reports:items_and_stock

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reports:items_and_stock [2024/10/18 14:09] – [Type of report] Gary Willettsreports:items_and_stock [2025/05/21 05:16] (current) – [Expired stock] Rachana Kunwar
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 === Include items with no usage in the last 12 months === === Include items with no usage in the last 12 months ===
- +If this box is checked, items with no usage over the last year will be included. This will include items for which there are no transactions at all. This check box will have no effect if the previous "days cover" field is filled in, as an item with no usage will have "infinite" cover- any stock you do have is going to last you forever!
-If this box is checked, items with no usage over the last year will be included. This check box will have no effect if the previous "days cover" field is filled in, as an item with no usage will have "infinite" cover- any stock you do have is going to last you forever!+
  
 === Include usage for build ingredients === === Include usage for build ingredients ===
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 If you want to save the report in Excel (or any installed spreadsheet program), choose File > Save as. If you want to save the report in Excel (or any installed spreadsheet program), choose File > Save as.
 === Item usage report preview === === Item usage report preview ===
-{{ .:report-item_usage.png?500 }}+{{ .:report-item_usage.png?600 }}
  
 ====Suggested ordering report ==== ====Suggested ordering report ====
 This report shows usage data, months cover of stock remaining and a suggested quantity to order for each item. The Purchaser can review this report to make a final decision on how much stock to order. This report shows usage data, months cover of stock remaining and a suggested quantity to order for each item. The Purchaser can review this report to make a final decision on how much stock to order.
  
-From the //Item usage report// dialogue box, select the **Suggested ordering report** option from the drop-down menu. Alternatively, select the **Suggested ordering [Excel] report** to create an Excel report. +From the //Item usage report// dialogue box, select the **Suggested ordering report** option from the drop-down menu. Alternatively, select the **Suggested ordering [Excel] report** to create an Excel report: 
-{{ :reports:suggested-ordering-report-selection.png?400 |}}+{{ :reports:suggested-ordering-report-selection.png?300 |}}
  
 {{ .:suggested_ordering.png?500 }} {{ .:suggested_ordering.png?500 }}
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 === Suggested ordering report preview === === Suggested ordering report preview ===
-{{ :reports:suggested-ordering-report.png |}}+{{ :reports:suggested-ordering-report.png?800 |}}
  
 ====  Item usage with outstanding purchase orders ==== ====  Item usage with outstanding purchase orders ====
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 ====  Item slow movers ==== ====  Item slow movers ====
 +The Item slow movers report shows all items that have more than a specified number of months worth of stock. TIt is very useful for managing under-performing inventory and allows you to quickly to obtain a list of items where a reduction in stock might be desirable.
  
-The Item slow movers report shows all items that have more than a specified number of months worth of stock.+You will be shown a window to enter the report options:
  
-You will be shown a window to enter the item details: +{{ :reports:slow_mvrs.png?400 }}
- +
-{{ :reports:slow_mvrs.png }}+
  
 Enter your search criteria in the top section. Enter your search criteria in the top section.
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   * Use the drop down boxes as appropriate to select Category and/or Department if required.   * Use the drop down boxes as appropriate to select Category and/or Department if required.
  
-=== Months of stock ===+=== Base analysis on X months of usage data === 
 +This is the number of months of usage data (working back in time from the current date) to use to calculate the AMC (Average Monthly Consumption). The months of stock on hand is then calculated as current stock/AMC.
  
-  * Enter the number of months of stock to report on. Items with more than this number of months of stock on hand will be included in the report. The correct figure to enter here depends upon your desired stock turnover. In general, if you are turning over your stock 3 or 4 times a year, you would want to know about items which have more than 8 months of stock on hand. +=== Report on items that have more than X months stock on hand === 
-  * The report is calculated using the last 12 months usage as a guide to the average monthly usage.+Only items that have stock that will last this or a greater number of months will be included in the report. Those with less stock will not be included.
  
-You can check the Open report in Excel box to open the report in Excel, or any installed spreadsheet.+You can check the //Open report in Excel// checkbox to open the report in Excel, or any installed spreadsheet application.
  
-The report produced is very useful for managing under-performing inventory. It allows you quickly to obtain a list of items where a reduction in stock is desirable.+When you click on the **OK** button you are taken to the printing options window:
  
-====  Expiring items ====+{{ :reports:pasted:20241104-163337.png?400 }}
  
-{{ :reports:itms_expiring.png }}+There are two versions of this report, the standard one or one showing the individual batches of each item. Choose the one you want using the **Form to use** drop down list. 
 + 
 +The standard report looks like this: 
 +{{ :reports:pasted:20241104-164213.png?700 }} 
 + 
 +The one with batches looks like this: 
 +{{ :reports:pasted:20241104-164219.png?700 }} 
 + 
 +Please note that: 
 +  * The months of stock is calculated for all batches together, not for individual batches. 
 +  * The maximum months of stock shown is 1200 i.e. 100 years! This figure will be shown for all items that have no consumption as well as those for which you genuinely have that much stock. 
 + 
 + 
 +==== Expired stock ==== 
 + 
 +<WRAP center round info 60%> 
 +This is a customised report only available for few of our clients.  
 +</WRAP> 
 + 
 +{{ :reports:pasted:20241021-114532.png?400 |}} 
 + 
 +This report shows the stock that expired while it was on your shelves between the dates you seec in the options. It includes current stock that expired between the dates selected and also stock on confirmed customer invoices and inventory adjustment-reduces that was expired when it was put on those transactions (so if you removed stock from the store after it had expired, that is also included as stock that expired on the shelf). 
 + 
 +Donor and custom stock fields are included as filter options if they are turned on in the current store. 
 + 
 +The report looks like this when exported to Excel: 
 + 
 +{{ :reports:pasted:20241021-115922.png?800 |}} 
 + 
 + 
 +====  Expiring items ==== 
 +{{ :reports:itms_expiring.png?400 |}}
  
 This report will ask you to enter a date, and will then give a report of all item lines in stock whose expiry date is before the date you have entered. This report will ask you to enter a date, and will then give a report of all item lines in stock whose expiry date is before the date you have entered.
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 {{ :reports:itm_ldgr_ddl_ru.png?400 |}} {{ :reports:itm_ldgr_ddl_ru.png?400 |}}
 +
 +The //Purchases by suppliers// report relates stock received to purchase orders made and looks like this:
 +
 +{{ :reports:pasted:20250319-154418.png?1100 }}
 +
 +The //Stock movement with stores// report looks like this:
 +
 +{{ :reports:pasted:20250319-163106.png?1100 }}
  
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  • Last modified: 2024/10/18 14:09
  • by Gary Willetts