Viewing Monthly Sales Data in the Standard Re-Ordering Screen

Overview

New fields have been added to the [ Stock | Reordering | Reordering (Standard) ] screen including a chart of the previous 3 months sales, and a coloured stock field to indicate if you are understocked, overstocked, or at the correct stock level.

Usage

The [ Stock | Reordering | Reordering (Standard) ] screen has three additional columns:

• Monthly Sales: this bar chart is split into 3 parts:
  1. First is the number of items sold of the stock item for today and the last 30 days for all sites.
  2. Second is for those of the last 31 to 60 days.
  3. Third is for those of the last 61 to 90 days.
• Monthly Sales Avg: this is the average number of items sold per month over the last 90 days.
• Avail - Monthly Avg: the current quantity of the stock items available compared to the number required on an average month from the last three months. The formula for the colour (Avail - Monthly Avg) will is (sum(available) - ((sum(qty_sold in past 90 days)/3))
  
  

Colour Legend

• Amber AVAIL - MONTHLY AVG: based on monthly sales avg, available stock is OVERSTOCKED
• Red AVAIL - MONTHLY AVG: based on monthly sales avg, available stock is UNDERSTOCKED
• Green AVAIL - MONTHLY AVG: based on monthly sales avg, available stock is WITHIN 20%'

Notes:

1. Adding this information will have performance impacts on the reordering screen, due to additional data requirements.
2. Credit notes are not included in the calculation of monthly sales.
3. The 'Aval - Monthly Avg' by default will be a calculation of the current stock available for the selected site only. By using the 'Rollup Sites' checkbox option in the header section, all your sites available stock levels are included.

See Also

• Stock screen