How To: View which Stock Items have not Sold
Table Of Contents
Introduction
The Stock Value | Period Analysis report can be used to identify stock items that have not sold during a specified period. This can help you review slow-moving or obsolete stock, improve purchasing decisions, and identify products that may require promotional activity or discontinuation.
You can filter the results by date range, site, stock type and other criteria to focus on the products most relevant to your analysis.
Find Non-Selling Stock Items
- Open an Accounts screen. For guidance, see How To: Open an Accounts Screen.
- Open the Stock Value | Period Analysis tab.
- Configure the filters at the top of the screen:
- Select the Quantity radio button.
- Choose the required date range.
- Select a Site if required.
- Apply any additional filters, such as:
- Discontinued
- Exclude Non-Movers
- Stock Type
- Site
- Click Go to generate the report.
- Review the results displayed in the grid.
- Sort the results by the Sold column by:
- Right-clicking the Sold column header, or
- Pressing Ctrl + D while focused on the column.
- Stock items with no value in the Sold column have not sold during the selected date range.
- To select all non-selling items:
- Highlight a stock item with a blank value in the Sold column.
- Press Ctrl + Shift + R.
- The selected records can then be sent to Notepad for further analysis in a spreadsheet or reporting tool.
Understanding the Sold Column
The Sold column reflects stock movements during the selected period.
| Value | Meaning |
|---|---|
| Positive | The item entered stock, for example through a Delivery or Customer Return. |
| Negative | The item left stock, for example through a Sale or Supplier Return. |
| Zero or Blank | No stock movement or sales activity during the selected period. |
Note: Stock adjustments can generate either positive or negative values depending on the adjustment made.
Including or Excluding Discontinued Items
The Discontinued filter uses a tri-state checkbox:
| Setting | Result |
|---|---|
| Unticked (default) | Discontinued items are excluded from the report. |
| Ticked | Only discontinued items are displayed. |
| Green | Both active and discontinued items are included. |
Additional Information
- Pack header items are included in the report results.
- The report can be used to identify non-moving stock and support stock rationalisation projects.
- Exporting the results to Notepad allows further analysis using spreadsheet software.
- Combining date filters with stock type filters can help identify poor-performing product ranges.
Tips
- Run the report regularly to monitor slow-moving stock.
- Review items that have not sold for several months and assess whether they should remain in stock.
- Include discontinued items when carrying out stock clearance analysis.
- Export results for comparison across different periods to identify long-term trends.