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Inventory Dashboard

The inventory dashboard gives you an overview of the value and breakdown of your inventory, on a per-branch or aggregate basis.

Window Switcher

The window switcher for the inventory dashboard allows you to select one or more of your branches to load the inventory data from.

Inventory Summary

The inventory summary consists of 4 tiles offering at-a-glance stats about the inventory data you have loaded. This includes:

  • Inventory Cost

Sum of Average Cost * Quantity, per part

  • Forecasted Annual Turns

Sales over past 12 months  vs current value of inventory

  • Currently Stocked Items

Unique count of items with stock > 1

  • Items With Invalid Stock

Unique count of items with stock < 1

    Inventory Breakdown Graphics

    Inventory for the current window is broken down into "top 10" graphics, categorized by:

    • Category - Your system's internal linecodes
    • Branch - Your configured branch locations
    • ACA Category - Product classifications based on product vehicle fitment and the autocare association ACES standard.
    • Old stock by category

    Aged Inventory Summary

    The inventory summary consists of 4 tiles offering at-a-glance stats about your inventory and it's aged valuation

    • Current Stock

    Items that have been sold or added in the past 12 months

    • 12 Month Stock

    Items that have not been sold in the past 12 months, but have been sold in the past 24 months

    • 24 Month Stock

    Items that have not been sold in the past 24 months, but have been sold in the past 36 months

    • 36 Month Stock

    Items that have not been sold in the past 36 months

    Monthly Inventory Value

    image-1678901806820.png

    Displays the monthly inventory value (at average cost) by month for the past 12 months

      Inventory Status

      image-1678901858109.png

      4 additional inventory status metrics

      • Inventory Turns Ratio - calculated by dividing the cost of goods by average inventory for the same period.
      • Stock To Sales Ratio - Average stock value / Net sales value
      • Weeks Inventory Onhand - Accounting Weeks in Period / Inventory Turnover Rate
      • Days Inventory Outstanding - (Average inventory / Cost of sales) x Number of days in period (365)

      Historic Inventory Status

      image-1678902081477.png

      A set of 4 graphs displaying the historic values for the 4 inventory status metrics:

      • Inventory Turns Ratio - calculated by dividing the cost of goods by average inventory for the same period.
      • Stock To Sales Ratio - Average stock value / Net sales value
      • Weeks Inventory Onhand - Accounting Weeks in Period / Inventory Turnover Rate
      • Days Inventory Outstanding - (Average inventory / Cost of sales) x Number of days in period (365)

      By year, for the past 3 years

      Inventory Low Stock

      The Inventory Low Stock table lists all of the parts within the current window that have what we consider to be "low stock". By default, the low stock threshold is (On Hand + On Order) < (Sold Last 12 Months / 24). Or in other words, you have lower stock between On Hand and On Order than you are expected to sell over half a month.

      Inventory Old Stock

      The Inventory Old Stock Table lists all of the parts within the current window that have not been sold in the past 24 months, as well as the quantity and overall inventory value of the parts.

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