Report: Product overview (supply, sales, forecast)

Executive summary

The Product overview (supply, sales, forecast) report shows a list of selected items. Data from many different tabs are shown in one report based on filter settings.

Functional description

The report shows selected items that we want to be reported based on selected filters in GUI (supply, sales, forecast).

Report is made from three sub-reports, it shows

  • Available stock
  • Sales
  • Forecast.

Dependence on the selected path (tree hierarchy)

The displayed report items correspond to (depend on) the selected tree structure on the left or in the path at the top.

In the settings in the upper menu we may select the report that we are interested in:

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Stock on hand

The user gets a quick overview of what is the stock in each warehouse and what is the forecast for 12 months in advance. They can quickly detect items that are unnecessarily oversupplied, etc.

The Stock on hand table consists of these columns:

  • Code
  • Product
  • Warehouse
  • Purchase price
    • Purchase price at the preferred supplier in CZK.
  • Stock price
  • Sales price
  • Stock on hand (MU, CZK)
  • 12 month forecast [MU]
  • ABC
    • ABC analysis segment
  • Do not order (yes / no)

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Sales

For individual items, the STOCK evaluates the selected number of months in the history, where the user then has the opportunity to evaluate what were the sales, what was the average inventory, etc. So it is possible to state what the historical status was and seek lessons.

The Sales table includes these columns:

  • Code
  • Product
  • Warehouse
  • Sales date
  • Sales (MU, CZK)
    • The amount of sales for a given month.
  • Average monthly stock (MU, CZK)

The table offers to select a time period, i.e. how many months backwards the table should show:

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Forecast

A similar view as Sales, but with the fact that the future is evaluated, ie how the items will develop, what their sales will be in months, what are the proposed parameters for inventory management, etc. In general, this is a view in which potential for improvement can now be found and then applied in practice.

The Forecast  table includes these columns:

  • Code
  • Product
  • Warehouse
  • Date
  • Forecast (MU, CZK)
  • Profit [CZK]
  • Estimated sales without promotions (MU, CZK)
  • Suggested stock level (MU, CZK)
  • Safety stock (MU, CZK)
    • Average safety stock in a given month. The average is based on days and includes smoothing between months and any promotional insurance stock.
  • Minimal stock (MU, CZK)
    • The lowest stock level in a given month.
  • Minimal stock (MU, CZK)
    • The highest stock level in a given month.
  • Stock on hand (MU, CZK)
    • Average stock on hand in a given month

The table offers to select a time period of the forecast, i.e. how many months forwards the table should show:

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