Why use the (Green) Inventory Report?

The Green Inventory Report provides you with a glance and also in-depth information to have a better overview of the changes in your Green Inventory.

The data also helps you with accounting, taxes, and quality and cost management. 

The (Green) Inventory Report overview page

By following the steps below, you can open the (Green) Inventory Report overview page:

1. Log in to the online platform C-sar.
2. Navigate to Reports on the main menu bar.
3. Select the Inventory Report. 
   

   

4. By scrolling down to the bottom of the page, you can select between the following viewpoints the values are displayed:
   
   • By lot
   • By location
   • By name

The (Green) Inventory Report has two report types:

1. Snapshot Report
2. Timeframe Report 

Snapshot Report

The (Green) Inventory Snapshot Report shows your green inventory on a specific day and/or a specific location. 
 

1. Log in to the online platform C-sar.
2. Navigate to the Reports on the main menu bar and select (Green) Inventory Report.
3. Select your preferred Date and/or Locations (1 and 2).
4. Select the State (3). You can choose between the following states:
   • Raw green
   • Parchment
   • Dry cherry
5. Click on the Apply filters (4) button. 
6. Scroll down to the bottom of the page and select between the following viewpoints (5):
   • By lot
   • By location
   • By name

Timeframe Report 

 

The Start date weight is based on the actual Registration Start date of the lot and not the Start date of the Inventory Report.

If the Start date is set earlier than the lot's Registration date, the weight column and value for the Start date will show as zero "0".

 

 

1. Log in to the online platform C-sar.
2. Navigate to the Reports on the main menu bar.
3. Select Inventory Report.
4. Switch from the Snapshot Report view to the Timeframe Report view by clicking on the respective tab. 
5. Select a Date range and/or Locations (1 and 2). 
6. Select the State (3). You can choose between the following states:
   • Raw green
   • Parchment
   • Dry cherry
7. Click on the Apply filters (4) button. 
8. Scroll down to the bottom of the page and select between the following viewpoints (5):
   • By lot
   • By location
   • By name

Sections

• Green Inventory Overview section
• Viewpoints

The Green Inventory Overview section

1. Select the (Green) Inventory Report type.
2. Apply the following filters:
   • Date or Date Range
   • Locations
   • State
3. The following data will be shown in the next Green Inventory Overview section:
   • Weight (kg/lbs)
   • Value (USD/EUR)
   • Number of locations
   • Number of lots
   • Number of lots in low stock: The lots that have an inventory level under the lot's specified Minimum inventory level.
   • 4 weeks run out: Quantity of lots with 4 weeks run-out prediction.
   • 2 weeks run out: Quantity of lots with 2 weeks run-out prediction.

Viewpoints

Scrolling down the (Green) Inventory Report overview page, you can select between the following viewpoints:

• By lot
• By location
• By name

By lot
The By lot view shows each lot in each location as a single line (e.g., if you have a lot allocated among multiple locations, you will see an individual listing for the lot in each location).

1. Customize: By clicking on the dropdown next to the Customize button and you can easily refine your report. You can also include consumed lots for the selected period:
   

   

2. Eye icon: It displays the Transaction History of the selected lot. 
   

   

3. Total row: It 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.
4. Show: Changing the total number of items per page also affects the number of items taken into account by the report's total row.

By location
The By location view allows you to take a closer look at the data regarding your locations. 

1. Customize: By clicking on the dropdown next to the Customize button and you can easily refine your report. 
   

   

2. Total row: It 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.
3. Show: Changing the total number of items per page also affects the number of items taken into account by the report's total row.

By name
The By name view displays the sum weight for all the lots with the same unique ID-tag among all your locations.
In case you operate only one location, the numbers from the By name-view are equal to the By lot-view.

1. Customize: By clicking on the dropdown next to the Customize button and you can easily refine your report. You can also include consumed lots for the selected period:
   

   

2. Total row: It 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.
3. Show: Changing the total number of items per page also affects the number of items taken into account by the report's total row.

Exporting the (Green) Inventory Report

By following the steps below, you can export your (Green) Inventory Report to Excel: 

1. Click the button. 
   

   

2. A window will pop up where you can select which fields (columns) you want to include in the Excel report by clicking on the respective checkboxes. The fields (columns) differ according to your selected viewpoint. The By lot viewpoint is displayed on the following screenshot: 
   

   

3. Click Export to Excel. 

Congratulations! You are now ready to use the (Green) Inventory Report.

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