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Inventory Reports

Written by Edi Sipkas

Updated at June 19th, 2025

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Table of Contents

List of Inventory Reports
 This page documents an older/sunset version of our reporting tools - for documentation on the latest version, click here.

If you use Inventory options on the WineDirect platform, you can generate reports on products assigned to using inventory. For more information on the inventory options, please see the Inventory Documentation. The following is a list of each of the Inventory Reports available on the WineDirect platform as well as a description of what each report contains:

List of Inventory Reports

Inventory Summary: This report allows you to view a summary of all your products using inventory settings, their current inventory amount, notification level, and out-of-stock message.

Inventory Transactions: This report allows you to view each inventory transaction for products using inventory. It will display the Start Balance, any changes in inventory + or -, and the End Balance of products using inventory between the date range selected.

Inventory Velocity: This report reviews the sales of an SKU over the last 30, 60, and 90 days. Based on your current inventory and the sales you have made for the SKU over these time frames, the report approximates the rate you will deplete your remaining inventory and provides recommended actions (OK or Replenish) for the next 30, 60, or 90-day intervals. 

Inventory Sold:  This report displays a complete breakdown of your inventory in each particular pool and the sales associated with each pool in a given time frame.


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