aged_inventory_report
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aged_inventory_report [2019/04/29 13:49 (5 years ago)] – created hshockley | aged_inventory_report [2019/04/30 14:29 (5 years ago)] (current) – hshockley | ||
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- | **Aged Inventory Report** | + | ====== |
- | Preconditions: | + | |
+ | |||
+ | ** | ||
+ | Preconditions: | ||
- | Use Case: As a User I need to analyze the aging value of my inventory so I can proactively clear out low performing stock before it devalues or simply so that I can free up that value to purchasing | + | **Use Case:** As a User I need to analyze the aging value of my inventory so I can proactively clear out low performing stock before it devalues or simply so that I can free up that value to purchase |
- | Summary: This report is created via our design inventory report, and can be saved for repeated use. | + | **Summary:** This report is created via our design inventory report, and can be saved for repeated use. |
- | Steps to recreate: | + | ** |
+ | Steps to recreate:** | ||
1. From navigator. | 1. From navigator. | ||
+ | |||
2. Input name in “Report Name” Field pictured below | 2. Input name in “Report Name” Field pictured below | ||
- | {{: | + | {{: |
3. Apply selections for Category, supplier, Brand, filter, and options as needed for further customization for client. | 3. Apply selections for Category, supplier, Brand, filter, and options as needed for further customization for client. | ||
+ | |||
4. In Column tab chose identifiers for inventory as pictured below. For this example, selected is category, part number, description, | 4. In Column tab chose identifiers for inventory as pictured below. For this example, selected is category, part number, description, | ||
+ | |||
5. To apply the aged values, select columns for “Stock age”. Each “Stock age title” represents a value range that can be applied for the report. | 5. To apply the aged values, select columns for “Stock age”. Each “Stock age title” represents a value range that can be applied for the report. | ||
- | {{:: | + | {{:: |
6. Select the “Stock age” tab and input the day range for each “Stock age” column as desired. | 6. Select the “Stock age” tab and input the day range for each “Stock age” column as desired. | ||
- | {{:: | + | {{:: |
7. Save | 7. Save | ||
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8. Note saved Inventory Reports designed can be accessed via Inventory reports > Print Inventory Reports | 8. Note saved Inventory Reports designed can be accessed via Inventory reports > Print Inventory Reports | ||
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aged_inventory_report.1556570957.txt.gz · Last modified: 2019/04/29 13:49 (5 years ago) by hshockley