Not sure where to start with the Restock Report? Here's some information to help set you up for success!
You can also view our full breakdown of the report here- Restock Report - Overview
Note: You must be subscribed to Insights to have access to the Restock Report.
First Time Using the Report - Velocity Report Use
First Time Using the Report - No Velocity Report Use
First Time Using the Report - Velocity Report Use
To access the Restock Report, click the Insights tab and select Restock Report from the dropdown menu.
If you track items on the Velocity Report and chose to add them to your Restock Report when signing up to try Insights, you will see that they have populated the Restock Report when viewing it for the first time. More information on this topic can be found here- Managing your Insights Trial and Subscription
You're all set to begin customizing your report by adding additional items, filtering data, setting up custom views, and more!
For steps to help with this, please refer to the other sections of this article or our complete overview here- Restock Report - Overview
First Time Using the Report - No Velocity Report Use
To access the Restock Report, click the Insights tab and select Restock Report from the dropdown menu.
If you did not track any items on the Velocity Report, you will see the following message when viewing the Restock Report:
In order to use and customize the report, you'll need to add items to it first.
Add Tracked Items
Click + Track Items Now to begin adding items. This will open a window where you can search your inventory for MSKUs you want to add or remove from the report, then update it accordingly.
Search for the item(s) by entering the keywords, ASIN, FNSKU, MSKU, tags (enter # first), or UPC into the Search bar.
To help locate items, the Update Tracked Items window also has the following sortable columns:
- Item Title (also shows the ASIN, MSKU, Fulfillment Channel, and qty On Hand for the item)
- Status (Tracked or Not Tracked)
- Lead Time (Can be edited in this window)
Once you locate the items you want to add to the report, click the Status toggle next to it to change it to Tracked or Not Tracked.
As you change the Status toggle for items, the number next to Pending Updates will update accordingly to track the number of MSKUs that will be updated on the report.
After making your selections, click Update Report.
Then, click Load Your First Report to get started!
Manually Add Tracked Items From the Inventory Pages
To add items to the Restock Report from the Inventory>FBA or Merchant pages, click the checkboxes next to them and click Add to Restock Report towards the bottom of the page.
In addition, you can manually enter Lead Times for items from the FBA and Merchant Inventory pages if you'd like to. For more information, please see- Assigning Lead Times Using the Inventory Pages
Creating Custom Views
You can create and save custom views of your Restock Report for easy access later. There is no limit to how many Custom Views you can create, so the options are (almost) endless!
If needed, click the arrow towards the left of the page to open the Report Options and Grid Customizations menu.
Under Report Options, click Create Custom View.
A window will appear to set up your new Custom View.
Enter the name for the view (up to 20 characters) and choose the following View Defaults:
- Report Timeframe - Show data for the last 7, 14, 30, 60, 90, 365 days, or All Time.
- Est Replen Period - This sets the number of days the Est Replen Qty shown for items should cover you. The default setting is 30 days and can be changed to 60 or 90 days. (As an example, if 30 days is selected, the Est Replen Qty will reflect the number of units needed to avoid stockouts over the next 30 days.)
- Outliers - If there is a sudden spike (high or low) in sales for an MSKU, we identify this as an Outlier. You can toggle including data for these instances to Included or Excluded.
- Safety Stock - This is the amount of stock recommended to have on-hand in case you start selling more than usual. You can toggle including this data On or Off.
- Stock Statuses - You can select to see only items in certain Stock Statuses. The status(es) with checkmarks next to them will be included.
Click the Stock Statuses individually to remove or add the checkmarks, then click "Done".
- Channels - Choose to show MSKUs for a specific fulfillment channel (FBA or MFN) or both. The channels with checkmarks next to them will be included.
Click the channels individually to remove or add the checkmarks, then click "Done".
- Sorting - You can filter how the data is shown in up to two columns by setting them up in your filters. By default, Sort 1 will have Stock Status descending in place.
You can change this to sort by any sortable column currently visible in the View by clicking directly into the Sort fields and changing the selections.
To switch between the columns displaying data in ascending or descending order, click on the arrow icons next to the Sort fields.
- Tags - You can enter tags to filter results to only show MSKUs with those tags.
As you begin typing your tag, you will see that a hashtag is automatically added in front of it. To add multiple tags at once, tap the space or enter/return key on your keyboard or add a space in between the tags. If you need to delete an entered tag, click the "x" next to it. To delete all tags that were entered, click the large "X" to the right of the field.
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Sales Status - You can choose to only include MSKUs that have had sales in the Timeframe selected by checking the box next to "Only Items w/ Sales".
Once you've made your View Selections, choose the columns you want to include in the Custom View by clicking the checkboxes next to them to select or remove them.
To expand or collapse this section, click the arrow in front of Column Options.
The selected columns will display under Visible Columns, and the ones not selected will be under Available Columns.
By clicking and holding the dots to the right of each Visible Column name, you can drag and release them to change the order they will appear on the Restock Report.
Once you're happy with your selections, click Save Custom View.
It will now be available to choose from when clicking the arrow next to the current View name.
For column definitions and steps to edit custom views, please see- Restock Report - Overview
Stock Statuses
You can filter your items by Stock Status to focus only on the data you want to see by clicking the different options towards the top of the report.
The statuses include:
- No Stock
- Restock Now
- Restock Soon
- On Order
- Stocked
For information on the different statuses, please see- Restock Report - Stock Status Definitions
Depending on what data you want to see, you can select just one or multiple statuses.
When a Stock Status is grayed out, it is not selected, so items with the status are not shown in the grid. Clicking a Stock Status will select it, so the data is included in the grid.
While selecting individual Stock Statuses, you can click Show All to select them all.
You can also sort the Stock Status column in the report. The different statuses will display descending in the order listed above and ascending in the opposite order when the sort arrows are clicked. Clicking the arrows a third time will clear the sort.
Grid Adjustments
You can change the type of data shown in this report by changing the Grid Adjustments. These options are located towards the upper right of the page.
- Outliers - If there is a sudden spike (high or low) in sales for an MSKU, we identify this as an Outlier. You can toggle including data for these instances On or Off.
- Safety Stock - The amount of stock recommended to have on-hand in case you start selling more than usual.
- Report Timeframe - The default view of this report shows data from the last 30 days. This can be changed to display data for the last 7, 14, 60, 90, 365 days, or All Time by clicking the calendar icon.
- Est Replen Period - This sets the number of days the Est Replen Qty shown for items should cover you. The default setting is 30 days and can be changed to 60 or 90 days by clicking the calendar icon. (As an example, if 30 days is selected, the Est Replen Qty will reflect the number of units needed to avoid stockouts over the next 30 days.)
For information on the calculations for these, please see- Restock Report - Calculations
Filters
In addition to Grid Adjustments, you can further filter the data shown by Channel, Tags, and Sales Status by clicking the funnel icon.
A menu will open where you can set up the following filter options:
- Channels - Choose to show MSKUs for a specific fulfillment channel (FBA or MFN) or both. The channels with checkmarks next to them will be included.
Click the channels individually to remove or add the checkmarks, then click "Done".
- Sorting - You can filter how the data is shown in up to two columns by setting them up in your filters. By default, Sort 1 and 2 will have Stock Status descending and Replenish By date ascending in place.
You can change this to sort by any sortable column currently visible in the View by clicking directly into the Sort fields and changing the selections.
To switch between the columns displaying data in ascending or descending order, click on the arrow icons next to the Sort fields.
- Tags - You can enter tags to filter results to only show MSKUs with those tags.
As you begin typing your tag, you will see that a hashtag is automatically added in front of it. To add multiple tags at once, tap the space or enter/return key on your keyboard or add a space in between the tags. If you need to delete an entered tag, click the "x" next to it. To delete all tags that were entered, click the large "X" to the right of the field. - Sales Status - You can choose to only include MSKUs that have had sales in the Timeframe selected by checking the box next to "Only Items w/ Sales".
After making filter selections, click Apply Filtering to save them.
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