Compass - Nimbly Documentation

Inventory Admin Frontend

5 min read

1. Inventory Admin App

2. Feature Overview

The Inventory Report feature provides users with a comprehensive overview of stock levels across various sites. It consists of two main views: the Stock Balance Table, which tracks daily inventory quantities for each SKU over a selected period, and the Low Stock Table, which highlights items that have fallen below their predefined reorder threshold. This feature is crucial for effective inventory management, helping to prevent stockouts, optimize stock levels, and provide data for forecasting and purchasing decisions.

3. Current Status

Released

4. Platform Compatibility

Web

5. Access & [Permissions](../Settings/Access control/AccessControlOverview.md)

This feature is available to authenticated users with [permissions](../Settings/Access control/AccessControlOverview.md) to access the Reports module. This typically includes roles such as Administrator, Operations Manager, or Inventory Manager.

6. Key Capabilities

  • View Historical Stock Balance: See a day-by-day breakdown of stock quantities for each SKU and site combination.
  • Identify Low Stock Items: Quickly view a list of all SKUs that are at or below their minimum stock threshold.
  • Advanced Filtering: Filter the report data by a specific date range, one or more sites, SKU ID, and SKU Name.
  • Data Pagination: Navigate through large inventory datasets efficiently using table pagination.
  • Multi-format Export: Download the Stock Balance or Low Stock report tables as an Excel (.xlsx), CSV (.csv), or PDF (.pdf) file.

7. Core Workflows & UI Walkthrough

The Inventory Report is accessible from the main navigation and is organized into two switchable table views.

1. Accessing and Navigating the Report

  • Step 1: From the left-hand navigation menu, click on Reports.
  • Step 2: In the submenu, select Inventory.
  • Step 3: The system loads and displays the Stock Balance Table by default.

2. Filtering the Report Data

  • Step 1: Click the Filters button at the top right of the page to expand the filter panel. The filters remain visible until collapsed.
  • Step 2: Configure your desired criteria using the following filters. Note that the Site, SKU ID, and SKU Name filters apply to both the Stock Balance and Low Stock tables, while the Date Range filter primarily impacts the columns displayed in the Stock Balance Table.
    • Date Range: Click the field to open a date selector. You can choose a preset range (e.g., Last 7 Days, Last 30 Days) or define a custom start and end date using the calendar interface.
    • Site: This is a multi-select dropdown. Click to open a list of available sites with checkboxes. You can:
      • Select individual sites by checking their boxes.
      • Use the Select all option to include all sites.
      • The input field will display a count of the selected sites (e.g., “Site (1)”).
    • SKU ID & SKU Name: These are dynamic multi-select dropdowns that allow for precise product filtering.
      • Click the field to open the dropdown list.
      • Use the built-in search bar to find specific SKUs by typing their ID or name. The list will update in real-time.
      • Select one or more SKUs from the filtered list using the checkboxes.
      • Use Select all to check all currently visible items in the list.
      • After making selections, a Deselect all option becomes available.
  • Step 3: After setting your filters, click the Apply button. The report table will reload to display only the data that matches your criteria.
  • Step 4: To clear all selections and return to the default view, click the Reset button.

3. Viewing the Stock Balance Table

  • This table is the default view. It shows a list of SKUs and their stock count for each day within the filtered date range.
  • UI Components:
    • Columns: SKU ID, SKU Name, Site, and a dynamic set of columns for each date (e.g., 2025-06-02, 2025-06-03).
    • Horizontal Scrollbar: Use the scrollbar at the bottom of the table to view dates across the selected range.
    • Pagination: Use the controls (First, <, 1, 2, ..., >) at the bottom to navigate through pages of results.

4. Viewing the Low Stock Table

  • Step 1: Click the Low Stock Table tab/header to switch views.
  • Step 2: The table displays a list of all SKUs where the current Balance is less than or equal to the configured Threshold. The list respects the applied Site, SKU ID, and SKU Name filters.
  • UI Components:
    • Columns: SKU ID, SKU Name, Site, Balance (current stock), Threshold (reorder point).
    • Pagination: Navigate through the list of low-stock items.

5. Downloading a Report

  • Step 1: Ensure the desired table (Stock Balance or Low Stock) is active and any necessary filters are applied.
  • Step 2: Scroll to the bottom of the page.
  • Step 3: Click on Download as Excel, Download as CSV, or Download as PDF.
  • Step 4: A system Save As dialog will appear. Confirm the file name and location to save the report. The downloaded file will contain all data from the selected table (across all pages), respecting the applied filters.

8. Configuration & Customization

  • Filters: The primary way to customize the view on this page is by using the available filters (Date Range, Site, SKU ID, SKU Name).
  • Low Stock Threshold: The Threshold value for the Low Stock Table is not configured on this screen. It is likely set within a separate Product or Inventory Management module on a per-SKU, per-site basis.

9. Related Features & System Connections

  • SKU/Product Management: The report pulls SKU ID and SKU Name from the master product database.
  • Site Management: The Site filter options are populated from the list of operational sites configured in the system.
  • Stock Transactions: The daily stock balance figures are calculated from inventory transactions recorded in the system, such as stock takes, sales, returns, and goods received.

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