Item Sales v All Inventory: Track Inventory against Sales History

Track Inventory levels against past Sales History 

This reports on All Items in Inventory v Items that have sold over the past 12 months.

To help with reorders it compares the Qty sold to the:

  • On hand,
  • + On Order (PO)
  • - Committed (SO)
  • = Available Qty
  • Average monthly sales (over Last 12 months)
  • Number of weeks since item last sold
  • Number of weeks since item was last purchased
  1. Run any Favourite Report based on the report Item Sales v All Inventory. 

    The standard Favourite Inventory Reorder report shows Qty Sold for:
    - This Month
    - Each of the Last 3 months - Mth-1, Mth-2, Mth-3
    - Total for the Last 12 Months - 12 Mth Total
    - Average for the Last 12 Months (12 Mth Total/12) - 12 Mth Avg
    - No. weeks since item was Last Sold - Last Sold Wks
    - No. weeks since item was Last Purchased - Last Purchased Wks

    Inv_Reorder.png

  2. Manage Inventory better by checking Purchase History

    Click the blue arrow to launch an open Purchase Orders report to check when items are due in.
    PO_click_through.png

    Change the Purchase Status to see full Purchase History to assist with reorders.

  3. To See a longer or shorter period of Sales History (up to 12 Months or last 6 weekly) Show more Columns

    - Click on the icon +/- Columns
    - Select Columns to Show  - e.g. extend to go back for 6 months
    - Use Green Arrows to reorder the Columns

    INV_-_Show___Hide_Columns.png

    The report now shows 6 months past Sales History



  4. Track Current Inventory levels against past Seasonal Demand

    If your business is Seasonal then recent sales history is not so useful.
    What you may want to see is what sold last year, for the upcoming season.
    To achieve this you can set the Sales to pick up Mth-12, Mth-11, Mth-10 and Mth-9. This will show the Sales for this time last year and the next 3 months, last year.



  5. Identify Inventory that is Not Selling

    Filter on the Last Sold Weeks column to focus on inventory that has not sold for X weeks.

    INV_-_Filter_Last_Sold_Weeks.png


  6. Identify Inventory that has Not been Purchased recently

    Filter on the Last Purchased Weeks column to focus on inventory that has not been purchased for over X weeks.
    Last_Purchased_filter.png

  7. Save your report to re-use

 

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