Weekly Stock Value Report
Generate and send a weekly stock value report with filtered inventory data via email.
Overview
The RIS-SM-1008 – Weekly Stock Value Report macro automatically generates a structured stock value report and distributes it via email.
It retrieves inventory data using predefined queries, applies filters, and presents the results in an easy-to-read HTML format.
Ensure SQL queries and email configurations are correctly set up before scheduling this macro.
Purpose
This macro:
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Retrieves inventory data
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Filters relevant stock information
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Sends a formatted report via email
👉 In short:
Automatically generate and email weekly stock value reports.
When It Runs
Used for reporting & inventory analysis
Typically runs:
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Scheduled weekly execution
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Manually when required
Parameters
No external input required for data processing.
The macro relies on predefined queries and configuration.
Email configuration parameters:
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ServerName (SMTP server)
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port
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username / password
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fromEmail / fromName
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toEmail / toName
How It Works
Execute Query
Run predefined SQL query to retrieve stock data.
Apply Filters
Exclude:
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Dropship suppliers
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Composite items
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Specific categories (e.g., Cardcraft)
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Low purchase price items (0.01 / 0.05)
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Zero stock items
Process Data
Map retrieved data into structured report fields.
Generate Report
Create HTML table with key inventory details.
Send Email
Deliver report using configured SMTP settings.
Log Execution
Record success, failures, and exceptions.
Report Includes
Key columns in the report:
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Item Title
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Item Number
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Category
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Location
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Purchase Price
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Stock Level
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Stock Value
Final Result
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Weekly stock report generated automatically
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Clean and structured HTML report sent via email
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Only relevant inventory data included
Usefulness
This macro is highly beneficial for:
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Automating stock reporting
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Monitoring inventory value
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Supporting financial planning
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Reducing manual reporting effort
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Improving data visibility
Important Notes
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Depends on predefined SQL query
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Excludes dropship and composite items
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Typically uses default stock location
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Requires valid email configuration
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Report is generated in HTML format
Example Scenario
Key Insight
Automating inventory reporting ensures consistent insights, improves decision-making, and eliminates repetitive manual work.
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