Stock Movement Summary Report

The Stock Movement Summary Report provides a consolidated view of inventory flow across selected branches or warehouses over defined ageing periods. This report helps track how stock quantities change over time by capturing opening balance, inward movement, outward movement, and closing balance for each product. It is primarily used for inventory control, ageing analysis, demand planning, and audit verification.

This report is structured to display stock data in time-based slabs, allowing accurate monitoring of slow-moving, fast-moving, and stagnant stock. The Stock Movement Summary Report acts as a critical analytical tool for inventory supervision. By categorizing stock movement into structured ageing periods, it offers deep visibility into stock health, supporting strategic planning and operational accuracy. Proper interpretation and consistent usage ensure efficient stock control and aid in maintaining optimal inventory levels at all times.

Purpose of the Report

The Stock Movement Summary Report is designed to:

  • Monitor stock behaviour across different time ranges
  • Identify ageing inventory and dead stock
  • Support purchase planning and replenishment decisions
  • Assist in inventory audits and reconciliation
  • Provide insight into product demand trends

By using this report, operational efficiency in stock management is significantly improved through data-driven decision-making.

Screen Layout Description

The report interface is divided into three primary sections:

Navigation: O2VEND Back office → Reports → Inventory Reports → Stock Movement Summary.

1. Header Controls

Located at the top of the screen, this area contains:

  • As On Date
    Defines the reference date for which stock data is calculated. All ageing slabs are computed based on this selected date.

  • Branch / Warehouse Selector
    Dropdown used to filter stock movement for a specific branch or warehouse.

  • Export All Button
    Used to download the complete report in a supported file format for offline analysis.

  • Configure Button
    Allows customization of report parameters such as visible columns or layout preferences.

2. Filter Section

This section enables precise filtering of products:

  • Product Name Search
    Allows searching by product name, SKU, or GTIN for quick data retrieval.

  • Brand Name Filter
    Filters the report based on selected brand.

  • Category Filter
    Narrows results to specific product categories and subcategories.

These filters help isolate specific product groups for focused analysis.

3. Report Grid

The main grid displays stock data in tabular format with the following columns:

Product Information

  • Product Name
  • Brand Name
  • Categories Name

Ageing Buckets

Stock data is segmented into time-based brackets:

  • 0–30 Days
  • 30–60 Days
  • 60–90 Days
  • >90 Days

Each bracket includes three values:

  • Opening – Stock available at the beginning of the period
  • In – Quantity added during the period
  • Out – Quantity issued or sold
  • Closing – Remaining stock at the end of the period

This segmentation helps evaluate how long stock remains in inventory and how frequently it moves.

How to Use the Stock Movement Summary Report

Viewing Stock Movement

  1. Navigate to the Stock Movement Summary screen.
  2. Select the required As On Date.
  3. Choose the relevant Branch / Warehouse.
  4. Apply optional filters such as Product Name, Brand, or Category.
  5. Review the stock values displayed across ageing ranges.

The system will automatically calculate stock movement and aging based on the selection criteria.

Interpreting Stock Values

  • Positive values indicate available stock.
  • Negative values may represent stock adjustments, data inconsistencies, or pending corrections.
  • Zero values suggest no stock movement during the selected period.

Repeated zero or negative values in the >90 Days slab indicate slow-moving or obsolete inventory requiring corrective action.

Practical Applications

Inventory Ageing Analysis

Helps determine how long products remain unsold and identifies stagnant items.

Stock Replenishment Planning

Supports timely procurement decisions by highlighting frequently moving items.

Overstock Detection

Highlights excess stock accumulation to avoid capital blockage.

Audit & Compliance

Provides clear traceability of stock transactions for financial and operational audits.

Best Practices

  • Regularly refresh the report for up-to-date stock status.
  • Use category and brand filters for detailed analysis.
  • Prioritize review of items with movement only in >90 Days range.
  • Export reports periodically for historical comparison and documentation.

Common Use Case Scenarios

Scenario 1 – Identifying Slow-Moving Products

Filter by category and check items with activity only under the >90 Days column to pinpoint stagnant stock.

Scenario 2 – Stock Remains High Despite Sales

Analyze "In" and "Out" columns to verify whether stock inflow exceeds sales frequency.

Scenario 3 – Branch-Level Performance Review

Compare stock movement across different warehouses to identify performance gaps.

Operational Impact

Effective usage of this report contributes to:

  • Improved inventory turnover ratio
  • Reduced carrying costs
  • Optimized storage utilization
  • Enhanced supply chain efficiency
  • Better financial forecasting