Reports overview: sales, stock, transfers and audits at a glance

Overview

Guidelines

1. Set the date range first

   The Executive Dashboard, Sales Analytics and Apparel MIS start with the last 30 days; Audit Reports starts with the last 90 days. Change From Date and To Date before reading the figures.

2. Narrow down with a site

   Leave the site on All Sites for organisation totals, or pick one site to see only its figures.

3. Export for sharing

   Use Export Excel on Sales Analytics and Inventory Reports to share the data or work on it in a spreadsheet.

Steps

1. 1

   Step 1: Start with the Executive Dashboard

   Go to Reports → Executive Dashboard and set the From Date and To Date. Sales Overview shows Net Sales (with the daily average), Bills Paid, Avg Order Value and Discount Rate. Inventory shows the total inventory value, units and number of sites, and Transfers & RFID shows In-Transit Shipments, Total EPCs and EPCs by state. Module Shortcuts and Detailed Reports link to related pages. Click Refresh to reload.

   • , view larger
2. 2

   Step 2: Analyse sales

   Open Reports → Sales Analytics. Choose the Organization, Site (Optional), From Date and To Date. The cards show Net Sales, Total Bills, Avg Order Value and Total Discount. The Daily Breakdown tab lists each day's Bills, Gross, Discount, Net, Tax, Voids and Refunds with a total row. The Top Movers tab ranks SKUs by quantity sold, with Returns, Net Qty, Revenue and Days. Click Export Excel to download the report.

   • , view larger
3. 3

   Step 3: Check stock

   Open Reports → Inventory Reports. Choose the Organization and Site (Optional), and tick Include zero stock to list SKUs with no stock. Cards show Total Value, Total Units, Sites and Slow Moving Value. Three tabs give the detail:

   • Stock Snapshot: On Hand, Reserved, In Transit and Available for each SKU, with size, colour and MRP.
   • Valuation by Site: quantity, inventory value and % of Total for each site.
   • Aging Analysis: stock value in Current (0-30 days), 31-60 days, 61-90 days and Over 90 days, plus Slow Moving Items older than the Aging Threshold (days) you set (90 by default).

   Click Export Excel to download the stock snapshot.

4. 4

   Step 4: Track goods in transit

   Open Reports → Transfer Reports. Filter by From Site (Optional) and To Site (Optional). Cards show In-Transit Shipments, Avg Transit Time and Delayed (>3 days). The In-Transit Shipments table lists each shipment's packing slip, route, outward date, status and Age (Days), and Route Summary groups shipments by route with their average age.

5. 5

   Step 5: Review stock audits

   Open Reports → Audit Reports. Filter by site, Status (Completed, In Progress, Pending, Cancelled) and dates. Cards show Audit Sessions, Avg Accuracy, Total Variance and Variance Value. The Audit Sessions table shows each session's expected and counted quantities, variance, accuracy and the count flagged to Investigate. Accuracy Insights groups sessions by accuracy and lists the Sites by Variance Value.

6. 6

   Step 6: Open the Apparel MIS reports

   Open Reports → Apparel MIS, set From date and To date, and pick a report tab such as STR by Style, STR by Season, WSSI Rollup, Vendor Scorecard, AP Aging, Store Ranking, Style Margin, GST Summary, AR Aging or Channel Scorecard. Tabs for modules your organisation doesn't use are hidden, and the page shows how many. Click Refresh to reload.

Terms

Avg Order Value

Net sales divided by the number of bills.

Available

In the stock snapshot, on-hand quantity minus reserved quantity.

Age (Days)

For an in-transit shipment, the number of days since its outward date.

Accuracy

For an audit session, one minus the total variance divided by the expected quantity.

Slow moving items

Stock older than the aging threshold you set on Inventory Reports.

Key points

Notes

FAQs