How to find the stock report?

Viewing 15 posts - 1 through 15 (of 22 total)
  • Author
    Posts
  • #89718
    Hasan
    Guest

    Any easy way to find out inventory value by select categories?

    #89719
    Zohaib
    Participant

    Hi Hasan,

    Unfortunately, it is not possible with the plugin, however, if you download the stock report from WooCommerce > Reports > Stock > Cost of goods, you can use excel to find the stock values per category. You can either simply apply filters on the columns, or use an advanced method such as pivot tables. Hope this helps.

    #89720
    Hasan Ali
    Participant

    Hello, I downloaded the stock report from WooCommerce > Reports > Stock > Cost of goods, but there is no way to filter the colum by category, because the product category is not part of the report and is therefore not exported.

    The only colums that are part of the report and and exported are:

    #
    Product ID
    SKU
    Title
    Stock
    Cost
    Price
    Profit
    Total Cost
    Total Price
    Total Profit

    Please tell me a good fix for this, because I must be able to report to government how much inventory I have of certain categories at the end of the month.

    #89721
    Zohaib
    Participant

    Hi Hasan,

    As mentioned earlier it is not possible to get stock reports by category, and you would have to use advanced methods such as pivot tables in excel to get category stock reports.

    I have, however, passed your request to our development team, they will review the viability of this and get back to you soon.

    #89722
    WPFactory Plugins
    Participant
    Plugin Author

    Hi Hasan,

    Instead of using the Reports > Stock > Cost of goods, would it work for you if we could add 3 new columns (cost, profit and category) to the Analytics > Stock report?

    #89723
    Hasan Ali
    Participant

    To be honest I am not to expereience with the analytics section in WooCommerce. I just check it out, and I think your idea would work.

    Would i be able to sort the excel file and be able to tell how much total stock value I have of a certain category?

    #89724
    WPFactory Plugins
    Participant
    Plugin Author

    Great then ๐Ÿ™‚
    Yes, you can sort the excel file by any column you want.

    And in order to tell how much stock you have from a specific category you’d need the filter function.

    For example, if your stock column is D and your category column is G and you want to calculate the total stock from category “Tshirts” this is an example of what you could try:

    =SUM(filter(D2:D,SEARCH("Tshirts",G2:G)))

    I’ve used the number 2 because it’s the first row where the content really starts

    #89725
    Hasan Ali
    Participant

    Awesome. So will you send out an update of the plugin? because I dont see those columns added to the analytics section as of right now.

    Thank you.

    #89726
    WPFactory Plugins
    Participant
    Plugin Author

    Hi Hasan,

    Yes. Please update the plugin to version 2.4.5 I just released.
    There will be 3 new options I’ve created for you:

    – Tools & Reports > Analytics > Stock > Add “Cost” and “Profit” columns
    – Tools & Reports > Analytics > Stock > Add “Category” column
    – Tools & Reports > Analytics > Stock > Add filter allowing to restrict the query

    Let me know if it works ๐Ÿ˜‰

    #89727
    Hasan Ali
    Participant

    I updated the plug in and enabled these 3 options in the setting.

    However I dont see these options anywhere on the actual report.

    For reference, I am looking in Analytics>Stock

    I click the 3 dots and dont see any new options.

    #89728
    WPFactory Plugins
    Participant
    Plugin Author

    Hi,

    After you enable the options, there will be 3 new columns at the Analytics > Stock. Please take a look at the screenshot

    After that, if you click on the download button, you’ll get the CSV with the new columns as well.

    Let me know if it helps ๐Ÿ˜‰

    #89729
    Hasan Ali
    Participant

    Hello, I am not seeing the columns you are referencing. Please see attached screenshots of what I am seeing on my end, along with my current plug in settings:

    https://www.awesomescreenshot.com/image/12172574?key=7c296f13b1b82964a1935f383730fdb1

    https://www.awesomescreenshot.com/image/12172567?key=ae246d0596496b1190587201c913dc94

    Thank you.

    #89730
    WPFactory Plugins
    Participant
    Plugin Author

    Hi Hasan,

    This is not the option I’ve created for you ๐Ÿ™‚
    You need to access the Tools & Reports section first and then you’ll find some Analytics options. Please take a look at the screenshot

    #89731
    Hasan Ali
    Participant

    Hello, I am not seeing a “Tools & Reports” section. can you please tell me where to find this? Also the screen shot you provided is just a screenshot of the settings options. I already have these 3 options enabled.

    Could you perhaps do a screen recording showing the entire process beginning to end?

    #89732
    Hasan Ali
    Participant

    I think I understand what you were saying in your last comment. To be clear, I have already enabled all 3 check boxes in the Cost of Goods settings section.

    However, when I go to Analytics>Stock, I am NOT seeing the 3 new columns active.

    Regarding this screenshot: https://ibb.co/T80PwQ0 , I am NOT seeing those 3 new columns.

    I have already tried clearing analytics cache as well

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