> ## Documentation Index
> Fetch the complete documentation index at: https://betterdatainc.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Inventory Snapshots

> View historical inventory levels at specific points in time

# Inventory Snapshots

Create and view historical inventory snapshots to track inventory levels at specific points in time, compare trends, and support reporting.

## Overview

Inventory snapshots capture the state of inventory at a specific moment, allowing you to:

* View historical inventory levels
* Compare inventory over time
* Track inventory trends
* Support audit and reporting requirements
* Analyze inventory changes

## Creating Snapshots

1. Navigate to **Sense** → **Inventory Snapshots**
2. Click **Create Snapshot**
3. Enter a name and description (optional)
4. Select the date and time for the snapshot
5. Click **Create**

Snapshots can be created:

* **Manually**: Create on-demand snapshots
* **Scheduled**: Automatically create snapshots (e.g., month-end, quarter-end)
* **Event-based**: Create snapshots triggered by events

## Viewing Snapshots

1. Navigate to **Sense** → **Inventory Snapshots**
2. Select a snapshot from the list
3. View inventory levels at that point in time

## Comparing Snapshots

1. Navigate to **Sense** → **Inventory Snapshots**
2. Select two or more snapshots
3. Click **Compare** to see differences
4. Review changes in inventory levels

## Snapshot Details

Each snapshot includes:

* **Date and Time**: When the snapshot was taken
* **Inventory Levels**: Quantity on hand for each product/location
* **Location Breakdown**: Inventory by location
* **Channel Allocation**: Inventory allocated to channels
* **Lot Information**: Lot numbers and expiration dates (if applicable)

## Exporting Snapshots

Export snapshot data for reporting:

1. Select a snapshot
2. Click **Export**
3. Choose format (CSV, Excel, JSON)
4. Download the file

## Common Workflows

### Month-End Inventory

1. Navigate to **Sense** → **Inventory Snapshots**
2. Create a snapshot at month-end
3. Name it "Month-End \[Month] \[Year]"
4. Use for financial reporting

### Trend Analysis

1. Navigate to **Sense** → **Inventory Snapshots**
2. Select multiple snapshots over time
3. Compare to identify trends
4. Use insights for planning

### Audit Support

1. Navigate to **Sense** → **Inventory Snapshots**
2. Create snapshots at key audit dates
3. Export snapshot data for auditors
4. Use for compliance reporting

***

## Related Pages

* [Browse Inventory](/analyze/inventory-overview)
* [Stock Analytics](/analyze/stock-analytics)
* [Inventory Reports](/improve/reports)

***

## Permissions & Roles

<Tip>
  Creating snapshots requires `inventory.snapshot.create` permission. Viewing snapshots requires `inventory.read` permission.
</Tip>