Reports and analytics

Understand stock availability, value and the reasons quantities change.

Inventory Management specifies reports that connect the stock position with its movement and count history. Each result needs a defined cutoff, population and currency. Current operational quantities, a frozen closing position and accounting acceptance have different meanings; a report should show which one it uses.

Inventory Valuation

Frozen StockSnapshots reconcile exact remaining owned CostLayers by Product, Category, Warehouse and cost method in the installation valuation currency. Include picked/held/damaged owned stock and source-carried in-transit stock once; third-party custody is a separate non-owned quantity disclosure. Unknown costs block a final snapshot. AccountingExports sends only unaccepted event deltas; the closing value is a control balance, never another full-value journal.

Counts & adjustments · View preview

Inventory Turns & DOH

Net carrying cost of effective SalesPick and InternalUsage final issues in the selected interval divided by the time-weighted owned inventory value over that same interval; simple internal movements, supplier returns, samples, scrap and adjustments are excluded from consumption and disclosed separately. DOH is interval days divided by turns. Customer returns reduce eligible consumption through linked original costs. Zero/nonpositive denominator or incomplete cutoff coverage is unavailable, never infinity or a manufactured zero. Category rollups sum compatible currency numerators and denominators before dividing.

Inventory analysis · View preview

Stockout Report

Stocked active product/warehouse days at the declared local end-of-day cutoff with eligible QuantityAvailable at or below zero divided by all completely observed stocked active product/warehouse days. Never-received products participate through StockSummaries. Missing daily snapshots are reported as incomplete coverage and excluded from both numerator and denominator, not treated as in-stock days. It measures sampled daily availability, not continuous intraday service level.

Inventory analysis · View preview

Cycle Count Accuracy

First submitted blind lines within the frozen absolute quantity and percentage tolerances divided by all completed eligible first-count lines in the count-start cohort; explicit zero/zero is accurate, positive found stock is review-required. Duplicate/recount attempts do not expand the denominator or erase the original variance. Show signed and absolute layer-valued differences, discoveries and incomplete lines separately. Any A-item accuracy target is an agreed customer policy, not a product result.

Counts & adjustments · View preview

Adjustment Trend

Effective posted adjustment quantities and signed/absolute values by reason, site, posting period and original supplier/layer provenance. Trace bounded compensations once and retain original posting versus correction periods. Unknown supplier remains unknown; current primary supplier is not attributed to old layers. Standard-cost revaluations and accounting-only purchase variances are separate from physical shrinkage.

Counts & adjustments · View preview

ABC Analysis

Rank positive trailing-12-month net eligible consumption value using the same SalesPick/InternalUsage and return basis as Turns, fixed valuation currency and disclosed complete-history window. Reviewed policy supplies cumulative cutoffs, deterministic ties and zero/negative-history treatment; proposed class changes require MasterChanges activation before altering count cadence. Internal relocations never increase velocity.

Expiry Report

Exact remaining lot/serial positions and layer values as of cutoff, split by owner/status and disjoint days-to-expiry buckets: expired, 0–7, 8–30, 31–90 and over90; no-expiry/unknown-expiry positions remain separately visible. Use the warehouse-local expiry cutoff; same-day expiration policy is explicit. Returns and later receipts preserve established expiry. Value at risk includes only owned stock; alerts and FEFO guidance do not prove a markdown, sale or quality disposition.

Inventory analysis · View preview

Availability and movement

Stockout Report

Measure product and warehouse days with no eligible availability at the stated local daily cutoff. Include configured stocked products that have never received goods. Missing daily observations remain incomplete coverage and are excluded from both numerator and denominator; this sampled measure does not claim continuous intraday availability.

Explore Inventory analysis

Low StockStockSummaries
ReorderStateLowOutOfStock
ProductWarehouseQuantity On HandQuantity AllocatedQuantity AvailableReorder Point
PRD-3105WRH-120420160120440
PRD-4939WRH-15095090800940
PRD-1057WRH-130360270960800
PRD-8795WRH-1108010530410
PRD-7666WRH-140790640850400
PRD-5334WRH-11014080630150

Inventory Turns & DOH

Compare net carrying cost of eligible sales and internal-usage issues with time-weighted owned inventory value over the same interval. Linked customer returns reduce that consumption. Internal moves, samples, scrap, supplier returns and adjustments are disclosed separately. Incomplete coverage or a zero or nonpositive denominator leaves the ratio unavailable.

Explore Inventory analysis

On-Hand by WarehouseInventory
on hand
ProductWarehouseBinLot NumberSerial NumberOwner Type
PRD-5731WRH-140BNS-3203L26-6081INV-60820Owned
PRD-7689WRH-140BNS-4287L26-4399INV-10318ThirdParty
PRD-5489WRH-130BNS-6774L26-6683INV-80102Owned
PRD-6893WRH-120BNS-5050L26-1993INV-56814ThirdParty
PRD-3703WRH-130BNS-8895L26-3843INV-51402Owned
PRD-5050WRH-110BNS-6453L26-6691INV-58420ThirdParty

ABC Analysis

Rank products using the agreed eligible consumption value and complete history window. Preserve the policy's cutoffs, tie treatment and zero-history handling. Proposed class changes need reviewed activation before they change count cadence; moving a product between bins does not make it a faster seller.

Counts and corrections

Cycle Count Accuracy

Use the first submitted blind count from each eligible floor-stock line in the selected cohort. Reconcile goods physically away in transit through transfer evidence rather than treating them as missing floor stock. Recounts keep their own evidence without replacing the original result or increasing the denominator. Show discoveries, incomplete lines and signed and absolute differences separately. A customer target is an operating policy, not a claimed product result.

Explore Counts & adjustments

Overdue Cycle CountsCycleCounts
StatusScheduledInProgressoverdue
14 Sep09 Oct WRH-110 CC-37543, 14 Sep to 17 Sep, InProgress CC-28671, 17 Sep to 24 Sep, InProgress CC-32880, 17 Sep to 24 Sep, InProgress CC-90242, 28 Sep to 05 Oct, Scheduled CC-23834, 30 Sep to 09 Oct, Scheduled WRH-120 CC-37141, 19 Sep to 23 Sep, Scheduled CC-90242CC-28671CC-37141CC-37543CC-23834CC-32880 today · 17 Sep
  • WRH-110: CC-90242, 28 Sep to 05 Oct, Scheduled
  • WRH-110: CC-28671, 17 Sep to 24 Sep, InProgress
  • WRH-120: CC-37141, 19 Sep to 23 Sep, Scheduled
  • WRH-110: CC-37543, 14 Sep to 17 Sep, InProgress
  • WRH-110: CC-23834, 30 Sep to 09 Oct, Scheduled
  • WRH-110: CC-32880, 17 Sep to 24 Sep, InProgress

Adjustment Trend

Trace posted quantity and value corrections by reason, site, period and original supplier or layer provenance. Compensations count once and retain their correction period. An item's current primary supplier does not establish the supplier of older stock. Cost revaluations remain distinct from physical shrinkage.

Explore Counts & adjustments

Overdue Cycle CountsCycleCounts
StatusScheduledInProgressoverdue
14 Sep09 Oct WRH-110 CC-37543, 14 Sep to 17 Sep, InProgress CC-28671, 17 Sep to 24 Sep, InProgress CC-32880, 17 Sep to 24 Sep, InProgress CC-90242, 28 Sep to 05 Oct, Scheduled CC-23834, 30 Sep to 09 Oct, Scheduled WRH-120 CC-37141, 19 Sep to 23 Sep, Scheduled CC-90242CC-28671CC-37141CC-37543CC-23834CC-32880 today · 17 Sep
  • WRH-110: CC-90242, 28 Sep to 05 Oct, Scheduled
  • WRH-110: CC-28671, 17 Sep to 24 Sep, InProgress
  • WRH-120: CC-37141, 19 Sep to 23 Sep, Scheduled
  • WRH-110: CC-37543, 14 Sep to 17 Sep, InProgress
  • WRH-110: CC-23834, 30 Sep to 09 Oct, Scheduled
  • WRH-110: CC-32880, 17 Sep to 24 Sep, InProgress

Value and expiry

Inventory Valuation

Reconcile remaining owned layers in the installation valuation currency, including held, picked and in-transit stock once. Show third-party custody separately. Unknown owned costs prevent a final valuation. The closing snapshot is a control balance; accounting receives approved incremental changes rather than another journal for the entire inventory value.

Explore Counts & adjustments

Overdue Cycle CountsCycleCounts
StatusScheduledInProgressoverdue
14 Sep09 Oct WRH-110 CC-37543, 14 Sep to 17 Sep, InProgress CC-28671, 17 Sep to 24 Sep, InProgress CC-32880, 17 Sep to 24 Sep, InProgress CC-90242, 28 Sep to 05 Oct, Scheduled CC-23834, 30 Sep to 09 Oct, Scheduled WRH-120 CC-37141, 19 Sep to 23 Sep, Scheduled CC-90242CC-28671CC-37141CC-37543CC-23834CC-32880 today · 17 Sep
  • WRH-110: CC-90242, 28 Sep to 05 Oct, Scheduled
  • WRH-110: CC-28671, 17 Sep to 24 Sep, InProgress
  • WRH-120: CC-37141, 19 Sep to 23 Sep, Scheduled
  • WRH-110: CC-37543, 14 Sep to 17 Sep, InProgress
  • WRH-110: CC-23834, 30 Sep to 09 Oct, Scheduled
  • WRH-110: CC-32880, 17 Sep to 24 Sep, InProgress

Expiry Report

Review exact remaining lots and serial positions using warehouse-local expiry rules. Keep expired, upcoming and later expiry bands distinct, with no-expiry and unknown-expiry positions separately visible. Preserve original expiry through later receipts and returns. Value at risk includes owned stock only, and an alert does not authorize a disposition or markdown.

Explore Inventory analysis

Lot Expiry SoonInventory
has expiry datenext 30 dayson hand
ProductWarehouseBinLot NumberQuantity On HandOwner Type
PRD-7378WRH-140BNS-7012L26-0683900Owned
PRD-3179WRH-120BNS-3583L26-7261370ThirdParty
PRD-7178WRH-130BNS-5434L26-0326640Owned
PRD-4245WRH-110BNS-9276L26-2740590ThirdParty
PRD-2917WRH-110BNS-7294L26-2181830Owned
PRD-9134WRH-150BNS-6075L26-8182760ThirdParty
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