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Inventory Analysis by Product report

The Inventory Analysis by Product report provides an analysis of your inventory over a certain number of months.

When running the Inventory Analysis by report, you are required to provide values for two parameters:

  • Months To Include: Enter the number of months you'd like to be evaluated. E.g., "3" would mean the report should analyze the last three months.
  • As Of Date: This report performs an analysis of full months, therefore, if you enter an as of date that is not the last day of the month, then the previous month will be used as the end. For example, if you generate this report with "Months To Include" equal to "3", and the As of Date of  "3/10/2025", the report will analyze 12/01/2024 to 2/28/2025 (three full months).

 

Cur On Hand The current on hand quantity at the time the report was generated; irrespective of the "As Of Date" used when generating the report.
Cur Value The current on hand value at the time the report was generated; irrespective of the "As Of Date" used when generating the report.
Sales Qty Total sales quantity in the product's stocking unit for the analysis period.
Sales Amt Total sales amount for the analysis period.
COGS Total cost of goods sold amount for the analysis period.
Turnover

The turnover ratio is calculated as the COGS amount for the analysis period divided by the current On Hand Value.

A higher number indicates faster moving inventory.

You can divide the number of days evaluated by the turnover ratio to understand how many days on average inventory is turned over. E.g., a turnover ratio of 4.0 for a 3 month period (90 days) would be interpreted as:

90 / 4 = 22.5

Or, Inventory is turned over every 22 days.
Shipments Customer Shipments Requested. This is the number of Sales Orders with a requested ship date that falls in the analysis period.
On Time On Time Customer Shipments. The number of Sales Orders that have this product as a completed sales order line and was shipped during the analysis period.
Svc Level

Percentage of On Time Customer Shipments.

(On Time Customer Shipments / Customer Shipments Requested) * 100
Vend Svc Level

Percentage of On Time Vendor Shipments.

(On Time Vendor Shipments / Vendor Shipments Requested) * 100

Vendor Shipments Requested: The count of Purchase Orders with a requested date that falls in the Analysis Period.

On Time Vendor Shipments: The number of Purchase Orders that have this product as a completed PO line and was received and billed (PO invoice) during the analysis period.

The report footer includes summary values for the above fields.