Excess Stock Report

This report will help identify merchandise with excess stock. How this report identifies the excess stock is by comparing the WOS (Weeks of Stock) holding against the ROS (Rate of Sale) of that stock. This report can help with Rep visits, if the store is already overloaded with merchandise. If you choose to Export to Excel you will have the ability to filter down by supplier.

1. In System Menu, Reports > Report Generator

2. Stock Reports

3. Select Excess Stock

4. Select Open Report

5. Location Pre-Selected

6. Pre-Selected search criteria set at 20, leave as is or choose your selection

7. Process Now (for all items) or Select Items (Select Items, the search screen in Item maintenance will open, Select category e.g. Front/Dispensary or can drill down through selected sub-categories)

8. Click find and then select tagged

9. Select Process Now or Add to Schedule (See Scheduled Reports - How to setup)

10. When the report appears on the screen, select Show Preview and then print this page (PDF) or Export to Excel