Export Inventory in Units to Excel

Owned by Former user (Deleted)
Last updated: Dec 04, 2023 by Andres Toledo
1 min read

In this article, you will learn how to export an Inventory in Units report to an Excel file you can easily review or share with customers.

User Roles: Admin, Inventory, Procurement User, Procurement Manager, and Sales Manager.

Export an Inventory in Units Report

This report uses applied search filters and a specific date range, limited to a 60-day window, to generate the report.

To create this report, do the following instructions:

  1. Go to Inventory and select Inventory Summary.

  2. Click on Inventory in Units.

  3. Use the search filters to select the information you want in the report.

  4. Click on the Actions button and select Export to Excel.

Multi-Location Companies:

If you want to have a specific location in the report, you can select it in the search filters.

If you want to include all products, select only the date range in the search filters.

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