Please note: only users with the "Edit inventory" permission can export inventory sheets.
There are a few different formats inventory sheets can be exported as.
By Category
Inventory items will be exported grouped by category. Totals for each category will also be included in the export.
By Purveyor
Inventory items will be exported grouped by purveyors. Totals for each purveyor will also be included in the export.
By Shelf to Sheet
Inventory items will be exported in the same order as you took inventory count. If a guide was used, the items will appear in the same order as the guide (unless further modifications were made while taking counts). If a guide wasn't used, the items will appear in the same order while taking counts.
To export an inventory sheet:
Desktop steps
Desktop steps
1. From the Inventory page, locate the inventory you wish to export and click the 3 dotted icon (ellipsis).
2. Click "Export".
3. Choose the format you wish to export to. After selecting an option the file will download to your device.
Mobile steps
Mobile steps
1. From the Inventory page, locate the inventory you wish to export and tap the ellipsis (three dotted icon).
2. Tap "Export".
3. Choose the format you wish to export to. After selecting an option the file will open in a new tab or save to your device.
