The following article shows you how to use the Inventory Report to track your lots and how to export the information from Cropster.
The Inventory report
The Inventory Report shows your green inventory on a specific day, and/or a specific location. The Inventory report has two Report types:
Hint: Include Consumed lots on your report by clicking on the Customize drop-down menu, and enabling the Include consumed lots for... toggle button.
Snapshot Report
The Inventory Report's Snapshot Report view shows your green inventory on a specific day and/or a specific location.
- To open the Inventory Report, go to Reports > Inventory Report.
- Select your preferred Date and/or Locations, then click the Apply filters button.
- Switch between the By lot-, By location-, and By name-view by clicking on the tabs below the Overview Green Inventory section.
Timeframe Report
Roast Professional only (Note): You can switch from the Snapshot Report view to the Timeframe Report view of the Inventory report by clicking the respective tab.
- To open the Inventory Report's Timeframe Report view, go to Reports > Inventory Report > [Timeframe Report]
- Select a Date range and/or Locations , then click the Apply filters button.
- Switch between the By lot-, By location-, and By name-view by clicking on the tabs below the Overview Green Inventory section.
Upon switching from the Timeframe Report view, to the Snapshot Report view (or vice versa), the set date range will be reset to the default* date(s).
* = By default, we set the Timeframe Report's date range to the last finished month (e.g. if you are in January we would default to the range, 1st of December to 31st of December).
If the Start date is set to a date prior to a lot's registration date, the Start date weight column will display zero "0 lb/kg".
In the time-frame view you get additional columns that showcase:
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Start and end weight columns*
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Start and end value columns**
- Weight change
Note: The Weight Change column value for a lot (i.e. PG-XXXX), is equal to Start date weight*, subtracted from the End date weight*.
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Value change
Note: The Value Change column value for alot, is equal to Start date value**, subtracted from the End date value**.
- Transactions within this specific time-frame
To learn more about the Inventory report's transaction modal via the By lot- page, please click here.
Overview Green Inventory
The Overview Green Inventory provides you with 7 key numbers that should give a good idea of the amount, and the financial health of your stock, all within a glance. The values can be adjusted according Date, and Location.
- Weight (kg/lbs)
- Value (USD/EUR)
- Number of locations
- Number of lots
- Number of lots in low stock**
- 4 weeks run out***
- 2 weeks run-out***
** = In low stock lots are lots that have an inventory level under the lot's specified Minimum inventory level, click here to learn more about setting a Minimum inventory level for a lot (optional).
*** = Quantity of lots with 2 and 4 weeks run-out prediction.
The By lot-view shows each individual lot in each location as a single line (i.e. If you have a lot allocated among multiple locations, you will see an individual listing for the lot per each location)
- Customize (1): Click the Customize button and add and remove fields by (un)checking the boxes of the categories.
- Transaction history (2): Click the Eye icon to display a pop-up modal displaying the transaction history of the lot:
Note: If the Comment column is not displayed, click here to learn how to enable it from the transaction history modal.
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Total (3): Total row displays the sums or counts for the visible items on the page. In case of selected rows, the total row only displays results for those selected.
- Show # (4): Changing the total amount of items per page, also affects the amount of items taken into account by the report's total row.
If you want to take a closer look at data about your locations, switch to the By location-view. 
- Customize (1): Click the Customize button and add and remove fields by (un)checking the boxes of the categories.
- Total (2): Total row displays the sums or counts for the visible items on the page. In case of selected rows, the total row only displays results for those selected.
- Show # (3): Changing the total amount of items per page, also affects the amount of items taken into account by the report's total row.
By name
In the case you have the same lot with the same ID-tag across multiple locations, the By name tab will display the sum weight for all the lots with the same unique ID-tag among all your locations.
Note: In case you operate only one location, the numbers from the By name-view are equal to the By lot-view.
Note on the Run out estimation: In the By name tab, the run out estimation shows the summed run out estimation of all the lots with this name, across all locations. For example, if there is one lot that has a run out estimation of 2 weeks and another lot with the same name that has a run out estimation of 4 weeks, the run out estimation in the By name tab would show 6 weeks. This calculation does not include any green inventory that has not yet been roasted.
- Customize (1): Click the Customize button and add and remove fields by (un)checking the boxes of the categories.
- Total (2): Total row displays the sums or counts for the visible items on the page. In case of selected rows, the total row only displays results for those selected.
- Show # (3): Changing the total amount of items per page, also affects the amount of items taken into account by the report's total row.
Downloading the Inventory Report
By lot selection
To export a particular selection of lots, select the specific lot(s) you want to export into Excel.
When you have selected the lots for exportation, click the Excel button to prompt the export customization window.
By page
Select the amount of items displayed per page.
Once you are happy with the amount of items in the page, click the Excel button to prompt the export customization window.
Customize Excel export
Upon clicking on the Excel button, the report's export customization window will be displayed.
Once you are happy with the selection, click on the Export to Excel button.
Transaction history (comments)
Through the Inventory report, you may now view transaction comments made when carrying out Warehouse distribution and Adjust weight functions.
To view transaction comments, follow the instructions below:
- From our online platform C-sar, go to Reports > Inventory report
- Under the By lot section for the report, click on the Eye icon to open up the transaction history modal.
- If the Comment column is disabled, click Customize and verify the Comment box is enabled.
- To Export the transaction history of a lot, click the Excel (.xls) button from the lot's transaction history modal.
Congratulations! You are now ready to use the Inventory Report!
Thank you for being a Cropster customer! If you have feedback, questions, or concerns, please feel free to reach out by submitting a support ticket directly from support.cropster.com.
We design and make alterations to our software based on user feedback, so we look forward to seeing what you have to say!
