Managing inventory movement includes understanding which products are selling well, which items you need to reorder, and whether the items that are on order right now will meet your projected needs.

Reorder points are based on three main measures:

• How many products are sold (Sales measure)
• How many products are currently in stock (Item metrics measure)
• How many products are on the way in stock (Item metrics measure)

Sales reports usually don't feature the item metrics measures, and dimensions. You can find these on the Inventory reports, such as Dusty reports. To prepare the report:

1. Open the filters from the top of the page.

   

2. Remove the dusty filters Item Metrics Is Dusty and Item Metrics Quantity on Hand is greater than 0.

   

3. You'll likely get an error message stating there are too many rows.

   

   To fix this, you can add an item filter for Vendor and focus on one or two main Vendors, add a filter for the Sale Line Completed Date (for example: Sale Line Completed Date is in the past 60 days), and increase the default row limit from 500 rows to 5,000 rows.

   

4. Next, remove the measures Days Since Sold, Days Since Received, and Total Cost.

5. Add the measures Quantity on Order and Quantity sold to your report by navigating to Item Metrics > On Order > Quantity on Order, and Sale Line > Totals > Quantity Sold.

   

    

    

6. Measure how much Inventory is either in store or coming for stock by adding the columns Item Metrics Quantity on Hand and Item Metrics Coming for Stock. On the Data bar, click Calculations, and open the Table Calculations editor.

7. Search for and add Quantity On Hand it will display as ${cl_item_facts.quantity_on_hand} Add the plus symbol (+), and search for and add Quantity on Order.

   

8. Click Save, and a new column will display with the totals of each item's inventory.

   

Now, for example, if you want to have at least half of the sold quantity in stock:

1. Click Calculations > Add Table Calculation, and a field for a new calculation displays.

   

2. Search and add quantity sold, it will display as: ${cl_item_shop_sales.total_quantity}.

3. Next, to determine half of what was sold, divide this quantity by two by adding a forward slash (/), and the number 2 (/2).

   

4. Now that you have the available inventory level and the desired inventory level, you can add one more calculation to determine which products you need to reorder. Click Calculations > Add Table Calculation, and a field for calculation 3 displays.

   

5. In the Calculation 3, add Calculation 1, a subtraction symbol (-), and Calculation 2.

   

6. Save the calculation. The report will have a new field displaying the difference between what's in stock and what you want to have in stock.

   

   If you sort by this field, it will bring up all the inventory levels that you need to order.