How To: Running the Slow Moving Inventory Report (03-71)

Overview

This selection produces a report which shows inventory items that have not been sold in a specified number of days or since a specific date.

Step-by-Step

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1. Specify the range of items to include on the report.
1. At the From Item Number prompt, enter the first item in the range. Press the Tab key to start with the first item in the file.
2. At the To Item Number prompt, enter the last item in the range. Press the Tab key to start with the last item in the file.
   NOTE: In order to be included on the report, items must meet all of the other search criteria.

2. Specify the Branch (Sold At Store) range to include on the report. Slow moving items sold at these stores will print on the report.
1. At the From Branch ID prompt, enter the first branch in the range. Press the Tab key to begin with the first branch in the file.
2. At the To Branch ID prompt, enter the last branch in the range. Press the Tab key to end with the last branch in the file.

3. Specify whether or not you want to print the Monthly Sales History.
1. Enter Y and sales statistics for the last 12 months will print on the report for each item.
2. Enter N and no sales statistics will print.

4. Decide whether or not slow moving items are defined by how many days since they were last sold or by a specific cutoff date.
1. Enter D to report by number of days since the last sale of an item. Enter a number at the Number of Days Since Last Sold prompt and all items that were last sold on or before the entered number of days will print on the report.

   For example, if the current Start of Day date is February 28 and “27” is entered at the prompt, all items that were last sold on or before February 1, which meet the other select criteria, will print on the report. The maximum value that can be entered in this field is ‘999’.

2. Enter S to report by a specific date of the last sale of an item. At the Date Since Last Sold prompt, enter a date in MMDDY format and all items that were last sold on or before the entered date, which meet the other select criteria, will print on the report. The date entered in this field must be before the current Start of Day date.

5. Specify a Minimum Extended Cost. For example, if the minimum extended cost should be $100, enter “100.00”. All Items with an extended cost equal to or greater than the amount entered in this field will print on the report.

   Press the Tab key and all items that meet the select criteria will print, regardless of the Extended Cost.

6. The Only Include Items Received Before MMDDYY prompt is used to exclude items that have recently been received. Since these items have only been in inventory for a short period of time, it is possible that there are few or no sales for these items.

   Enter a date in MMDDYY format. All items with a receiving date on or after the entered date will be excluded from the report.

   Press the Tab key to include all items, regardless of the Received Date.