Extending Inventory Data

• Historical Data -- If you have CSV exports of historical sales data from the spreadsheets you were using before you implemented your inventory system or from the inventory system you were using previously, you can use this to pull this historical data into your reports. You can also load in historical data from your e-commerce channels such as Shopify and Amazon.
• E-Commerce Channels -- You can use this section to define the e-commerce channels for your orders. For each channel, you can manage channel fees, link order details, link products and inventories, and pull over credit and customer information that may not be in the inventory system.
• Shipping -- This section helps you to pull over shipping costs and shipping details into your orders.
• Finances -- This section contains options to link up details about invoices and journals between your inventory and accounting systems. You can also allocate variable expenses from your accounting system across the orders in your inventory system to help with calculating contribution margin.
• Marketing -- You can pull over marketing costs from your accounting system, you can add explicitly add the values yourself, or you can pull marketing costs from the various advertising platforms. This section helps you to configure marketing costs for use in calculating marketing efficiency ratio, customer acquisition cost, and more.
• Additional Metrics -- You can put in additional values such as monthly payroll and number of employees here.
• Product Costs -- If you need to set explicit product costs, you can use this section to define and override the costs otherwise used in the inventory system.

Historical Data

If you have CSV exports of historical sales data from the spreadsheets you were using before you implemented your inventory system or from the inventory system you were using previously, you can use this to pull this historical data into your reports. You can also load in historical data from your e-commerce channels such as Shopify and Amazon.

For more information on pulling through historical data inside of Easy Insight, see Integrating Historical Data.

E-Commerce Channels

The first section of the e-commerce channels on the setup guide helps you to reconcile order sources from the source field on the inventory orders and match them to the individual e-commerce connections they came from. For example, your order source field in the inventory system might show as:

• Shopify1, mapping to the data source named as Shopify store1.myshopify.com
• Shopify2, mapping to the data source named as Shopify store2.myshofify.com
• Amazon, mapping to the data source named as Amazon SellerCentral

You can use this first section to associate source values with the data source names of the e-commerce connections. The selected name of each source will be available as the 'Source' field under your Revenue and COGS Details folder.

Once you have the sources mapped, you can go into each source to manage a variety of integration points:

• Channel Fees represent how much it costs you to sell on the platform. For example, how much are you paying in Amazon commission and FBA fulfillment fees per order?

• Channel Orders help you link details between your e-commerce orders and your inventory orders so that you can have a direct link to the order in the e-commerce channel as a field and pull over details like Shopify tags, Amazon fulfillment type, or other fields that don't otherwise live in the inventory reporting.

• Channel Products help you link details between your e-commerce products and your inventory products so that you can have a direct link to the product in the e-commerce channel as a field and pull over details like Shopify product type, Amazon ASIN, or other fields that don't otherwise live in the inventory reporting.

• Shipping Costs help you to identify whether or not shipping costs are coming through correctly for a given channel.

• Returns and Refunds allow you to pull over return and refund information from the e-commerce channel. Depending on your inventory management system and its particular configuration, you might not have return and refund information coming back (or only be getting some of it). You can use this section to pull over all return and refund information into your inventory management reporting.

• Customers allow you to pull over customer information from the e-commerce channel. You might have a single Amazon or Shopify customer set up in the inventory system which all orders for that channel are mapped to, without any actual customer information. You can use this option to pull in customer information from the e-commerce channel and help you to analyze customer acquisition trends, customer churn, or other customer KPIs.

Shipping

Typically, your actual cost of shipping isn't present in the inventory management data. This section shows whether or not you've configured the integration of shipping cost data from your shipping platform or from external CSV files, and provides a link to the shipping configuration page. For more information, see Integrating Shipping Costs.

Finances

There are two main areas within the Finances section of the setup guide:

First, you can manage the allocation of variable expenses to your individual orders. Some of your example variable costs might be:

• Advertising costs on Amazon, Meta, and Google
• Warehouse operations costs

This section will show if you've configured the allocation of variable expenses and provide link to configure expenses. For more information, see Allocating Variable Expenses.

The second section is for the linkage of invoices and journals between your inventory and accounting systems. This linkage provides you with a URL field to the invoice in the accounting system, the ability to pull over any other fields from the accounting connection, and validation reports to help make sure that your invoices and journals are matching between systems. For more information, see Linking Invoices and Journals Between Inventory and Accounting.

Marketing

The Marketing section helps guide you through the setup of marketing costs. These marketing costs can come from your accounting system, from the integration with your advertising platforms, or as explicit monthly costs entered into Easy Insight.

Additional Metrics

The Additional Metrics section provides you with a place to enter explicit monthly costs that otherwise don't live in your data. For example, you can add monthly payroll and head count to help with the calculation of KPIs like Revenue / Employee.

Product Costs

Especially with a new inventory management implementation, you may not have reliable product costs available for your gross margin calculations yet. You can use this section to specify fixed product costs per SKU.