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ID754 - Serialized Inventory In Stock (Power BI) Overview & Sample:

Slice & Dice your In Stock Serialized Inventory

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Overview | Samples | Variables | Alert Functionality | Power BI Reporting | Related Alerts | Webinar

 

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Overview

Overview

This PBI version of ID501 provides a list of serialized equipment (with the option to also show linked accessories) available in specified warehouse(s) and with set Status and/or Condition Codes. Intended to be a used inventory report for your Sales Team.

 

Type of Output: On Demand Report Power BI Report

 

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Sample

Sample

ID754Sample.png

 

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Variables

Variables

 

ID754VarY.png

Variable Y: Custom Property on Equipment Record storing a specific Sales Rep Cost

This enables us to pull that Cost Value into report when selecting SalesRepCost:

ID754SRCost.png

 

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Alert Functionality

Alert Functionality

1. See here for getting Power BI in place. 

2. For ECi Hosted clients: We work with ECi to open up our access so we can set an ODBC connection for you. If you are interested, then please provide us the public static IP address for your company network so that ECi can whitelist it to allow us access.

3. Download template HERE

4. Built as very light weight report so you can easily refresh up to 8-times per day (with minimum Power BI Pro License) and easily build a dashboard for your Sales Team.

 

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Power BI Reporting

Power BI Reporting

1. Landing Page provides sections of pre built reports and sections for custom report building:

ID754 landing page.png

2. The Equipment Cost (Pre-Built Reports) was created so you could create a Sales Department Dashboard showing all inventory available for sale:

ID754Like501a.png

ID754Like501aa.png

ID754Like501b.png

3. Report will show your Sales Rep cost (not actual cost), if you use SalesRepCost filter AND are populating  the Custom Property listed in VariableY of your ID754 subscription with the Sales Rep cost. You may already be doing this for ID501/Serialized In-Stock Host Equipment.

ID754SRCost.png

ID754SRCost1.PNG

4. Build your own reports - not only do you have filters at top, but then use 'Slice By' section on left to select what data you want to see in report results on the right. 

ID754Custom.png

5. Use Filters at Top to narrow down to info you seek:

ID754Filters.png

6. Right click on rows to get to more detail:

ID754DrillThru.png

 

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Related Alerts

Related Alerts

ID411 - Wholesale Inventory

ID772 - Inventory Management

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Webinar

Webinar

**COMING SOON**

 

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