Please Note: This article pertains to Retail Analytics dashboard functionality in the Latest Version of Treez.
The Retail Analytics Current Inventory dashboard helps you to strategize around your discount and promotion planning, prevent products from becoming stranded, monitors inventory by location, and promotes cycle count practices across your organization.
Log into the Latest Version of Treez and navigate to Dashboard > RA> Products & Inventory > Current Inventory
Configure the filters in the Controls panel to customize the Product and Batch tables in this dashboard.
Note: The Inventory Ages slider is only effective on the batch table at the end of this dashboard, as our inventory age is at the batch level. Expiration date filter is similar.
Pro Tip: Cross reference the Revenue by Product Type chart in the Sales dashboard to the Units Remaining by Product Type chart in Current Inventory to ensure the product types that bring in the largest portion of your revenue are well-stocked, and that you have enough units in the sellable locations.
Similarly, the Revenue by Brand table in the Sales dashboard gives you a list of top selling brands where these sales make up an important percent of your overall gross receipts. Examine your Units Remaining by Brands data against this list to make sure your money-making brands are available in sellable locations.
Current Inventory Levels by Product
View Products by Name, Line, Line with Classification, Brand and Type. Click into any product name in the Product Table, and the Batches Table below will load the selected product’s batch origins.
Pro Tip: This is most helpful in case of a recall because this table can quickly identify what needs your attention, helping save time and mitigating potential losses.
Current Inventory Levels by Batches
Pro Tip: Expiration Date and Harvest Date filters are most effective if your organization has utilized these data fields upon receiving your inventory.
The Batch table enables Inventory Managers to view products by their inventory age, helping them ensure they are selling in a first-in, first-out fashion. By configuring the Inventory Age Between and Batches Expiring In in the 2 slider, products that have the longest inventory age are surfaced so that managers can make business decisions on when to move them into sellable locations or perhaps discount them before they expire and become unsellable.
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