Inventory Analysis & Stock Forecast

Inventory Reporting

Inventory Analysis

Go to Inventory > Reporting > Inventory Analysis. Pivot table with dimensions:

• Product, Product Category, Location.
• Warehouse, Company.
• Date (Day, Week, Month, Year).
• Operation Type.

Measures: Quantity In, Quantity Out, Quantity On Hand, Value.

Stock Forecast

Go to Inventory > Reporting > Stock Forecast. Graphical view of forecasted stock levels over time. Based on:

• Current on-hand quantity.
• Open purchase orders (incoming).
• Open sales orders (outgoing).
• Manufacturing orders (consumption + production).
• Reordering rule triggers.

Use this to anticipate stockouts and plan purchasing or manufacturing.

Inventory Turnover KPI

Key metric: Inventory Turnover Ratio = COGS / Average Inventory Value.

A high ratio means efficient stock management. A low ratio indicates overstocking.

Track this over time in the Inventory Analysis pivot.