Stock Analytics
Overview
Below is a business-focused explanation of the Stock Analytics report in Dafater, written for operational, finance, and management users.
Stock Analytics – Business Overview
What business information this report provides
The Stock Analytics report gives a clear, summarized view of how inventory has moved over a selected period. It shows: - How much stock was available at the start - What quantities came in and went out - What remains in stock at the end - The value of that stock based on current valuation
This report helps businesses understand inventory movement, availability, and value, all in one place, based on actual stock transactions.
When and why to use this report
Use the Stock Analytics report when you want to: - Monitor stock movement over a specific period - Review inventory health before planning purchases or production - Analyze consumption trends and fast-moving or slow-moving items - Support month-end or year-end stock reviews - Validate stock levels before audits or financial reviews
It is especially useful for operations managers, procurement teams, warehouse managers, and finance teams.
Key columns and their business meaning
Common columns in the Stock Analytics report include:
Item
- The product or material being tracked.
Warehouse
- The physical or logical location where the stock is stored.
Opening Quantity
- Stock available at the beginning of the selected period.
- Helps confirm starting inventory position.
In Quantity
- Total stock received during the period (purchases, production, transfers in).
- Indicates replenishment activity.
Out Quantity
- Total stock issued during the period (sales, consumption, transfers out).
- Shows usage or sales demand.
Closing Quantity
- Stock remaining at the end of the period.
- Critical for availability checks and reorder planning.
Valuation Rate
- The average cost per unit of the item.
- Used to assess inventory cost impact.
Stock Value
- Total monetary value of the closing stock.
- Important for financial reporting and working capital analysis.
Available filters and their business purpose
The report can be filtered to focus on what matters most to the business:
Date Range
- Analyze stock movement for a specific month, quarter, or financial period.
Item / Item Group
- Focus on specific products or categories (e.g., raw materials, finished goods).
Warehouse
- Review inventory at a specific location or branch.
Company
- Useful when managing stock across multiple business entities.
These filters help decision-makers zoom in on relevant inventory segments without being overwhelmed by data.
How to interpret the results for business decisions
High In Quantity with low Out Quantity
- Indicates potential overstocking or slow-moving items.
High Out Quantity with low Closing Quantity
- Signals strong demand and possible risk of stockouts.
Consistently high Closing Quantity
- May suggest excess inventory and tied-up cash.
Rising Stock Value
- Impacts working capital and may require tighter inventory controls.
Negative or unexpected balances
- Highlight process gaps or data issues that need immediate attention.
Common use cases and scenarios
Purchase Planning
- Identify items that need replenishment based on consumption trends.
Inventory Optimization
- Reduce overstock and improve cash flow by identifying slow-moving items.
Warehouse Performance Review
- Compare stock movement across warehouses or branches.
Audit and Compliance
- Support internal and external stock audits with clear movement summaries.
Management Reporting
- Provide leadership with a high-level view of inventory status and value.
Summary
The Stock Analytics report in Dafater is a powerful business tool for understanding how inventory moves, how much is available, and what it is worth. By using this report regularly, organizations can make smarter decisions around purchasing, storage, sales fulfillment, and financial planning.
Report Information
- Module: Stock
- Related DocType: Stock Entry
- Report Type: Script Report
- Standard: Yes