Export Inventory Data (Excel)
Overview
This feature allows you to extract and aggregate inventory data and export it as an Excel (XLSX) file.
Purpose
Exporting inventory data in Excel format supports sales analysis, understanding inventory status, and formulating purchase plans, helping drive sales through better use and analysis of data.
It also eliminates manual aggregation, reducing man-hours and freeing up time.
Feature Description
Data Export Type
You can specify one of the following as the aggregation unit for the exported data.
- SKU per inventory label and location
Exports the combination of Inventory Label, Inventory Location, and SKU as a single row. If the Manufacturing Cost differs, rows are exported separately. - SKU per inventory label
Exports the combination of Inventory Label and SKU as a single row. The Manufacturing Cost will be taken from the latest inventory data. - SKU per inventory location
Exports the combination of Inventory Location and SKU as a single row. The Manufacturing Cost will be taken from the latest inventory data. - SKU
Exports inventory as one row per SKU. The Manufacturing Cost will be taken from the latest inventory data.
Basic Settings for Output File
You can configure basic information for the output file, such as the Target Language, Email For Notification, Description, and Manufacturing Cost settings.
For Manufacturing Cost, you can specify whether to apply the latest manufacturing cost from the SKU master (defined within the product master) for SKUs with different cost information.
Specifying Output Targets
Inventory data to be exported is specified by the combination of Inventory Labels, Inventory Locations, and Products.
Multiple Inventory Labels and Inventory Locations can be specified, and the inventory quantity and Total Manufacturing Cost will be summed up.
Inventory Labels and Inventory Locations that are not specified will be excluded from the export.
Instructions
You can export and download inventory data using the following flow.
Export Inventory Data
Navigating to the Export Screen
- Select the Data Export menu.
- Click the Inventory tab.
- Click the Data Export tab.
*It is open by default.
How to fill out the form
-
Data Export Type
Select one of the following from the pull-down menu.- SKU per inventory label and location
- SKU per inventory label
- SKU per inventory location
- SKU
-
Target Language
Select the file language from the pull-down menu. -
Email For Notification
Enter the email address to receive the URL for downloading the exported XLSX file. -
Description
Enter an internal memo regarding the export. -
Manufacturing Cost
Use the checkbox to specify whether to export the manufacturing cost by applying data from the SKU master (defined within the product master) instead of the inventory data.- Apply SKU's latest manufacturing cost is enabled: Exports the manufacturing cost from the latest SKU master (defined within the product master).
- Apply SKU's latest manufacturing cost is disabled: Exports the manufacturing cost set in the inventory data.
-
Target Inventory Labels
Check the checkboxes for the Inventory Labels to be exported.- Multiple Inventory Labels can be selected.
- Labels that are not selected will be excluded from the export.
-
Target Inventory Locations
Check the checkboxes for the Inventory Locations to be exported.- Multiple Inventory Locations can be selected.
- Locations that are not selected will be excluded from the export.
-
Select Target Products
Check the target products to be exported.- You can narrow down products by entering criteria in Search Products.
- To select all products that match the search criteria, click Select All.
- To uncheck all, click Remove All Selections.
Executing the Data Export
Once all items are filled in, click the Submit button.
The data export process will begin in the background.
When the process is complete, a download URL will be sent to the configured notification email address.
To download from the screen, proceed to the next step.
Download exported inventory data file
Once the data export process is complete, download the Excel file using the following steps.
Navigating to the Download Page
- Click the Data Export menu.
- Click the Inventory tab.
- Click the Downloads tab.
Downloading the File
-
Click the Update button to check the completion status of the data export process.
The Download button will not appear if the process is not yet complete. -
Once the process is complete, click the Download button.
You can download the Excel file (.xlsx).
Important Notes
Output Methods for Manufacturing Cost and Data Export Type
This feature exports data aggregated per SKU rather than exporting inventory data directly.
If Manufacturing Costs differ between inventory data, caution is required as the manufacturing cost of the newer inventory data will be adopted for export.
When exporting with SKU per inventory label and location, as an exception, rows will be exported separately for each manufacturing cost held by the inventory data.
If Apply SKU's latest manufacturing cost is enabled, it will be exported with the manufacturing cost from the latest SKU master (defined within the product master).