Stock Aging Report

This module reports how old the stock on hand is. A wizard asks for four day intervals, then builds a report that splits each product's quantity and value into five age buckets by warehouse and location. Inventory managers and accountants use it to find slow-moving or obsolete stock. It plugs into the Inventory app and stock quants. The benefit is a clear view of capital tied up in old stock.

1. 1

   Open the generate wizard

   From the Inventory reporting menu the user opens the Generate Stock Aging wizard. It is available to stock users. The wizard shows four interval fields.

   • Inventory reporting menu
   • Stock user access
   • Four interval fields
2. 2

   Set the age intervals

   The intervals default to 30, 60, 90 and 120 days and are required. They define five buckets, for example 0-30, 31-60 up to over 120 days. The user can change them to fit the business.

   • Defaults 30/60/90/120
   • Required integers
   • Five resulting buckets
3. 3

   Generate the report

   Pressing Generate Report computes the aging lines from stock quants and opens the report. Each line has product, category, location, warehouse, barcode, cost and sales price. The lines hold quantity and value for each bucket plus totals.

   • Button: Generate Report
   • Qty and value per bucket
   • Total quantity and value
4. 4

   Analyse in list and pivot

   The result opens as a list and a pivot view. The search view offers group by Product, Location and Warehouse. Users slice the numbers to find where old stock sits.

   • List and pivot views
   • Group by product, location, warehouse
   • Average cost and price
5. 5

   Refresh when needed

   The report is a snapshot, so the user runs the wizard again to refresh it with new intervals or new stock movements. Older results are replaced by the new run.

   • Snapshot report
   • Re-run to refresh
   • New results replace old

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