Historic Stock Value Report | Voters

Historic Stock Value Report

Ben

At the moment you can only see your stock value as it is currently. We would find it really useful to look back and see historic figures to compare sales to stock holding etc. Particularly within departments, suppliers & brands (so you could see how your stock holding reflects in sales).

I understand that it might be unrealistic for this to be recorded every day, but perhaps Cloud Reports could save a snapshot either weekly or monthly of the stock holding at that point in time?

July 16, 2020

Toby K Selph Arnett

We really need to be able to run Stock Valuation for a particular date in the past. For all the reasons listed below. Can CL provide us with the details of why this cannot be quickly enacted and when we might see the ability to run historical reports? All of our data is archived in the cloud, so we should be able to extract this data fairly easily, even if it takes a minute or two to run the report.

Toby K Selph Arnett

Neil McQuillan - CEO Citrus-Lime Suzy Weightman This issue was first identified in 2020 by Ben. Your users have submitted lots of good reasons for needing historical inventory valuation reports, and make a very good case. Plus 54 votes. Is this on your radar for resolution?

Toby K Selph Arnett

It seems like this would be a simple coding change to the report. The report already narrows the data to my store and today's date (by default). A simple coding change to the report to allow for a date selection (instead of default to today's date) would mean we could pick the date we needed and then the report would run as usual, just to the date we selected vs today's date. Of course if someone wanted the most current view, they could select today's date. So, the report would do the same thing it's doing today, just with a date of my choosing vs the default of today.

Nick Johnston

This also applies to our aged stock report case. Looking back, seeing what you have, and trying to work out what you need to get rid of. The aged stock report does not show you aged stock as it does not allow for items that have just been booked in. IE not aged stock.

Dave

Nudge Nudge... Lot of votes on this and it's hiding well down the list of suggestions.

Pedego Harrisburg Admin

Being able to select a date would be incredibly helpful to each of my stores, we may not be able to collect the information to provide to our bookkeeper on the last day of the month. It is important to make sure we can look at historical values. Choosing a date or time period would be amazing!

Simon

Neil McQuillan - CEO Citrus-Lime is this planned yet?

Chris

Yeah this is exactly what I was just about to suggest. If we were also able to see from this when or how long particular products were out of stock it could help with pre-orders.
Currently we're only able to see date last sold. Which doesn't account for any items that sold out and restocked before the next pre-order. If we could easily see when the last of a size, colour or product we could better adjust our pre-orders.
If there's a way to see how many days of the year an item has been out of stock. We'd find this very useful.

Peter

Yep, absolutely agree. If there is a function that can show a snapshot, historical stock figure, that would be really handy.

Emily Russell

Totally agree.

Fraser

Please add Historical stock figures.

Dave

100%

At present we have to manually run the stock on hand report, and then file each report for future use ifwe're looking to compare against a previous period.

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