Inventory Snapshot

On the Inventory report, location/company owners have the ability to record historical inventory levels by saving a snapshot of the data as of that moment and downloading it later as a CSV. This can be done manually as necessary or automatically on a nightly basis.  

Things to know:

• The inventory snapshot is only available to location/company owners
• For franchise businesses, the setting is managed at the child level 
• Automatic Snapshot:
  • The automatic inventory snapshot is performed every night at 11:00 p.m. If multiple locations are associated with an account, the inventory snapshot will be performed at 11 p.m. of the latest timezone. For instance, if your business has locations in both New York (EST Timezone) and Los Angeles (PST Timezone), the Los Angeles time will be used.  
• Manual Snapshot:
  • If you filter by a location with no data, the option to generate the snapshot will NOT be visible.
  • The snapshot button is visible as long as you don't change filters - If you change filters, the button will disappear but will reappear after you click the Update button. This was done to avoid confusion and make sure that you understand what data is being snapshotted.
  • The snapshot respects the location filter, so if location A is selected, the snapshot will only display data from that location when it is generated.

Content:

Set up Automatic Nightly Snapshots

Manually Generate a Snapshot

Set up Automatic Nightly Snapshots

1. Navigate to Business Setup > Settings 
2. Scroll down to the Reports section
3. Set the "Take Daily Inventory Snapshot" setting to YES                                               
4. Save your changes 

Once enabled, it cannot be disabled, and the button will remain grey. A snapshot of the inventory report will be taken automatically on a nightly basis and stored as a CSV in the Snapshot section of the inventory report.

Manually Generate a Snapshot

To manually generate an inventory snapshot:

1. Navigate to Dashboard > Reports

2. Under the POS section, select the inventory report

3. Filter by a location with data

4. Select the Update button

5. Click on the Create Snapshot link in the top right corner above the export icons 

When clicked, a snapshot of the data will be taken and stored as a CSV, which can be downloaded at any time under the Snapshots tab of the report. 

Snapshot Tab