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How do I use the Inventory Report in the 3PL Client Portal?

CLIENT GUIDE: Here’s a guide for viewing, filtering, and downloading real-time inventory data managed by your 3PL provider.

The Inventory Report in the 3PL Client Portal provides a full overview of your product inventory across all active warehouses and storage locations. This includes real-time stock levels, aging, warehouse assignments, and SKU details—giving you visibility into your current storage position and inventory health.

This report is helpful for:

  • Monitoring inventory levels across multiple warehouses

  • Auditing aging stock

  • Reconciling received stock vs. fulfilled orders

  • Reviewing product readiness for upcoming sales


📍 How to Access the Report

  1. Log in to the 3PL Client Portal

  2. From the left-hand menu, click Reports

  3. Select Inventory Report from the list


🎯 Set Your Filters

To tailor the report to your needs, set the following filters:

  • Warehouse: Choose specific warehouse(s) where your inventory is stored

  • SKU or Product Name: Search by partial or full SKU/product names

  • Date Range (for aging): Filter based on how long items have been in inventory

  • Status: In stock, out of stock, low stock, etc.

Once your criteria is set, click Search.


📊 What the Report Shows

The report will display the following key fields:

  • SKU

  • Product Name

  • Warehouse Location

  • Quantity In Stock

  • Allocated Quantity

  • Available to Ship (ATS)

  • Inventory Age (days in stock)

  • Last Received Date


📥 Downloading the Report

Click Download to export the inventory report to Excel (.xlsx) or CSV format. This is helpful for:

  • Sharing with internal inventory or purchasing teams

  • Cross-referencing against your own ERP or PIM data

  • Spot-checking inventory reconciliation


🧠 Tips & Use Cases

🧾 Use the aging column to identify slow-moving stock for potential promotions.
🏷️ Monitor ATS closely if you're preparing for high-volume sales or flash events.
📦 Use this report to forecast restock needs by warehouse.


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