Warehouse wise Item Balance Age and Value
Overview
Below is a business-focused explanation of the report “Warehouse wise Item Balance Age and Value”, written for practical operational and management use in Dafater.
Report Overview
Warehouse wise Item Balance Age and Value is a stock analysis report that helps businesses understand how much inventory is available in each warehouse, how old that inventory is, and what it is worth financially.
This report combines quantity, aging, and valuation into one view, allowing management to monitor inventory health and make informed stock, purchasing, and sales decisions.
What Business Information This Report Provides
This report answers key inventory questions such as: - How much stock is currently available in each warehouse? - How long has the stock been sitting in the warehouse? - What is the financial value of that stock? - Which items are fast-moving and which are slow or non-moving? - Where capital is blocked in aging inventory?
It provides a warehouse-wise snapshot of inventory quantity, age, and value, helping control stock levels and working capital.
When and Why to Use This Report
When to Use:
- During monthly or quarterly inventory reviews
- Before reordering or procurement planning
- While reviewing slow-moving or obsolete stock
- For financial closing and valuation checks
- When evaluating warehouse performance
Why to Use:
- To avoid excess stock and reduce carrying costs
- To identify aging inventory that needs promotion, discounting, or liquidation
- To ensure stock is evenly and efficiently distributed across warehouses
- To improve cash flow by reducing capital locked in old inventory
Key Columns and Their Business Meaning
Warehouse
Shows the location where the stock is stored.
Business Use: Helps assess inventory distribution and warehouse utilization.
Item
The product or material in stock.
Business Use: Identifies which items are aging or tying up value.
Balance Quantity
The current available quantity of the item in the warehouse.
Business Use: Supports replenishment and stock availability decisions.
Average Age (in Days)
The average number of days the current stock has been in the warehouse.
Business Use: Indicates how fast or slow an item is moving.
Earliest Age / Latest Age
- Earliest Age: Age of the oldest stock unit
- Latest Age: Age of the most recent stock unit
Business Use: Helps identify old batches that may need priority clearance.
Balance Value
The total financial value of the available stock.
Business Use: Shows how much capital is invested in inventory at each warehouse.
Valuation Rate
The per-unit cost used to calculate inventory value.
Business Use: Useful for margin analysis and cost control.
Available Filters and Their Business Purpose
Company
Focuses the report on a specific business entity.
Purpose: Useful for organizations with multiple companies.
Warehouse
Limits data to a specific warehouse or location.
Purpose: Enables warehouse-level inventory analysis.
Item or Item Group
Filters the report by product or product category.
Purpose: Helps analyze specific product lines or categories.
As On Date
Shows inventory position as of a specific date.
Purpose: Critical for historical analysis and financial reporting.
Age Range (if available)
Filters items based on how old the stock is.
Purpose: Quickly identify slow-moving or non-moving inventory.
How to Interpret the Results for Business Decisions
High Quantity + High Age:
Indicates slow-moving stock. Consider promotions, transfers, or liquidation.High Value + High Age:
Signals capital blockage. Immediate action may be needed to free cash flow.Low Age + High Turnover Items:
Confirms healthy inventory movement. Maintain current stocking levels.Uneven Distribution Across Warehouses:
Suggests the need for stock transfers to balance availability.Oldest Stock Increasing Over Time:
Indicates demand mismatch or over-purchasing.
Common Use Cases and Scenarios
Inventory Optimization
Identify excess and slow-moving stock to reduce storage and holding costs.
Purchase Planning
Avoid unnecessary purchases by checking existing aging stock.
Sales and Promotion Strategy
Target aging items for discounts, bundled offers, or clearance sales.
Financial Review and Audits
Validate inventory value and aging during month-end or year-end closing.
Warehouse Performance Review
Compare how efficiently different warehouses are managing stock.
Business Value Summary
The Warehouse wise Item Balance Age and Value report is a powerful decision-support tool in Dafater that helps businesses: - Improve inventory turnover - Reduce working capital lock-in - Control warehouse costs - Strengthen procurement and sales planning - Maintain healthier stock levels across locations
It is essential for any business aiming to balance availability, cost, and cash flow effectively.
Report Information
- Module: Stock
- Related DocType: Stock Ledger Entry
- Report Type: Script Report
- Standard: Yes