Forecasting Reports

ShippingEasy REPORTS include a number of preconfigured reports. These reports accommodate the reporting needs of most shipping operations. You can also schedule them to be emailed to you on a recurring basis. Though the columns cannot be edited or rearranged, they make for easy access to your inventory data. [Learn more about REPORTS.]

To generate an Forecasting Report, navigate to the PRODUCTS tab from anywhere in ShippingEasy by hovering and then selecting REPORTS.

Product Reports

ShippingEasy offers some Forecasting Reports to help track sales performance data and make replenishment recommendations. The following Forecasting Reports can be found on the INVENTORY MANAGEMENT page. Click through the following sections to learn what data is included in each report.

Available to Existing Inventory Management Subscribers

This feature is only available to existing Inventory Management subscribers. Non-Inventory Management subscribers can learn more about using the ShippingEasy Product Catalog.

At this time, we are not currently developing new features or functionality for our Inventory solution. This means that at this time we cannot address the issues you have with the current system. However, we do expect that in 2022, we will be introducing a new and improved Inventory experience.

Sales Velocity

The Sales Velocity Report is available to all ShippingEasy Inventory Management users and provides sales performance data on all active products across a set of time periods: the last 7, 14, 30, 60, and 90-Days.

The report can be filtered by Store to compare how a product performs across your different sales channels. The way the data is stored in ShippingEasy prevents us from removing products from the report that are not sold on the filtered store. Instead, these products will display as zero sales.

Products Included:

  • Active SKUs

  • Bundled SKUs

  • Variant SKUs

Sales Velocity Data included:

  • SKU

  • Alias SKU

  • Item Name

  • Units Sold (7-Day)

  • Units Sold (14-Day)

  • Units Sold (60-Day)

  • Units Sold (90-Day)

  • 7-Day Velocity

  • 14-Day Velocity

  • 30-Day Velocity

  • 60-Day Velocity

  • 90-Day Velocity

Data Excluded:

In some cases, data may be excluded:

  • No data is reported for SKUs that are inactive

Forecasting & Replenishment report

The Forecasting & Replenishment Report utilizes the actual sales velocity of your products to predict future sales and makes stock replenishment recommendations based on the sales history and forecast periods that you choose.

There are three settings along the top of the report which enables customization of the data:

  • Store: By default, "All Stores" will be selected from the Stores filter. Use the Store filter to capture sales data from a specific store in the forecasting calculations. For merchants that fulfill all sales themselves, this report will help determine how much to reorder for each "Store" to stock their warehouse and keep up with velocity projections.

    If you use either Fulfillment by Amazon or Amazon Multi-channel Fulfillment, the store filter data will depend on where products are stored:

    • If you only sell on FBA and all sales are fulfilled by Amazon: Filtering the "Store" to "Amazon" will show how much to reorder and send to Amazon to keep up with velocity projections.

    • If you sell a mix of products, but some SKUs are only fulfilled by FBA: When it is known which SKUs are fulfilled at FBA, filtering the "Store" to "Amazon" will show how much to reorder and send to Amazon of those specific SKUs. Likewise, knowing which SKUs are fulfilled by the merchant, the same insights can be used to restock the merchant's warehouse and keep up with velocity projections.

    • If you divide storage of individual SKUs between FBA and your warehouse: To make the best use of the "Store" filter, it helps to know what percentage of sales come from FBA and merchant-fulfilled channels. Using this proportion, filtering the "Store" to "Amazon" will help to calculate the quantity to reorder, and how much to retain versus send to Amazon.

    • If you use Multi-Channel Fulfillment to fulfill orders, but those orders are coming from a different sales channel: The guidelines above can be used to determine how much stock needs to be retained or sent to Amazon. Simply filter the "Store" to the channel where MCF orders come from.

  • Sales History : The report data will refresh automatically if you select a different Store, Sales History period or Forecast Period. Sales Velocity is calculated using your actual sales history. For new ShippingEasy users, an import of the last 90-days of sales per SKU will happen automatically when you integrate a new store.

    Sales History Options:

    • 7 day

    • 14 day

    • 30 day

    • 60 day

    • 90 day

  • Forecast Period: Typically, the Forecast Period chosen should cover the amount of time until you plan to reorder stock again as the QTB (Quantity to Buy) recommendation will be calculated to cover projected sales in the forecast period only.

    Forecast Period Options:

    • 7 day

    • 14 day

    • 30 day

    • 60 day

    • 90 day

    • 120 day

    • 180 day

Forecast & Replenishment data included:

  • SKU

    • Active Products

    • Product Variants

  • Alias

  • Item Name

  • Supplier Name

  • Units Sold

  • Velocity

    • Expressed as units per day, based on Sales History.

    • Rounded down to the nearest tenth e.g. 9.7

  • Available Stock

  • Awaiting Stock

  • Stockout

    • Days until Available stock is zero, rounded down to the nearest day.

    • If Velocity is zero, Stockout will be blank as there is no rate to determine when Available stock will run out.

    • If Available stock is negative (ie. you've oversold the product), Stockout will be negative as you're past-due to reorder.

  • Lead Time

    • User-defined value that identifies the amount of time between when a PO is placed and the replenishment order is received.

    • Set globally from INVENTORY SETTINGS or on the individual product. [Learn how to set up Lead Time.]

  • Lead Demand

    • Projected demand during the lead time.

    • Rounded up to the nearest unit.

  • Projected Available

    • Projected remaining Available stock taking into account Awaiting Stock and Projected Sales.

    • Rounded up to the nearest unit.

  • Projected Sales

    • Projected sales during the reorder period (Lead Time + Forecast Period).

    • Rounded up to the nearest unit.

  • Days to Reorder (DTR)

    • The number of days until a PO must be placed to avoid stockout, rounded down to the nearest day.

    • If Velocity is zero, DTR will be blank as there is no rate to determine when Available stock will run out.

    • If Available stock is negative (ie. you've oversold the product), DTR will be negative as you're past-due to reorder.

  • Quantity to Buy

    • The recommended quantity to buy in order to have enough inventory to fulfill all orders through the reorder period.

    • Rounded up to the nearest unit.

    • Takes into account the In-stock Expectation set on INVENTORY SETTINGS.

Data Excluded:

On some cases, data will be excluded:

  • No data is reported for SKUs that are inactive.

  • No data is reported for Bundle SKUs. While sales from the Bundle SKU are included in velocity metrics used to calculate forecast and replenishment suggestions, only the component SKUs that would be reordered are displayed in the report.

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