Objective
Add retail price to inventory on hand report by exporting and using a VLOOKUP formula.
Setup
- Retail POS for Mac or PC
- Excel, Open Office or Google Sheets
Steps
Inventory On Hand Report
- Click Reporting > Inventory Reporting > Inventory On Hand
- Click desired date
- Click drop down in the table and click SKU
- Click Export Data
Product Report
- Click Products in the Side Navigation
- Export Product List
Add retail price
- Open both reports
- Add a column to the Inventory On Hand Report called "Retail Price"
- Delete everything on the Product CSV leaving only SKU and Retail Price
- Import this file as a second sheet on the Inventory CSV
- In the "Retail Price" column use a VLOOKUP formula to reference SKU and return retail_price from the exported product list
- Apply formula to all rows
- Copy all formulated data and paste values in cells