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How to Use the Inactive Stock Report

 

The Inactive Stock Report is an inventory report that provides a detailed analysis of inactive product on hand, indicating actions to optimize inventory.

The report categorizes inactive items by Building and Standard class, supporting your navigation to specific Standard and Item details. Various key metrics are calculated to support your analysis, such as the total quantity of inactive stock per Standard, its associated total replacement cost, and total CO2e savings if redeployed. Item level information helps you identify the inactivity for each item, and where to locate the items in your warehouses.

The initial view is graphical. You can also view information in a table format and export the data to a CSV file.

Before starting, make sure:

  • You are logged into SnapTracker.
  • You have access to My Dashboard.
  • You have access to the Inactive Stock Report.
  • You have access to at minimum one Building with inventory.
  • There is at minimum one Standard created for the selected Customer, with one item in inventory.
  • The correct Customer is selected from the Customer selection list.

This post outlines how to navigate and use the Inactive Stock Report.

1. To access the Inactive Stock Report, from the header, click My Dashboard.

 

The My Dashboard screen displays with all dashboards you have access to.

If you have access to a single Building, the report is auto-generated based on certain pre-selections. If you have access to more than one Building, you need to select options before the dashboard displays.

By default the results display for product that has been inactive for 90 days or longer.

2. If you have access to more than one Building, locate the Inactive Stock Report and click Select Options.

 

The Select Options pop-up displays.

 

Observe the following options:

  • Select Buildings (Required) – Select one, multiple, or all Buildings you have access to for generating the report. Note: It is recommended that you select one or minimal Buildings to optimize load times.
  • Include Transfers Between Buildings – Indicate whether or not to consider transfers of items between Buildings as inactivity. For example, if selected as Yes, any transfers between Buildings will be considered as inactivity, and thus not affect the item’s last movement date or Days Inactive. Note: The report default is set to No.
  • Select Standard Classes – Select the Standard Classes to include in the report. Note: The report default is set to All Standard Classes.

3. Select the desired Buildings, and any other options, and click Apply Filter.

 

The populated Inactive Stock Report displays.

The default dashboard displays inactive stock by Building. By default the results display for product that has been inactive for 90 days or longer.

4. To view or re-select the initial report options, click the options icon and click Pre-Selection Criteria.

5. To see the tooltip metrics for the different Buildings in the report, hover over the desired section in the Chart.

 

There are different views available on the graph.

Observe the toggle views:

  • % – Percentage distribution, based on Quantity. Identifies the percentage of the quantity per Building against all inactive products on hand.
  • Qty – Units of inactive product. Identifies the quantity of products per Building.
  • $ – Total Replacement Cost. Identifies the total replacement cost of all inactive products on hand, per Building.
  • CO2 – Potential CO2e Savings. The potential CO2e savings if all inactive items on hand are redeployed instead of new product.

6. To expand the chart view and view in full screen, go to the desired report level in Chart view and click the ellipses icon.

Click View in Full Screen.

 

The chart view displays in full screen view.

7. To adjust the number of days to consider for this inactive stock report, click the Days Inactive dropdown.

8. Select another days inactive option, or click Enter Custom Days.

 

The Custom Days pop-up displays.

9. Enter the custom number of days to set for the report, and click Apply.

 

The report updates with the custom days inactive.

10. To view more information for a given Building, from the top level of the report, click the circle icon of the desired Building.

 

The graph updates with the secondary level of the report, showing a breakdown of product by the Standard Classes within the selected Building.

11. To export the report data as a CSV file, go to the desired report level in Chart view and click the ellipses icon.

Click Export as CSV.

Note: To export the report in the Table view, click the download icon.

12. In the Export as CSV pop-up, select the checkbox(es) for categories to export and click Export.

Note: If you are on the secondary level of the report, you can decide to export the Standard Details or Item Level Details by clicking the respective toggle option to On.

13. To view the Table View of the report from the Chart, click the Table icon.

Note: The Table icon is available at all levels of the report. The results displayed vary based on the level you are at when you click the icon.

 

The top level of the Building Usage by Standard Report displays.

 

Observe the top level in the Table View:

  • Building – The Building.
  • Building Info – The Building information, using the following structure “Building Description – City, State”. This information is based on information entered for the Building.
  • Est. CO2e – The potential CO2e footprint savings if all inactive items are redeployed, per Building.
  • Total Qty – The Quantity of all inactive items within a Building.
  • Total Replacement Cost – The total replacement cost of all inactive items within a Building.

14. To view additional details for a Building in the Table View, click the row for the desired Building.

 

The secondary level of the report displays, showing a breakdown of all Standard Classes within the Building.

Note: The first Standard Class expands by default when accessing this view.

 

Observe the Standard Class information:

  • Standard Class – The assigned category of the product.
  • Est. CO2e – The potential CO2e footprint savings if all inactive items are redeployed from inventory, per Standard Class.
  • Total Qty – The Quantity of all inactive items within a Standard Class.
  • Total Replacement Cost – The total replacement cost of all inactive items in a Standard Class.

15. Alternatively, you can access the secondary level of the report from the Chart View by clicking the circle icon beside the desired Standard Class.

 

The secondary level of the report displays in Table View, with the selected Standard Class expanded showing Standard Details.

 

Observe the Standard Details table information:

  • Standard – The unique Standard identifier.
  • Description – The Standard Description.
  • Model No. – The Standard’s Model Number.
  • Manufacturer – The manufacturer of the product.
  • Catalog ID – The Catalog ID assigned to the Standard. Catalog ID is the Manufacturer’s prefix for their different product lines or catalogs.
  • Standard Class – The Standard Class of the product.
  • CLR Finish – The color finish of the product.
  • List Price – The list price of the Standard.
  • Repl. Cost – The per unit Replacement Cost of the Standard, based on the Standard Default Purchase Price.
  • Total Qty – The total quantity of all inactive items with the selected movement in the Building.
  • Total Replacement Cost – The total replacement cost of all inactive items for a Standard.
  • CO2e Savings – The potential CO2e footprint savings if all inactive items are redeployed from inventory, for a Standard.

16. To view additional details related to a Standard, including a larger image, click a hyperlinked Standard.

The Quick View side panel displays.

 

In addition to seeing larger images, different views and other details of the product from the Quick View side panel, you have the ability to add product to a cart (based on user settings).

17. To add the selected product to a cart, modify the quantity if desired and click Add to Cart.

Note: Depending on how a Customer is set up, the allocation of product based on Condition may be available. If this is an option, you must click the Select Condition function to specify the product by Condition.

 

To close the Quick View side panel, click X.

18. To expand the Item Details for a Standard, click the + icon in a Standard Details row.

 

The Item Level Details displays.

 

Observe the Item Details:

  • Location – The location of an item, in a Building.
  • Condition – The condition of an item.
  • Serial No. – The serial number of an item. Note: If it is a Like Item, the Serial No. is the same as the Standard.
  • Last Inventory Date – The last inventory movement date on an item. Note: Like Items inherit the most recent movement date.
  • Days Inactive – The number of days the item has been inactive. Note: This value may be different based on whether or not transfers between Buildings are included. This may be empty for Like Items. SnapTracker can determine the product has not moved, but cannot calculate how many days the product has been inactive for because the application cannot determine exactly which items may have been moved in and out without a specific serial number for each item.
  • Qty – The quantity of units at the item level. Note: If it is a Like Item, the Qty may be greater than 1.