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Sales and Inventory Reports
Sales and Inventory Reports

How to generate a report for sales and inventory

Updated over 2 months ago

There are multiple ways to view your product inventory data in Vines.

Inventory Page

Go to Dashboard > Inventory to view the inventory report. Click on the "For Sale" number in blue for any item to see detailed inventory depletion or
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Summary at the top of Inventory Table

  1. Active: The Active column includes any unpaid order, except declined/voided, that is set to 'hold for pickup'. This includes any orders (bottle, glass, flight, etc) that are in an 'Authorized' transaction status.

  2. Paid/Pickup: The Paid/Pickup column includes orders that have been paid and are set to 'hold for pickup'.

  3. Layaway: The Layaway column represents the total of the Active column plus the Paid/Pickup column.

  4. Open - Poured - Discarded - Variance: This comprises the Pour Report to track tastings, flights, and glass pours in the tasting room. First, staff members should record opening the bottle for pouring- use 'Open Bottle' button on the POS. Inventory for the tasting, flight, or glass pour will appear in the 'Poured' column of the inventory report. See also: Pour Reports

Orders List Page
You can generate any inventory or sales related report on Vines through the following steps:

  1. Go to Dashboard > Orders

  2. Select the Filters for what you want to report on. For example, processed orders for last month (or any custom date range), all orders or club orders only, or a particular club only, state, etc.

  3. Once all filters are set, click on the Report button.ย 

Click on Print to get a printable summary.

See also: Tax Reports

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