Inventory / Item Management
      Back to home
      1. Knowledge Base
      2. Inventory / Item Management

      How To Perform an Inventory Snapshot in InfoPlus

      An Inventory Snapshot is used as a way to export the inventory levels of all SKUs on a specific date. The Inventory Snapshot can be used to report on the inventory levels at the beginning and end of each month.

      1. Navigate to the Inventory Snapshot Table in InfoPlus

        Inventory Snapshot Table

      2. Filter by the Snapshot Date

        Once on the Inventory Snapshot table, you will use the Snapshot Date field to set the date that you would like to view the snapshot.

        Reminder: The snapshot is taken at 3 AM CST each day. Therefore, if you are wanting to view the snapshot for the LAST DAY OF THE MONTH, it is best to set the date as the FIRST DAY of the next month.

        • Example: If you want the Snapshot report for the last day in May (5/31), you should set the snapshot date as June 1st (6/1)

      3. Other Filters to Consider

        Warehouse Filter
        • The Warehouse Name field on the Inventory Snapshot Table
        • If you have inventory at multiple of our facilities, you may also want to filter the Inventory Snapshot table by the warehouse.