MI215: Inventory Snapshot
The MI215 displays products' starting and ending inventory values, as well as details on inventory activity in the date range.
See our Inventory Value topic for details on the ways Meevo assigns value to products that are added to or removed from inventory.
Report definitions
Click here for details on the MI215 Detail View.Click here for details on the MI215 Detail View.
- Starting Inv. on [Date]: The Inventory Value as of the beginning of the day on the Start Date, along with the count of products (including variants).
- Received: The number of products received via Purchase Order.
- Sales: Number of products sold.
- Returned to Shelf: Product refunds where Return to shelf was selected.
- Employee Supply Usage: Products used via the Employee Supply Usage screen.
- Inventory Returns: Number of products deducted as a result of Inventory Returns.
- Inventory Overage: Total number of products added as a result of Inventory Counts.
- Inventory Shortage: Total number of products deducted as a result of Inventory Counts.
- Inventory Transfers In: Total number of products transferred into the location.
- Inventory Transfers Out: Total number of products transferred out of the location.
- Adj for Negative Inventory: Total sum of inventory adjustments made as a result of the roll-up that can bring the on-hand from a negative back to 0. This column only appears if there is data to display.
- Ending Inv. on [Date]: The Inventory Value as of the end of the day on the End Date, along with the count of products (variants).
Click here for details on the MI215 Summary View.Click here for details on the MI215 Summary View.
- Starting Inv. on [Date]: The Inventory Value as of the beginning of the day on the Start Date, along with the count of products (including variants).
- Total In: The number of products added via any method (PO, Transfer In, etc.).
- Total Out: The number of products removed via any method (Sold, Transfer Out, etc.).
- Ending Inv. on [Date]: The Inventory Value as of the end of the day on the End Date, along with the count of products (variants).
Setting up the MI215 report
- Type MI215 in the Convobar, or go to Meevo > Reports > Inventory, and then select the MI210 report.
- Select a date or date range for running the report:
- To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
- Otherwise, select a predefined date or range (Yesterday, This Week, Last Week, etc.).
Note: If you select a predefined range (a date other than Custom), you can still change the Start Date and End Date. Doing so automatically changes the date range to Custom.
- Run report by: Run the report in Detail View for specifics on product in and out actions, or Summary View for an overall view of how many products came in and out.
- Display Inventory Items from which list? Select to display Retail, Shop Supply, Misc. Supplies, or any combination of those.
- Sort report by: Choose to sort the report by Product Category or Manufacturer.
- All Product Categories or All Distributors: Select which categories or distributors to include in the report. Deselect the All option to reveal a list where you can select individual items.
- Only display products with inventory activity in Date Range: Limits the results to only those inventory items that had some kind of event that changed the on-hand count.
Running the report
- When you are ready to generate the report, select a Report Format beside the Run Report button.
- Here is a rundown of each format type:
- PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.
Note for viewing on iOS: If viewing a PDF on a mobile device running iOS, swipe from left to right on the screen to return to Meevo. - HTML: This is our original legacy format, which opens the report within Meevo. All of the functionality within that report is still there and available via the toolbar.
- XLSX: Each time you select Run Report, your browser auto-downloads the report in .xlsx format. Select the downloaded file in the browser footer to open the spreadsheet.
- PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.
- Select Run Report to generate the report in your chosen format. Depending on the type of report and criteria you entered, this process may take a few minutes.