Reporting

Modified on Fri, 19 Jul at 8:35 AM

In the Reports section, several reporting features can be accessed.


Income Statement

The Income Statement is display-only, and can't be downloaded. 

Set a start and an end date and select the period to display it, which can be either by month or year.


For this section to show any data, ensure the nominal codes are set up, and the accounting integration is installed correctly.


Ship By Schedule

The Ship By Schedule contains groupings of Sales Orders that have the Ship-By-Date set.
These order groupings are sorted by date from oldest to newest. 


Each order grouping consists of:

  • Highlighted date with the use of color coding
    • Overdue -> Red
    • Due today -> Green
    • Due on later date -> Black
  • Total orders affected. The number seen is a direct link to the filtered list of sales orders
  • Breakdown of SKUs affected


Note that in the sku.io view, all sales orders with the Ship-By-Date display regardless of their status. A filter can be applied to filter by Open and / or Reserved orders, which can be saved as a new view.


Financial Summaries

Combine different metrics and intervals to obtain the reports. 

The report generates when selecting one of these filters: by Brand, by Supplier, by Sku, By Sales Channel, or By Product type.

 

Sales Order Financials

The Sales Order Financials section displays a list of every Sales Order and the SKUs sold. 

It is sorted from the most recent to oldest and provides details of costs and revenue per SKU.


Daily Financial Summary

The Daily Financial Summary is display-only, and can't be downloaded. 

The breakdown is per SKU per day, so the SKUs sold on the same date are grouped and the totals are added up. 


Inventory Valuation

The Inventory Valuation section relies on the selection of the day and it will account for the items that are within a warehouse by the end of that day. The SKUs are sorted by the Total Valuation from greatest to least.


The report created can be downloaded as a .csv file. 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article