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Sales and inventory history
Sales and inventory history
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Written by Sara Jaffer
Updated over 3 months ago

The sales and inventory history page displays historic information for a variant to provide more context around the forecast. On this page, you can view the data that was synced from Shopify and see how Inventory Planner used the data to determine whether the variant was available to be sold on a specific day.

The figures on this page cannot be changed – they are displayed for your reference.

Key dates

The dates to be aware of are:

  • Available sales and inventory data (range, “from”-“to”)

    • From: The “from” date is:

      • either 2 years ago (not including today’s date),

      • or the “Created at” date if the product was created within the last 2 years.

    • To: The “to” date is the date of the last nightly sales and inventory sync. It represents the last sync that ran before today’s date.

  • Created at: The date the variant was created in Shopify. It may be before or after the “Published at” date:

    • Before: Variants created before publishing, a product without variants

    • After: A variant added after the parent product was published

  • Published at: The date the product was published in Shopify. It’s set at the product level, not the variant level, and may be blank if the variant isn’t yet published.

Sales and inventory history data

The data available in the sales and inventory history screen is as follows:

Field

Description

Date

The date the data in this row is from.

Inventory

The inventory level at the time of the sync on the date.

If the date is before the first sync with Inventory Planner, this field will be left blank.

This data is taken from Shopify.

Sales

The net sales made on the date. Net sales is calculated by subtracting returns from gross sales.

The sales data is taken from Shopify.

Returns

The returns made on the date.

Note that returns correspond to the date a variant was returned into stock, not the date it originally sold.

Gross sales

The gross sales made on the date.

Sell when stockout

The state of the “Continue selling when out of stock” setting in Shopify at the time of the sync on the date. If checked, a checkmark will appear in this column. If left blank, an "x" will appear.

If the setting was changed after syncing, it won’t update.

If the date is before the first sync with Inventory Planner, you'll see a question mark.

Available to sell

Inventory Planner calculates whether the variant could be sold on the date, and so whether the date should be included when counting the total number of sellable days, which is then used in calculating the forecast. Learn more about the forecast calculations here.

To be considered available to sell on a particular date, the variant must:

  • Be published

  • Have inventory, unless “Continue to sell when out of stock” is enabled

Because Shopify does not sync historical inventory setting data, the calculation uses different rules for dates before the first sync.

For those dates, a variant will be considered available to sell if its “Created” date and “Published at” date both fall outside the last two years. If one or both dates were within the last 2 years, the behavior is as follows:

  • If the “Published at” date was after the “Created” date, the variant is considered available to sell from the “Published at” date up to the date of the first sync, after which it uses the above rules.

  • If the “Published at” date was before the “Created” date, the variant is considered available to sell from the “Created” date up to the date of the first sync, after which it uses the above rules. Dates before the “Created at” date aren’t displayed.

This treatment of the data produces a slightly more conservative forecast, which will be more noticeable the longer your forecast period.

Note that the available to sell figure is calculated at the time of the nightly sync. It will not update during the day, but will be recalculated at the next nightly sync.

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