Stock Purchase Analysis

Report Module Guide: Purchase Stock Analysis (Actual Stock Report)

Module Location

Purchasing > Reports > Purchase Stock Analysis

Module Objective

The Purchase Stock Analysis (Actual Stock Report) module is used to generate a report that analyzes the actual inventory condition from a purchasing perspective. This report is crucial for helping the purchasing team make the right decisions, by classifying items based on their movement speed (fast/slow moving) and their availability status (overstock/understock).

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

Here is an explanation for each parameter:

• Item:

  • Filter the report for All items, by Category, or a specific Item.

• Material Status:

  • Filter items by their movement speed, for example, Fast moving or Slow moving.

• Overstock Status:

  • Filter items by their stock status, for example, Normal, Overstock, or Understock.

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially combining the Material Status and Overstock Status filters to get the most relevant list of items.

Step 2: Generate the Report

After all parameters are set, click one of the two buttons at the bottom:

• View Report: To preview the stock analysis report directly on your screen. 

  

• Export To Excel: To download the report data in an Excel file format.
  

3. Reading the Stock Analysis Report

The generated report will display a list of items along with their stock status and supporting purchase data. Its key columns will include:

• Outstanding Purchase Requisition: The quantity that is still in the purchase request process.

• Outstanding Purchase Order: The quantity that has been ordered from a vendor but not yet received.

• Available Warehouse Item: The physical stock quantity available in the warehouse.

• Monthly Usage: The average monthly usage or sales.

• Current Stock Status: The current status of the item (e.g., Fast Moving, NORMAL).

Tips & Important Notes

• Use this report to make smarter purchasing decisions. For example, prioritize the purchase of items with the status "Fast Moving" and "Understock".

• Avoid reordering items with the status "Slow Moving" and "Overstock" to prevent inventory pile-up in the warehouse.

• This report is a fundamental tool for the Procurement and PPIC (Production Planning and Inventory Control) teams for efficient inventory management.