Inventory aging report¶
The inventory aging report evaluates all items in stock, providing insights into potentially sunken purchase costs and delays in profitability.
Create customized pivot tables to analyze product, operation types, month, or company breakdowns. This helps identify products in stock that are at risk of passing their expiration or viability dates, or instances of rot/decay for fast-expiring items.
참고
The Reporting menu in Inventory is only accessible to users with admin access.
To access the inventory aging report, go to .
Navigate the inventory aging report¶
By default, the Inventory Aging report displays a pivot table, with the month in columns, and product category in rows. The default filters, Incoming and Has Remaining Qty, show only products from receipts, and are currently in stock.
Remaining Qty displays the number of on-hand items, and Remaining Value displays the total cost of purchasing these items.
각각의 열이나 행에 있는 (더하기) 아이콘을 클릭하면 피벗 테이블을 확장하여 잔여 수량 및 잔여 가치`의 세부 분석을 :guilabel:`품목, 품목 카테고리, 날짜 또는 회사 별로 표시할 수 있는 선택 항목이 표시됩니다. (마이너스) 아이콘을 클릭하면 이전 상태로 다시 축소됩니다.
Inventory aging report, showing each Product in rows and each reception Date in columns, to better monitor products with fast expiration dates. Each row shows the the total on-hand quantity and inventory valuation of items purchased on each day.¶
참고
Records in the Inventory Aging report are stock valuation layers (SVLs), representing product moves that impact stock valuation.
Inventory adjustments do not create SVLs; only items purchased from vendors do.
Generate reports¶
After learning how to navigate the inventory aging report, it can be used to create and share different reports.
A few common reports that can be created using the Inventory Aging report are detailed below.
Rotating stock report¶
To create a report to identify items that have been in stock for a while, follow these steps:
Navigate to .
On the Inventory Aging report, click the (caret down) icon in the Search… bar to see a drop-down list of Filters, Group By, and Favorite options.
Choose Product under the Group By section. Doing so expands the pivot table to show a product in each row.
Click the (plus) icon to the left of the date column. Hover over Date from the drop-down menu and choose Year, Quarter, Month, Week, or Day. Doing so expands the columns to show the Remaining Qty and Remaining Value by the selected time period.
팁
For products that have a longer shelf life, choose longer time periods such as Month or Quarter when expanding columns by Date.
The report now displays the on-hand stock of items, and their total purchasing cost, for each time period.
Example
재고 연령 분석 보고서 그룹 기준: 품목 옵션이 선택되어 있고 날짜 열이 :guilabel:`일`로 설정되어 있습니다. 이 데이터를 통해 날짜별로 생선회를 얼마나 구매했는지, 또한 가격이 얼마였는지 전반적으로 이해할 수 있습니다. 이를 통해 사업주는 일별 폐기량이 얼마나 될지 알 수 있게 됩니다.