Skip to main content

Export Inventory Data (Excel)

info

This page describes procedures for environments using Inventory Management (New Method).

If your screen layout differs from the one shown on this page, refer to the Inventory Management (Conventional Method) manuals.

Overview​

This feature extracts and aggregates inventory data in Inventory Management (New Method) and exports it as an Excel (XLSX) file.

Purpose​

Exporting inventory data in Excel format allows you to check current inventory and loan inventory quantities and use the inventory status for analysis and business decisions.

You can select products or SKUs to retrieve the required inventory data in bulk, reducing the time required to aggregate inventory information manually.

Feature Description​

Data Export Type (Aggregation Unit)​

You can specify one of the following as the aggregation unit for the exported data.

  • Current inventory data
    Exports the combination of SKU, facility, location, segment, lot, Inventory Disposition, and Inventory Owner Type as a single row.
  • Loan inventory data
    Exports the combination of buyer and SKU as a single row.

Current Inventory Data Output​

Current inventory data lets you check inventory quantities together with information such as the SKU, facility, and location.

The exported quantities are as follows.

  • On-hand Quantity: The total quantity of the target inventory.
  • Allocated Quantity: The quantity of allocated inventory. This includes quantities allocated but not yet picked and quantities that have been picked.
  • Allocatable Quantity: The quantity of inventory that can be newly allocated, taking inventory disposition and usage restrictions into account. It is not necessarily the value obtained by subtracting Allocated Quantity from On-hand Quantity.

Loan Inventory Data Output​

Loan inventory data lets you check the loan status of SKUs for each buyer. Quantities are aggregated without separating lots or segments.

The exported quantities are as follows.

  • Current External Holding Quantity: The remaining loan quantity after subtracting the returned quantity and the quantity confirmed as used for sales or deliveries from the loaned quantity.
  • Allocated Quantity: The quantity of loan inventory that has already been allocated to orders or delivery notes.
  • Available Residual Quantity: The remaining quantity that has not yet been reserved, calculated by subtracting Allocated Quantity from Current External Holding Quantity.

Instructions​

Navigating to the Inventory Data Export Screen​

  1. Click the Data Export menu.
  2. Click the Inventory tab.
    The Inventory data export screen opens.

How to Fill Out the Form​

  1. Export Type
    Select one of the following from the pull-down menu according to the type of inventory to export.

    • Current inventory data: Exports data for checking the current inventory status.
    • Loan inventory data: Exports data for checking loaned inventory by buyer.

  2. Target Records
    Specify the target records using the radio buttons.

    • Select products: Inventory for the SKUs belonging to the selected products is included in the export.
    • Select SKUs: Inventory associated with the selected SKUs is included in the export.

    If you change Target Records after selecting products or SKUs in Select Target Products or Select SKUs, the selected products or SKUs are cleared.

  3. Filtering Conditions

    Specify conditions as needed. Inventory that matches the specified conditions is exported.

    info

    The available filtering conditions differ depending on the selected Export Type.

    • For Current inventory data: You can filter by facilities, locations, segments, and lot code.
    • For Loan inventory data: You can filter by the loan destination buyer.

    For Current inventory data
    Select or enter the following items. If an item is not specified, the inventory is not filtered by that item.

    • Facilities: Select facilities by checking their checkboxes. You can select multiple facilities.
    • Locations: Select locations by checking their checkboxes. You can select multiple locations.
      • Select Facilities before selecting a location. If you change the selected facilities, locations that are not associated with the selected facilities are cleared.
    • Segments: Select segments by checking their checkboxes. You can select multiple segments.
    • Lot code: Enter the lot code. To specify multiple lot codes, separate them with commas.

    The options for facilities, locations, and segments differ depending on the brand settings. For details, refer to the following manuals.

    For details about lots, refer to Create a Purchase Receipt from a Supplier.

    For Loan inventory data
    Select the loan destination Buyer.

    • You can select up to 500 buyers.
    • If you do not select a buyer, all buyers that you have permission to view are included.

  4. Select Target Products or Select SKUs
    Select the products or SKUs by checking their checkboxes.

    • You can select from 1 to 500 products or SKUs.
    • You can filter products or SKUs by specifying search conditions.
    • The options displayed match the selection specified in Target Records. Products and SKUs cannot be used together.
    • If you change Target Records after selecting products or SKUs, the selected products or SKUs are cleared.

Downloading Inventory Data​

  1. After checking the entered information, click the Download XLSX button.

    The generation process starts, and the Excel file is downloaded directly when the process succeeds.

Important Notes​

Selecting Export Targets​

You cannot export inventory data without selecting products or SKUs.

You can select up to 500 products or SKUs.

Targets for Current Inventory Data​

Inventory whose On-hand Quantity is 0 or less, inventory in transit, and inventory in external locations such as loan destinations are excluded from current inventory data.

For inventory with dispositions such as hold or damaged, Allocatable Quantity may be 0 even when On-hand Quantity remains.

Inventory Disposition and Inventory Owner Type indicate the status and owner of the target inventory. They cannot be specified as export conditions.

Targets for Loan Inventory Data​

Rows with a Current External Holding Quantity of 0 or less are not exported. Rows with a Current External Holding Quantity remaining are exported even when the Available Residual Quantity is 0.

Output File Language and Items​

The output language follows the current display language of the app. When the app is displayed in Japanese, the column headers are in Japanese; otherwise, they are in English.

For product names and similar values, the value registered for the applicable language is prioritized. If no value is registered, the manufacturer's default language and other fallback languages are used.

If there are no target inventory records, an Excel file containing only the headers is exported.

Manufacturing cost and inventory value are not exported. You cannot specify a past date to export inventory as of that date.