjustment, such as the date, the reason, and the employee who made it.

Stock Transfers Report

The Stock Transfers Report shows details about each stock transfer, such as its status, the origin and destination, and the reason for the transfer.

Store profit report

The Store Profit Report shows financial information, such as returns, gross sales, and your cost of goods sold.

Report types

There are multiple different stock on hand reports available.

Total cost

Total cost is equal to the quantity of each variant multiplied by its cost price for all of your in stock variants. This calculation excludes variants with negative stock levels and hidden variants.

Total retail

Total retail is equal to the quantity of each variant multiplied by its retail price. If you sold all of your stock at its current price, this is how much you'd make.

Total items

Total items is the total number of in stock items you have in your store. If you have 10 red socks and 5 blue socks, then the total items number is 15.

Stock on hand per vendor

Stocky keeps a stock-on-hand record for each vendor. To access the stock on hand for a vendor use the form at the top of the stock on hand report. Some reports might have stock listed as tracked by Shopify. This is a way of segmenting your stock on hand reports by items that are tracked by Shopify. If your drop-shipped products are not tracked by Shopify, then drop-shipped stock can be excluded from the stock on hand reports by selecting the tracked by Shopify version of each report.

Rounding in Stocky

Different accounting and inventory management systems handle rounding in different ways. Stocky rounds numbers at the line item level to two decimal places, and then sums the line items to give you the total. This can create a slight variance when compared to other methods of rounding after summing.

If you want to adjust any numbers manually, then you can do so in the Adjustments field. Adjustments might be necessary if your supplier's accounting system uses a different approach to rounding.

文章内容来源:Shopify商户官方网站