Supplier Inventory - Custom Report

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Custom reports in SimpleConsign allow you to create detailed views of your inventory, filtered and grouped by specific criteria. A Supplier Inventory Custom Report is a powerful tool to help you track and manage stock associated with a specific supplier. This is especially useful for inventory audits, restocking, and performance analysis by supplier.

To learn more about creating customer reports, please view our Custom Reports Overview guide.

Use Case

Use this report to answer questions like:

  • What inventory do I currently have from Supplier X?

  • How much is it worth at current prices?

  • What has been sold from that supplier recently?

  • When were these items added?

Report Setup

Base:

Supplier Inventory

This report is built using the Supplier Inventory base, which includes key details about items tied to specific suppliers.

Fields to Include:

Add the following fields to your report to get a well-rounded view of the inventory:

Field Name Description
SKU The item's unique stock keeping unit (if applicable).
Item Name The name/description of the inventory item.
Current Price The current selling price.
On Hand Qty The number of units in stock.
Total Current Price Multiplies Current Price by On Hand Qty.
Date Created When the item was first entered into inventory.
Last Sold Price The last recorded selling price (if the item has sold).
Sold Qty The total number of units sold.

💡 Optional: You may also want to include Supplier Name and Item Status for more context.

Filters

Apply the following filters to narrow your results to relevant inventory:

  • Supplier Name is [Supplier Name]

    • This ensures the report is scoped to a specific supplier.

  • (Optional) Date Created is after [MM/DD/YYYY]

    • Useful for tracking new arrivals or recent consignments.



Tips & Best Practices

  • Use Total Current Price to estimate the value of supplier inventory currently on hand.

  • Track Sold Qty and Last Sold Price to assess how well items from this supplier are performing.

  • Filter by Date Created to evaluate recent consignments or new product batches.

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