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
-
Log in to the 3PL Client Portal
-
From the left-hand menu, click Reports
-
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.