Stock & Analysis Reports
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      1. INTERNAL - Bepoz Help Guides
      2. End-User | Stock Control
      3. Stock & Analysis Reports

      24 | Understock/Overstock Data Explained

      This article covers the standard Views of the Understock/Overstock Report.

      This article covers the standard Views of the Understock/Overstock Report.

      Prerequisites
      • To access Understock/Overstock Settings, the applicable Operator Privileges will need to be enabled 
        • Operator Maintenance 'Reporting' Tab
          • Other Reports: "Allow Analysis Reports" Flag
      _Under/Over Stock View
      • The Under/Over Stock View is one of the default views for the Understock/Overstock Report
      • This report displays all the Products sold by the business and the Products' Stock status
      • This report also contains columns such as Sold Quantity of Product, suggested Minimum and Maximum Stock for Product Lines and their associated Cost excluding Tax

      Column Heading

      Data Description/Formula
      Name
      • This column displays the Name of the Product
      Item Volume
      • This column displays the Volume of each Item of the Product
      Qty On Hand
      • This column displays the total Quantity on Hand of the Product
      CostEx On Hand
      • This column displays the total Cost of Products on Hand
      • I.e., CostEx on Hand = Qty on Hand X Cost Per Line Item
      Sold Qty
      • This column displays the total quantity of products sold
      Sold Per Day
      • This column displays the average quantity of product  sold per day
      Days on Hand
      • This column displays the remaining days until when the stock will last
      • This is calculated from the Average quantity sold per day
      • I.e. Days on Hand = Qty on Hand / Sold Per Day
      Suggested Minimum
      • This column displays the suggested minimum amount that can be stocked
      • This is calculated based on the Minimum Stock Days allocated by operator
      Suggested Min CostEx
      • This column displays the suggested Minimum Cost on Hand
      Under/Over Qty
      • This column displays whether the Quantity on Hand is Under or Over the required quantity based on the suggested minimum
      Under/Over CostEx
      • This column displays whether the CostEx on Hand is Under or Over based on the suggested CostEx 
      Under/Over
      • This column displays the overall Under or Over status of the Product
       

      "_Overstock Receipt" View
      • The Overstock Receipt View focuses on the Overstocked Items that needn't be reordered
      • This View also provides information about the last delivery of the Product and the Product Stock Status before last delivery as shown below:

       

      Column Heading

      Data Description
      Item Volume
      • This column displays the Volume of the Product
      Overstocked Last Inwards
      • This column displays the last whether the product was Overstocked before Last Delivery
      Suggested Minimum
      • This column displays the Suggested Minimum Quantity for each product line
      LastInward Qty on Hand
      • This column displays the Quantity on Hand before Last Delivery
      Last Inward Qty Received
      • This column displays the Quantity of Product received during the last delivery
      LastInward CostEx Received
      • This column displays the Cost of Product received during the last delivery
      LastInward Date Recv
      • This column displays the last Delivery Date of the product

      "_Calc Min/Max" View
      • The Calc Min/Max View focuses on the Minimum and Maximum Number of Products that should be Stocked
      • This allows business to avoid any last minute "86'ed" Product issues but can also help to be safe from Product Loss due to Expiry

       

      Column Heading

      Data Description/Formula
      Item Volume
      • This column displays the Volume of each Product Line
      Qty on Hand
      • This column displays the Stocked Quantity of each Product Line
      Current Minimum
      • This column displays the Current Minimum Quantity of the product that is stocked
      Current Maximum
      • This column displays the Current Maximum Quantity of the product that is stocked
      Sold Qty
      • This column displays the Number of Products Sold during the reporting period
      Sold Per Day
      • This column displays the Average Number of Products Sold per Day during the reporting period
      Days on Hand
      • This column displays the expected number of days until when the stocked product items will last
      • Days on Hand = Quantity on Hand / Sold Per Day
      Suggested Minimum
      • This column displays the Suggested Minimum number of product items that need to be stocked in order for it to last until the next delivery time
      Suggested Min CostEx
      • This  column displays the Suggested Minimum CostEx of products that need to be stocked
      Suggested Maximum
      • This column displays the Suggested Maximum number of product items that can be stocked
      Suggested Max CostEx
      • This  column displays the Suggested Maximum CostEx of product items that can be stocked