Identifying Over Stock
Tip
Using the Inventory: Over Stocked report to identify over stock
CDBWin helps you determine items that you have too much of in your inventory and,
if desired, by department range, using the Inventory: Over Stocked report. Once
they are identified, you can review them and decide which your store
should stop carrying and perhaps try some new items to create a new, more
profitable product mix.
To identify over stock:
- You must first make sure that
the list items you wish to track have
been assigned a Max. On Hand Level in Inventory Maintenance for each item.
A Max. On Hand Level may be assigned to multiple items which meet your criteria
from Item Adjustment. The Inventory: Over Stocked report displays those items that have
a Quantity on Hand Level that exceeds the Max on Hand Level, as
shown in the following illustration:
- Once you have set up your inventory items as described, on the Reports
menu, click Items/Inventory > Over Stocked.
The following
filter window appears:
- Set up the filter using these guidelines:
- Select the Department/Account
range you wish to report on.
- Leave the Ending Date set to the current CDBWin
shift.
- In the Last Sale Date box, type the beginning date for the date
range you wish to review.
- Clear the Current Vendor ID to report on items
from all vendors.
- In the Detail box, select Full.
- Sort the Primary Sort and Secondary Sort boxes any way you like. A
Primary Sort of Account and a Secondary Sort by Quantity often proves to be
most helpful.
- Click View or Print. You will see a report showing you what
items have a Quantity on Hand Level exceeding the Max on Hand Level:
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