Reorder Based on Sales Analysis
Purchase suggestions computed from the sales rate: how much sold per day in the period, times how many days of cover you want, minus stock on hand. For goods whose turnover shifts and does not fit a fixed reorder point.
Questions It Answers
- If sales continue like this period, which products will not last the next N days?
- How much to buy to cover 10 days (or any number), assuming X% growth?
- What buying budget does that need?
Filters
| Filter | What it does |
|---|---|
| Sales Date | Sales period used as the rate baseline. Stock is taken as of the end of this period. |
| Division | Pre-filled from the user role's default division. A role locked to one division cannot change it. |
| Supplier Code | The product's main supplier in the Product master. |
| Product Code | One product only - handy for tracing the history of a single item. |
| Sales Growth (%) | Expected increase in future sales; 0 means the same as the baseline period. |
| Inventory Reserve (Days) | How many days ahead stock must cover (default 10). |
| Exclude products with zero estimated demand | On (default): products that did not sell in the period are hidden. |
How To Read It
One row per product per division and department, for active products in the goods category.
| Column | Meaning |
|---|---|
| Sales | Quantity sold minus returns in the period, in the base unit. |
| Sales Average | Sales / number of days in the filter period. |
| Stock Balance | Stock as of the period end. |
| Sales Forecast | Average x (1 + Growth%) x Reserve days. |
| Purchase Recommendation | Forecast - Stock Balance, never negative. |
| Last Cost Price, Gross, Discount, Tax, Net | Base-unit purchase price from the master and the value of the recommendation. |
Why The Numbers May Differ
- The average uses calendar days of the period, closed days included - a period with a long holiday lowers the average.
- Sales here count every receipt (invoices and cashier) without filtering on approval status.
- Goods category only; services and inactive products are absent.
- The recommendation is plain arithmetic, not a seasonal forecast - use Sales Trend to see direction.
Purchase Price Permission
Columns derived from COGS or purchase prices - COGS, inventory value, purchase prices and totals, and profit - appear only for roles that have the Show Purchase Price History permission in User Roles. For other roles those columns are absent from the screen, prints, and exports, and the server does not send the figures at all - they are not merely hidden by the layout.
- A missing column does not mean the data is empty. If the user should see it, turn the permission on for their role and ask them to log in again so the report layout follows.
- Custom-built reports are not protected automatically; a copy made with Duplicate in Report Designer keeps the settings of the original.
Menu Location
- Procurement / Purchase Reports / Reorder Based on Sales Analysis
/report/reppurchaseanalysis