The Scenario
The procurement lead inherited the buyer role three weeks ago when the previous buyer left without documentation. She needs to understand what's actually in stock at the company's flagship store — what's on hand, what the cost basis is — before she can make any reorder decisions.
Loyverse has all of it. She's never used Loyverse.
The bad version:
- She asks IT for Loyverse access. Gets it the next day.
- Navigates to the inventory section. Finds that inventory for one store can be exported but only as a CSV with Loyverse's own column naming conventions.
- Downloads it. Opens in Excel. The column headers are internal labels she doesn't recognize. Spends time mapping them to what she actually needs.
- The file has 600 rows for the flagship store. She needs to add a reorder threshold column by cross-referencing a separate Excel file with SKUs and par levels.
She came to do procurement analysis, not data formatting.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls current inventory from Loyverse for any store and writes it to the workbook in the column structure she can actually use — no mapping, no reformatting.
Open the SheetXAI sidebar and paste this prompt:
Pull the current inventory for store ID 'abc123' from Loyverse into Excel sheet 'Stock Check' with sku, item_name, variant, stock_level, and reorder_point columns
What You Get
- Every variant's current stock level for the specified store written to 'Stock Check' with the five columns specified.
- reorder_point included if available in Loyverse's inventory data for that store.
- Data sorted by item_name by default — ready to filter for items below par level.
What If the Data Is Not Quite Ready
She doesn't have the store ID — she has the store name
Pull the current inventory for store 'Flagship Downtown' from Loyverse into Excel 'Stock Check' with sku, item_name, variant, stock_level, cost
She wants to add a reorder flag based on a threshold from a separate worksheet
Fetch the current inventory for store 'Flagship Downtown' from Loyverse, write to 'Stock Check' with sku, item_name, variant, stock_level — then for each row, check the 'Par Levels' worksheet where column A is sku and column B is reorder_threshold; if stock_level is below threshold, write 'Reorder' in column E, otherwise write 'OK'
She wants inventory across all stores, not just one
Fetch all Loyverse inventory levels across all stores and write to Excel 'Stock Check' with item_name, variant_name, sku, store_name, quantity_in_stock, cost — sort by store then item_name
Full procurement-ready snapshot in one shot
Fetch all Loyverse inventory for store 'Flagship Downtown' — write to 'Stock Check' with sku, item_name, category, variant, stock_level, cost — sort by category then item_name — add a column E 'Status' with 'OK' or 'Low' based on whether stock_level is above or below 5 — add a summary row at the top with total SKU count and count of low-stock items
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask SheetXAI to pull the current inventory snapshot from Loyverse — you'll have the data for your reorder analysis in under two minutes. See also export product catalog and the Loyverse integration overview.