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Inventory Snapshots

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Overview

• View historical inventory levels
• Compare inventory over time
• Track inventory trends
• Support audit and reporting requirements
• Analyze inventory changes

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Creating Snapshots

1. Navigate to Sense → Inventory Snapshots
2. Click Create Snapshot
3. Enter a name and description (optional)
4. Select the date and time for the snapshot
5. Click Create

• Manually: Create on-demand snapshots
• Scheduled: Automatically create snapshots (e.g., month-end, quarter-end)
• Event-based: Create snapshots triggered by events

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Viewing Snapshots

1. Navigate to Sense → Inventory Snapshots
2. Select a snapshot from the list
3. View inventory levels at that point in time

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Comparing Snapshots

1. Navigate to Sense → Inventory Snapshots
2. Select two or more snapshots
3. Click Compare to see differences
4. Review changes in inventory levels

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Snapshot Details

• Date and Time: When the snapshot was taken
• Inventory Levels: Quantity on hand for each product/location
• Location Breakdown: Inventory by location
• Channel Allocation: Inventory allocated to channels
• Lot Information: Lot numbers and expiration dates (if applicable)

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Exporting Snapshots

1. Select a snapshot
2. Click Export
3. Choose format (CSV, Excel, JSON)
4. Download the file

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Common Workflows

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Month-End Inventory

1. Navigate to Sense → Inventory Snapshots
2. Create a snapshot at month-end
3. Name it “Month-End [Month] [Year]”
4. Use for financial reporting

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Trend Analysis

1. Navigate to Sense → Inventory Snapshots
2. Select multiple snapshots over time
3. Compare to identify trends
4. Use insights for planning

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Audit Support

1. Navigate to Sense → Inventory Snapshots
2. Create snapshots at key audit dates
3. Export snapshot data for auditors
4. Use for compliance reporting

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Related Pages

• Browse Inventory
• Stock Analytics
• Inventory Reports

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Permissions & Roles