Stock & Analysis Reports

2 | Introduction to Analysis Reports

This article covers an overview of available Analysis Reporting options in BackOffice. Analysis Reports is an optional module that provides Business Intelligence Reporting. These can be achieved through Understock/Overstock, Return of Investment, Poor Selling Products, and Cost Movement Reports. The primary objective of these reports can include: Increased turnover rate; forecast customer demands; decrease sale cycle times; ensure high profitability of sales.

This article covers an overview of available Analysis Reporting options in BackOffice. 

Analysis Reports is an optional module that provides Business Intelligence Reporting.

These can be achieved through Understock/Overstock, Return of Investment, Poor Selling Products, and Cost Movement Reports.

The primary objective of these reports can include: Increased turnover rate; forecast customer demands; decrease sale cycle times; ensure high profitability of sales.

Prerequisites 

  • To access Analysis Reports, the following Operator Privileges will need to be enabled: 
    • Operator "Reporting" Tab
      • Other Reports: "Allow Analysis Reports" Flag

Understock/Overstock

  • Analyze the Stock on Hand and Sales for a selected period
  • Checks if products are Overstocked or Understocked 
  • Sets minimum and maximum stock settings to generate Purchase Orders automatically

Return on Investment

  • Calculates the number of Stock Turns and Return of Investment for Products for the select period

Poor Selling Products

  • Highlights Stocked Products that have not been sold for the select period

Cost Movements

  • Compares and contrasts the last cost of purchased Products with a select date 
  • Displays the amount that the costs of those products have changed
  • Cost changes can be reported either by product or supplier 
  • Useful for calculating CPI increases

COGS By Stocktake

  • Views Cost of Goods data over certain periods 
  • Provides useful information for analysis such as:
    • Cost variations 
    • Units sold 
    • Profit Amounts 
    • Percentage statistics
    • Days on Hand

COGs By Period

  • Calculates the true cost of Goods and Profit 
  • Configured to report on a desired Venue and Store         

                                                                                                                    


Related Material 

  • Return on Investment Report
  • Poor Selling Products Report
  • Cost Movements Report