Stock Analytics

Stock Analytics turns the stock ledger into a trend table: one row per item, item group, warehouse or brand, one column per month, quarter or year, showing either quantity or value. Each period column is the running balance at the end of that period, computed by adding the Stock Ledger Entry changes of the period to the previous column, so you see stock rising after purchases and falling after sales across the fiscal year. It answers questions a single date cannot: is inventory growing faster than sales, which warehouse is overstocked, which group was run down before Dashain. The chart under the table plots the same figures.

Balance at period end = previous period balance + sum of qty (or value) changes in the period, per row

1. 01Go to Stock > Stock Analytics.
2. 02Set Company, From Date and To Date covering the fiscal year.
3. 03Pick Value Quantity or Value, Based On Item Group or Warehouse, and Range Monthly.
4. 04Read across each row to see the balance month by month.
5. 05Compare the last column with Stock Balance for the same date; they should agree.
6. 06Export the table for the stock review meeting.

Open to see stock trends over time rather than a single date.

Monthly columns from Shrawan 2083 show how the 5 warehouses rose and fell.