Generating a Wholesale Inventory Changes Report

The SmartCash Wholesale Inventory Changes Report provides a list of changes from the current day’s wholesale inventory to the prior day’s wholesale inventory.

Note: This report is only available to dealer accounts that include four-digit wholesale numbers.

To generate a Wholesale Inventory Changes Report, complete the following steps:

1.      Place the cursor on the Reports tab.

The type of reports displays below the tabs.

2.      Click Wholesale Inventory Changes.

The Wholesale Inventory Changes criteria screen displays.

3.      Type a date in the Date: field. The format for the Date: field is MM/DD/YYYY.

4.      Click the drop-down arrow in the Wholesale Number: field and select the appropriate wholesale number. Select All to view the inventory changes for all wholesale numbers.

5.      Click the Submit button or click the Download button.

-   Submit:  The Wholesale Inventory Changes report displays. Click the Print button to print the report. Click the Close button to close the Wholesale Inventory Changes Report window.

-   Download:  The Wholesale Inventory Changes report will be downloaded to a file named WholesaleInventoryChangesReport.csv. This file will be in your Downloads folder, and it can be opened with Microsoft Excel or other spreadsheet programs.

Note: Different web browsers, such as Microsoft Edge or Google Chrome operate differently, so after clicking the Download button, your browser may show a popup asking to save the file or open it, or it may simply download the file. Follow the normal steps for your browser to open the file.