New Month-end Inventory Value report is not filtering by location

Solved

New Month-end Inventory Value report is not filtering by location

burntroot
Visitor
2 0 3

Shopify has recently changed the "Month-end Inventory Value" report and (inadvertently?) removed the ability to filter by location. We have 2 physical store locations, which use Shopify POS, as well as our online store. The old "Month-end Inventory Value" report was able to show inventory levels for each location. The new report only shows total inventory, but not by location. There is a filter metric entitled "Ending Inventory Value (at location)" however there is no obvious way to actually specify the location name. This appears to be a bug in the new report. Does anyone have any insight on how to show month-end per-location inventory with this (or any other) report?

Accepted Solution (1)

dharrick
Tourist
8 1 7

This is an accepted solution.

Hi!! I solved it with an amazing customer support guy called ian - this is what he said to do:

"What I did was to add the metrics 'ending inventory units (at location)' and 'ending inventory value (at location)', with this I was able to add the filter 'inventory location name' and there it allowed me to select each location to see their data"

 

Im attaching an image - of the sidebar 🙂

Hope it helps!!

 

 

View solution in original post

Replies 11 (11)

Tropicsurf
Shopify Partner
1 0 0

Not yet but I am in the process of trying to work it out! About to start a chat with Shopify as we rely 100% on this report for our year-end stocktake at our different locations. Terrifying to think we might not be able to filter by location!

 

MichaelTech1
Tourist
10 0 3

You're right, Shopify's recent update to the "Month-end Inventory Value" report removed the ability to filter by location, which is a major issue for multi-location stores. While the metric "Ending Inventory Value (at location)" still appears, there's currently no way to select a specific location,this seems like a bug.

As a workaround, you can try using custom reports (if on Advanced/Plus plans) or export the data and filter by location in a spreadsheet. I'd also recommend reporting this to Shopify Support to help escalate the issue.

Michael | Shopify Expert & Digital Marketer
 Based in Berlin, Germany
 Store Design |  Marketing Strategy |  eCommerce Growth
 Let’s connect and build your success:

michaelbabatunde863@gmail.com
mscmith11
Pathfinder
83 0 175

Shopify support is never able to assist, they will tell you that they will start a case, ticket, whatever. Nothing ever comes of this.

Support has very little knowledge of the system itself. I believe that Shopify is purposely manipulating the data available to merchants and forcing reliance on 3rd party apps to find answers. This is not the answer. They recently did the same to their "Finance Summary" which is no longer a finance summary, completely useless by merchants.

dharrick
Tourist
8 1 7

hi - export where? i can see either inventory per location with no price/cost or products without locations!

mscmith11
Pathfinder
83 0 175

Great question, I posted a similar question to @shopify as to how to view month end value by "LOCATION".

 

PLease respond @Shopify 

dharrick
Tourist
8 1 7

i need this too! its incredible how they just switch and take away basic stuff.

dharrick
Tourist
8 1 7

This is an accepted solution.

Hi!! I solved it with an amazing customer support guy called ian - this is what he said to do:

"What I did was to add the metrics 'ending inventory units (at location)' and 'ending inventory value (at location)', with this I was able to add the filter 'inventory location name' and there it allowed me to select each location to see their data"

 

Im attaching an image - of the sidebar 🙂

Hope it helps!!

 

 

burntroot
Visitor
2 0 3

That works! Thank you!

mscmith11
Pathfinder
83 0 175

@Shopify Support guy Ian needs an award! I have never known the customer service agents to even know what I am talking about no less provide a solution such as this, bravo!

Thank you for taking the time Dharrick to posting this. After you have set up these filters in the report, you can simply save it as a template. I have no idea why Shopify does not have this as an available default but thank you, I am sure it has saved alot of people time and stress. And look, no 3rd party app required, hooray~~ This is because all the data is actually there, just under the surface @Shopify take note.

The_Dude2
Visitor
1 0 0

Thanks! works for me! 

Min2Max
Shopify Partner
1 0 0

Thank you Dharrick! That's massively helpful! Why don't Shopify help know how to do this they must be getting 100s of queries as its such a fundamental need for retailing!!