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.
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