# 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.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/66dimage.png)

#### 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.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/Lbnimage.png)

#### **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. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/LBKimage.png)
- #### **Export To Excel**: To download the report data in an Excel file format.   
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/Dhsimage.png)

### **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:

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/xKnimage.png)

- #### **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.