Stock rotation

Two things that decide whether a stock is healthy: what moves fast and must never run out, and what sits still and ties up cash. For each item you see the stock, the consumption in the period and how many days the stock will last.

01What it is

The stock level is a snapshot of today and the date range does not change it. Consumption applies to the chosen range: it is the materials issued to projects.

Days of stock is the stock divided by the average daily consumption in the range. Dead stock is an item that is in stock but did not move once in the chosen range.

With several locations, the warehouse filter narrows the report. People with the finance permission see money values, others see quantities.

ROTATION: The fastest moving items and days of stock.
DEAD STOCK: Items with no movement in the range.
MINIMUM: Items at or below the minimum level.

02What it is for

Work keeps going

You know which materials must always be there so the crew is never left waiting.

Tied-up cash

The value of materials sitting still.

Shortages in time

A tile for items below minimum.

03Main options

The report has two tabs: Rotation and Dead stock.

What moves and how fast

Tiles: stock value, dead stock, below minimum.

The ten fastest moving items
Stock value by group
Table: product, stock, stock value, consumption in period, days of stock

04Tasks step by step

STEP 1Open Modules › Reports › Stock rotation, the Dead stock tab.
STEP 2Choose the 12 months range to see items that have not moved all year.
STEP 3Decide which to use on upcoming projects and which not to buy again.

05Actions

The most common tasks in the rotation report.

Date range

30 days, 90 days, 12 months or a custom range.

Warehouse

A location filter when the company has several.

CSV export

Rotation and dead stock in separate files.

06What it connects to

Choose a module to see where stock and movements come from.

MATERIALS AND EQUIPMENT

Stock levels

Stock and minimum come from the stock levels at each location.

Go to the topicStock levels