01What it is
The report compares today's stock with consumption on jobs in the chosen date range. Stock is a snapshot as of today and the range does not change it; consumption only covers the chosen period.
Days of stock is the stock divided by the average daily consumption. Dead stock is an active material that has stock but did not go to a single job in the chosen range. A longer range therefore gives less dead stock.
People with the finance permission see values in money, everyone else sees item counts. The report is an extended mode item and belongs to the Warehouse and logistics module; without the module the data stays visible.
- DAYS OF STOCK
- How long the stock lasts at the current rate of consumption.
- DEAD STOCK
- Cash frozen in materials that do not move.
- BELOW MINIMUM
- Items whose stock has fallen to the minimum.
02What it is for
What must never run out
The ten materials that move fastest.
Frozen money
The value of materials sitting still.
Shortages in time
Items below minimum in a tile of their own.
Where the value sits
Stock value by item group.
03Main options
The report has tiles with stock value and levels, and two tabs: Rotation and Dead stock.
What moves and how fast
Tiles: stock value, dead stock, below minimum and consumption in period.
- Fastest moving and stock value by group
- Table: product, stock with the minimum flag, stock value, consumption in period, days of stock
- Warehouse filter when the company has more than one location
Money sitting still
Items with no issue in the chosen range that are still in stock.
- Ranking of dead stock value
- Table: product, group, stock, value
- Dead stock export to CSV
04Tasks step by step
- STEP 1Open Modules › Reports › Stock rotation, Dead stock tab.
- STEP 2Set the range to 12 months to see the materials that really stand still.
- STEP 3Decide what to use on the next jobs and what not to order again.
- STEP 1On the Rotation tab, check the Days of stock column. A low number means the material will run out soon.
- STEP 2Items flagged min. have stock at the minimum or below.
- STEP 3Order the missing materials in Modules › Materials › Orders.
- STEP 1Choose the location in the filter.
- STEP 2Stock, minimum and consumption are recalculated for that warehouse.
05Actions
The most common tasks in the rotation report.
Date range
The consumption window, compared with the previous period.
Warehouse
One location or all.
CSV export
Rotation and dead stock.
06What it connects to
Choose a module to see where the data comes from.
Stock levels
Stock and the warehouse minimum come from stock levels.
Go to the topicStock levelsMaterials catalogue
Group, unit and purchase price come from the materials catalogue.
Go to the topicMaterials catalogueMaterials and usage
Usage in detail by job and kind of work.
Go to the topicMaterials and usageLocations
The warehouses in the filter are the company's locations.
Go to the topicLocations