Dashboard charts

Item Shortage Summary

Chart of items with negative projected quantity, from the Item Shortage Report.

In detail

This chart runs the Item Shortage Report, which lists items whose projected quantity is negative: stock on hand plus purchases on order minus sales orders and material requests. Each bar is one item and its shortfall, so an item short by 3 units shows a bar of 3. It reads Bin data, not the ledger. These are the urgent purchases: you have promised more than you can deliver. Clearing the chart means raising Purchase Orders or trimming Sales Orders.

Formula

Each bar = Shortfall per item where projected_qty < 0, from the Item Shortage Report

How to record it in BRAccount

  1. 01Go to Stock; the chart sits with Oldest Items.
  2. 02Hover a bar to read the item and the quantity short.
  3. 03To change the scope, open the chart menu > Edit and set warehouse or company in the report filters.
  4. 04Click the chart to open the full Item Shortage Report.
  5. 05Create a Material Request or Purchase Order for each short item from the report.

When to use it

Urgent purchases at a glance.

Example from the demo books

An item short by 3 units shows a bar of 3.