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Store Inventory report ​

An Excel list of every stock in your stores this season, with how much went in, how much came out and what's left.

Use it for stock takes, end-of-season reconciliations, or when a grower asks what you're holding for them.

Filters ​

In the left sidebar, open Reporting › Download Reports, then click Excel on the Store Inventory row.

Download Store Inventory dialog in Potato Diary for an Excel listing of stock held in store, filtered by grower and site

FieldRequired?If left empty
Growers (optional)NoEvery grower
Sites (optional)NoEvery site

The report only includes stock recorded against the season chosen in the sidebar, for the teams chosen in the sidebar team picker.

What's in the file ​

The workbook has one sheet, Potato Store Inventory, with one row per stock. Rows are grouped by grower, in name order. The columns are:

ColumnWhat it shows
TeamThe team the grower belongs to.
SiteThe site the store is on.
Potato StoreThe store holding the stock.
BayThe bay, where the store has bays.
Stock RefThe stock's own reference.
GrowerWho grew the crop.
Customer RefThe planting's customer reference.
Field RefThe field the crop came from, or its source if it didn't come from one of your fields.
VarietyThe variety.
In (Mt)Tonnes loaded in.
Out (Mt)Tonnes moved out.
Balance (Mt)In minus Out.
Loading DateWhen the stock was first loaded.
Last VisitedThe date of the store's most recent visit.

A bold totals row at the bottom adds up In, Out and Balance.

Stores with no stock this season are left out, and so are growers with no stock in store.

Filename ​

potato-store-inventory.xlsx

What's next ​

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