Forecast by Shipment Date

The forecast report by shipment date allows you to generate a report of all ordered products and products from scheduled orders, filtered by their shipment date. This report is useful for planning inventory and fulfillment operations.

Parameters

The report accepts the following parameters:

Shipment dates after - Filter to only include products with shipment dates on or after this date. Defaults to today.

Shipment dates before - Filter to only include products with shipment dates on or before this date. Defaults to one month from now.

Available fields

The report includes the following fields:

• subscription_id - The associated subscription ID
• subscription_email - The customer’s email address
• subscription_status - The status of the subscription
• product_id - The product ID
• title - The product title
• quantity - The quantity to be shipped
• shipment_date - The scheduled shipment date
• shopify_variant_id - The Shopify variant ID (if applicable)
• shopify_product_id - The Shopify product ID (if applicable)
• sku - The product SKU
• effective_price_cents - The effective price in cents
• effective_interval - The delivery interval for the product
• effective_interval_unit_of_measure - The unit of measure for the interval (days, weeks, months)
• total_amount_excluding_tax - The total amount excluding tax
• total_amount_including_tax - The total amount including tax

FAQ

What products are included in this report?

The report includes two types of products: active ordered products from subscriptions that have completed signup and are in an active state (activated, cancellation_in_progress, or pending_cancellation), as well as products from scheduled orders.

How can I use this report for inventory planning?

By filtering for upcoming shipment dates, you can see exactly which products need to be shipped and in what quantities. This helps you ensure you have sufficient inventory and can plan your fulfillment operations accordingly.

What does the effective_interval field show?

The effective_interval field shows the real delivery interval for each product. It uses the plan’s interval if the subscription is on a plan, otherwise it uses the product or ordered product’s specific interval setting.