Inventory Sufficiency Report

The Inventory Sufficiency Report is designed to assist businesses in effectively managing their inventory by providing an overview of product types and their corresponding stock levels. The report displays crucial information such as product names, item numbers, unit measurements, and relevant inventory data. By analyzing this information, businesses can make informed decisions regarding procurement, supply chain management, and demand forecasting.

The report is structured in a tabular format, organized by product type, to provide a clear and concise overview. Each product type is accompanied by a table that includes essential inventory metrics such as committed cases (Cmt CS), on-hand cases (OnHand CS), short cases (Short CS), order quantities (Order(PO)), committed weight (Cmt Wt), on-hand weight (OnHand Wt), and short weight (Short Wt). These metrics allow businesses to assess the sufficiency of inventory and identify any discrepancies between expected and actual stock levels.

Additionally, the report provides subtotals for each product type, summarizing the overall inventory situation within that category. These subtotals offer a quick reference for evaluating the overall sufficiency of inventory across different product types.

To further enhance usability, the Inventory Sufficiency Report offers customization options such as filtering based on regions, sale order ship dates, invoice numbers, and report formats (PDF, Excel). This flexibility allows businesses to tailor the report to their specific needs and preferences.

Step1: Filtering options to customize the report's parameters.

• Region: Select the desired region from the available options to focus on specific geographical areas.

• Product Type: By default, the report includes information for all product types. If you want to filter the report based on specific product type.

• Sale Order Ship Date: Specify the date range to narrow down the report results based on when the sales orders were shipped.

• Report Format: Choose between PDF or Excel format for the report output.

Step 2: Click the "Run Report" button

• Locate the "Run Report" button and click on it.

• This triggers the system to process and generate the report based on the provided criteria.

Step 3: Wait for the report to generate

• Depending on the volume of data and complexity of the report, it may take some time for the system to process and generate the report.

• Please be patient while the system completes this task.

Step 4: Review the report

• Once the report is generated, it will be displayed on the screen.

• Carefully review the report, focusing on the information about the number of each column and rows.

Step 5: Save or export the report

• If needed, save or export the report for future reference or to share it with others within your organization.

• This ensures that you retain the data and can access it whenever necessary.

By following these steps, you can generate the Report and leverage its insights to make informed decisions regarding product turnover management.